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1,396 hedge funds and large institutions have $80.1B invested in Chubb in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 526 increasing their positions, 487 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 77

41% more call options, than puts

Call options by funds: $196M | Put options by funds: $139M

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

10% more capital invested

Capital invested by funds: $72.6B → $80.1B (+$7.5B)

6% more funds holding

Funds holding: 1,3221,396 (+74)

1.49% more ownership

Funds ownership: 87.75%89.25% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 487

Holders
1,396
Holders Change
+74
Holders Change %
+5.6%
% of All Funds
22.02%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.44%
New
167
Increased
526
Reduced
487
Closed
77
Calls
$196M
Puts
$139M
Net Calls
+$56.7M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
$15.7M -$5.12M -25,194 -26%
OCM
252
Oakview Capital Management
Texas
$15.6M -$8.41M -41,362 -36%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$15.2M +$1.12M +5,488 +8%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$15M +$473K +2,329 +3%
AIA
255
AGF Investments America
Ontario, Canada
$14.7M +$6.68M +32,867 +91%
TAF
256
Tredje AP-fonden
Sweden
$14.7M +$813K +4,000 +6%
NI
257
Nepsis Inc
Minnesota
$14.4M -$2.67M -13,143 -16%
BC
258
Brookfield Corp
Ontario, Canada
$14.3M +$13.6M +66,990 New
ERIC
259
Eagle Rock Investment Company
Georgia
$14.3M -$1.45M -7,133 -10%
National Bank of Canada
260
National Bank of Canada
Quebec, Canada
$14.3M +$11.9M +58,316 +644%
BCIM
261
British Columbia Investment Management
British Columbia, Canada
$14.2M -$2.17M -10,663 -14%
IAA
262
Independent Advisor Alliance
North Carolina
$14.2M +$127K +627 +1%
MG
263
Mather Group
Illinois
$13.9M -$525K -2,584 -4%
Mariner
264
Mariner
Kansas
$13.8M -$633K -3,116 -5%
O
265
Ossiam
France
$13.8M +$3.32M +16,327 +34%
Marshall Wace
266
Marshall Wace
United Kingdom
$13.7M +$12.6M +61,947 +2,907%
TRCT
267
Tower Research Capital (TRC)
New York
$13.6M +$5.19M +25,540 +67%
TTWM
268
TCV Trust & Wealth Management
Virginia
$13.5M -$43.3K -213 -0.3%
V
269
Veritable
Delaware
$13.5M -$84.9K -418 -0.7%
Man Group
270
Man Group
United Kingdom
$13.4M +$10.1M +49,470 +378%
CIA
271
CCM Investment Advisers
South Carolina
$13.4M -$527K -2,594 -4%
Cerity Partners
272
Cerity Partners
New York
$13.3M +$970K +4,771 +8%
WIC
273
Wilkins Investment Counsel
Massachusetts
$13.3M -$70.1K -345 -0.6%
QIM
274
Quest Investment Management
Oregon
$13.1M -$3.12M -15,367 -20%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M -$2.32M -11,430 -16%

CB Hedge Fund Activity: Q1 2022 in Review

1,396 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2022, worth a combined $80.1B — up 10% from $72.6B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new CB positions and 77 closed out — a net gain of 90 holders — while 526 added to existing stakes and 487 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $491M. The largest seller was Aristotle Capital Management, cutting an estimated $999M.

  • 1,396 institutional investors held Chubb (CB) as of Q1 2022, up from 1,322 in Q4 2021.
  • Funds reported $80.1B of Chubb stock for Q1 2022, up 10% quarter-over-quarter.
  • 167 funds opened new Chubb positions in Q1 2022 and 77 closed out, a net change of +90 holders.
  • The largest Chubb buyer in Q1 2022 was 1832 Asset Management, an estimated $491M added.
  • The largest Chubb seller in Q1 2022 was Aristotle Capital Management, an estimated $999M sold.

Based on aggregated 13F filings for Q1 2022.