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Hubbell

580 hedge funds and large institutions have $11.6B invested in Hubbell in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 220 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $2.56M

1.67% more ownership

Funds ownership: 89.23%90.89% (+1.7%)

4% more capital invested

Capital invested by funds: $11.1B → $11.6B (+$476M)

7% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 61

2% less funds holding

Funds holding: 590580 (-10)

15% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 220

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
580
Holders Change
-10
Holders Change %
-1.69%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
187
Reduced
220
Closed
61
Calls
$9.8M
Puts
$2.56M
Net Calls
+$7.25M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B +$7.79M +32,546 +0.6%
BlackRock
2
BlackRock
New York
$1.33B +$21.4M +89,491 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.22B +$361M +1,509,684 +43%
JP Morgan Chase
4
JP Morgan Chase
New York
$665M +$35.6M +148,953 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$488M +$12.2M +50,956 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$475M -$34.9M -145,757 -7%
State Street
7
State Street
Massachusetts
$427M +$8.55M +35,752 +2%
Fidelity International
8
Fidelity International
Bermuda
$331M +$29.1M +121,787 +10%
Victory Capital Management
9
Victory Capital Management
Texas
$255M -$63.1M -263,899 -20%
Invesco
10
Invesco
Georgia
$248M +$23.8M +99,604 +11%
N
11
Nuveen
North Carolina
$236M +$1.02M +4,278 +0.4%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$235M -$9.9M -41,362 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$205M -$1.86M -7,767 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$147M +$1.55M +6,461 +1%
American Century Companies
15
American Century Companies
Missouri
$131M -$51.1M -213,691 -28%
Northern Trust
16
Northern Trust
Illinois
$129M +$13.9M +57,927 +12%
First Trust Advisors
17
First Trust Advisors
Illinois
$116M +$13.7M +57,311 +14%
Principal Financial Group
18
Principal Financial Group
Iowa
$106M -$5.55M -23,204 -5%
FWIA
19
Fort Washington Investment Advisors
Ohio
$103M -$7.04M -29,406 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$100M -$25.5M -106,480 -21%
BTW
21
Boston Trust Walden
Massachusetts
$90M -$19.8M -82,780 -18%
Bessemer Group
22
Bessemer Group
New Jersey
$84.1M -$45K -188 -0.1%
Norges Bank
23
Norges Bank
Norway
$83.1M -$10.4M -43,551 -11%
Charles Schwab
24
Charles Schwab
California
$78.1M -$703K -2,939 -0.9%
Artisan Partners
25
Artisan Partners
Wisconsin
$76.8M +$75.5M +315,579 New

HUBB Hedge Fund Activity: Q1 2023 in Review

580 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hubbell (HUBB) for Q1 2023, worth a combined $11.6B — up 4.3% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of HUBB and 57 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 187 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $361M. The largest seller was Capital World Investors, exiting entirely with an estimated $306M sold.

  • 580 institutional investors held Hubbell (HUBB) as of Q1 2023, down from 590 in Q4 2022.
  • Funds reported $11.6B of Hubbell stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 57 funds opened new Hubbell positions in Q1 2023 and 61 closed out, a net change of -4 holders.
  • The largest Hubbell buyer in Q1 2023 was T. Rowe Price Associates, an estimated $361M added.
  • The largest Hubbell seller in Q1 2023 was Capital World Investors, an estimated $306M sold.

Based on aggregated 13F filings for Q1 2023.