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1,358 hedge funds and large institutions have $66.4B invested in Chubb in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 560 increasing their positions, 463 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 463

12% more call options, than puts

Call options by funds: $217M | Put options by funds: $194M

0.54% more ownership

Funds ownership: 87.14%87.68% (+0.54%)

3% less funds holding

Funds holding: 1,4021,358 (-44)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.88B)

22% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 113

25% less funds holding in top 10

Funds holding in top 10: 4433 (-11)

Holders
1,358
Holders Change
-44
Holders Change %
-3.14%
% of All Funds
23.39%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
88
Increased
560
Reduced
463
Closed
113
Calls
$217M
Puts
$194M
Net Calls
+$22.8M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$6.89M -$84.9K -447 -1%
OC
352
Oppenheimer & Co
New York
$6.81M +$111K +587 +2%
LG
353
Leuthold Group
Minnesota
$6.75M +$3.33M +17,517 +90%
FF
354
FourThought Financial
Florida
$6.72M +$597K +3,142 +9%
DILIC
355
Dai-ichi Life Insurance Company
Japan
$6.72M +$1.27M +6,679 +22%
OQS
356
Occudo Quantitative Strategies
Florida
$6.71M +$6.45M +33,942 +1,144%
CJL
357
Cyrus J. Lawrence
New York
$6.65M -$222K -1,167 -3%
TRCT
358
Tower Research Capital (TRC)
New York
$6.54M +$2.35M +12,391 +53%
KeyBank National Association
359
KeyBank National Association
Ohio
$6.48M +$3.8K +20 +0.1%
AAS
360
Avantax Advisory Services
Texas
$6.47M +$981K +5,167 +17%
HA
361
Hamel Associates
New Jersey
$6.47M -$19K -100 -0.3%
BCI
362
Brinker Capital Investments
Pennsylvania
$6.46M -$87.9K -463 -1%
MCM
363
Mattern Capital Management
Colorado
$6.41M +$31K +163 +0.5%
JG
364
Jefferies Group
New York
$6.37M +$949K +5,000 +17%
TW
365
Transform Wealth
Colorado
$6.3M +$300K +1,580 +5%
CM
366
Churchill Management
California
$6.26M +$153K +808 +2%
AIM
367
Aigen Investment Management
New York
$6.24M +$2.69M +14,140 +70%
SIG
368
Stonegate Investment Group
Alabama
$6.21M -$185K -972 -3%
SAM
369
Securian Asset Management
Minnesota
$6.19M -$57.9K -305 -0.9%
ASC
370
Atalanta Sosnoff Capital
New York
$6.03M -$3.41M -17,937 -35%
LBC
371
Lowe Brockenbrough & Co
Virginia
$5.98M -$333K -1,756 -5%
KRS
372
Kentucky Retirement Systems
Kentucky
$5.95M +$236K +1,245 +4%
MML Investors Services
373
MML Investors Services
Massachusetts
$5.88M -$230K -1,213 -4%
BF
374
BOK Financial
Oklahoma
$5.87M -$112K -592 -2%
AIM
375
Artemis Investment Management
United Kingdom
$5.86M +$6.11M +32,166 New

CB Hedge Fund Activity: Q3 2022 in Review

1,358 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2022, worth a combined $66.4B — down 8.1% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CB and 88 opened new positions — a net loss of 25 holders — while 463 trimmed existing stakes and 560 added.

The largest buyer was Goldman Sachs, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $565M.

  • 1,358 institutional investors held Chubb (CB) as of Q3 2022, down from 1,402 in Q2 2022.
  • Funds reported $66.4B of Chubb stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 88 funds opened new Chubb positions in Q3 2022 and 113 closed out, a net change of -25 holders.
  • The largest Chubb buyer in Q3 2022 was Goldman Sachs, an estimated $149M added.
  • The largest Chubb seller in Q3 2022 was Wellington Management Group, an estimated $565M sold.

Based on aggregated 13F filings for Q3 2022.