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Hubbell
HUBB

726 hedge funds and large institutions have $15.8B invested in Hubbell in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 218 increasing their positions, 276 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

26% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $10.5M

8% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.18B)

8% more funds holding

Funds holding: 675 → 726 (+51)

2.57% more ownership

Funds ownership: 87.3% → 89.87% (+2.6%)

21% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 276

50% less funds holding in top 10

Funds holding in top 10: 10 → 5 (-5)

Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
10.58%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
124
Increased
218
Reduced
276
Closed
66
Calls
$13.2M
Puts
$10.5M
Net Calls
+$2.76M
Net Calls Change
-$2.28M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$276M
2
Morgan Stanley
Morgan Stanley
New York
+$260M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$125M
4
Invesco
Invesco
Georgia
+$120M
5
State Street
State Street
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$475M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$288M
3
JP Morgan Chase
JP Morgan Chase
New York
-$107M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$76.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$67.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
SJS Investment Consulting
Ohio
$3.95K -$301 -1 -8%
FFA
702
Frazier Financial Advisors
Ohio
$3.95K +$3.61K +12 New
SA
703
Scarborough Advisors
Maryland
$3.95K +$3.61K +12 New
DPW
704
DiNuzzo Private Wealth
Pennsylvania
$3.29K +$3.01K +10 New
RS
705
Rakuten Securities
Japan
$3.29K +$3.01K +10 New
BIA
706
Bell Investment Advisors
California
$2.96K -$301 -1 -10%
Jones Financial Companies
707
Jones Financial Companies
Missouri
$2.96K +$2.71K +9 New
VAG
708
VisionPoint Advisory Group
Texas
$2.63K -$902 -3 -27%
MRCM
709
M&R Capital Management
New Jersey
$2.63K – – –
SAM
710
Smartleaf Asset Management
Massachusetts
$2.3K +$2.1K +7 New
SWM
711
Spire Wealth Management
Virginia
$1.98K +$301 +1 +20%
PWMG
712
Prestige Wealth Management Group
New Jersey
$1.97K – – –
RIL
713
Rothschild Investment LLC
Illinois
$1.97K +$1.8K +6 New
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
$1.32K – – –
BGAI
715
Bruce G. Allen Investments
Colorado
$1.32K +$1.2K +4 New
AW
716
Avion Wealth
Texas
$1K – – –
WIA
717
Wetzel Investment Advisors
Indiana
$1K +$902 +3 New
AWM
718
Abound Wealth Management
Tennessee
$998 -$602 -2 -40%
S
719
Sachetta
Massachusetts
$987 +$902 +3 New
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$940 – – –
FGAM
721
Financial Gravity Asset Management
Texas
$662 – – –
TWP
722
TFO Wealth Partners
Ohio
$658 – – –
TWD
723
True Wealth Design
Ohio
$658 – – –
BWM
724
Baystate Wealth Management
Massachusetts
$486 – – –
JWM
725
Janiczek Wealth Management
Colorado
$329 -$1.8K -6 -86%
27 28
29
30 31

HUBB Hedge Fund Activity: Q4 2023 in Review

726 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hubbell (HUBB) for Q4 2023, worth a combined $15.8B — up 8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new HUBB positions and 66 closed out — a net gain of 58 holders — while 218 added to existing stakes and 276 trimmed.

The largest buyer was Vanguard Group, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $475M.

  • 726 institutional investors held Hubbell (HUBB) as of Q4 2023, up from 675 in Q3 2023.
  • Funds reported $15.8B of Hubbell stock for Q4 2023, up 8% quarter-over-quarter.
  • 124 funds opened new Hubbell positions in Q4 2023 and 66 closed out, a net change of +58 holders.
  • The largest Hubbell buyer in Q4 2023 was Vanguard Group, an estimated $276M added.
  • The largest Hubbell seller in Q4 2023 was BlackRock, an estimated $475M sold.

Based on aggregated 13F filings for Q4 2023.