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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
351
Hamel Associates
New Jersey
$7.01M -$288K -1,400 -4%
KeyBank National Association
352
KeyBank National Association
Ohio
$7M -$538K -2,612 -7%
SIG
353
Stonegate Investment Group
Alabama
$6.91M +$24.1K +117 +0.3%
MCM
354
Mattern Capital Management
Colorado
$6.9M -$444K -2,157 -6%
AWM
355
AE Wealth Management
Kansas
$6.86M +$678K +3,289 +10%
LBC
356
Lowe Brockenbrough & Co
Virginia
$6.81M -$128K -620 -2%
SAM
357
Securian Asset Management
Minnesota
$6.75M -$155K -753 -2%
FF
358
FourThought Financial
Florida
$6.64M +$2.97M +14,408 +74%
CM
359
Churchill Management
California
$6.61M +$6.93M +33,626 New
EMPI
360
Elo Mutual Pension Insurance
Finland
$6.6M -$57.5K -279 -0.8%
MML Investors Services
361
MML Investors Services
Massachusetts
$6.59M +$1.23M +5,972 +22%
IC
362
IEQ Capital
California
$6.5M -$206 -1 -0%
TW
363
Transform Wealth
Colorado
$6.49M +$213K +1,033 +3%
BF
364
BOK Financial
Oklahoma
$6.46M -$150K -726 -2%
CIP
365
Chartwell Investment Partners
Pennsylvania
$6.32M -$1.19M -5,784 -15%
SCA
366
Stokes Capital Advisors
South Carolina
$6.2M -$210K -1,020 -3%
KRS
367
Kentucky Retirement Systems
Kentucky
$6.18M +$822K +3,991 +15%
RPA
368
Rock Point Advisors
Vermont
$6.11M -$1.36M -6,578 -17%
TC
369
Telemus Capital
Michigan
$6.09M -$237K -1,149 -4%
SAM
370
Sabadell Asset Management
Spain
$6.07M
DA
371
Duality Advisers
Florida
$6.05M +$3.64M +17,665 +135%
AAS
372
Avantax Advisory Services
Texas
$5.98M +$972K +4,717 +18%
SMDAM
373
Sumitomo Mitsui DS Asset Management
Japan
$5.95M +$274K +1,331 +5%
EGM
374
Engineers Gate Manager
New York
$5.95M +$6.23M +30,257 New
DILIC
375
Dai-ichi Life Insurance Company
Japan
$5.95M -$44.3K -215 -0.7%

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.