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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
BWM
401
BerganKDV Wealth Management
Minnesota
$4.92M +$242K +1,273 +5%
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$4.86M -$19K -100 -0.4%
PNC
403
Park National Corp
Ohio
$4.82M -$38.2K -201 -0.8%
NEI
404
Northwest & Ethical Investments
Ontario, Canada
$4.72M -$43.5K -229 -0.9%
Wealthfront Advisers
405
Wealthfront Advisers
California
$4.62M +$166K +872 +4%
SW
406
SVB Wealth
Massachusetts
$4.62M +$429K +2,258 +10%
KNW
407
Kesler Norman & Wride
Utah
$4.56M +$116K +610 +2%
AAIM
408
American Assets Investment Management
California
$4.55M
AFM
409
Andesa Financial Management
Pennsylvania
$4.54M +$2.49M +13,109 +111%
CIM
410
Corbyn Investment Management
Maryland
$4.53M -$180K -946 -4%
MLICM
411
Metropolitan Life Insurance Company (MetLife)
New York
$4.52M -$124K -655 -3%
HCMT
412
Highland Capital Management (Tennessee)
Tennessee
$4.45M -$7.6K -40 -0.2%
PHK
413
Point72 Hong Kong
Hong Kong
$4.42M +$1.69M +8,914 +58%
CT
414
Coastline Trust
Rhode Island
$4.4M -$19K -100 -0.4%
EI
415
Ethic Inc
New York
$4.38M -$219K -1,154 -5%
MFS
416
Mirabella Financial Services
United Kingdom
$4.38M +$2.97M +15,664 +192%
DT
417
Diversified Trust
Tennessee
$4.35M +$182K +960 +4%
MC
418
Middleton & Co
Massachusetts
$4.32M -$25.8K -136 -0.6%
TCM
419
Twin Capital Management
Pennsylvania
$4.31M +$550K +2,899 +14%
SC
420
Sepio Capital
Utah
$4.3M -$898K -4,729 -17%
RBA
421
Richard Bernstein Advisors
New York
$4.26M -$675K -3,557 -13%
WG
422
Winton Group
United Kingdom
$4.26M +$1.17M +6,168 +36%
TCOV
423
Trust Company of Vermont
Vermont
$4.25M +$90.2K +475 +2%
RC
424
RegentAtlantic Capital
New Jersey
$4.23M -$327K -1,723 -7%
HWM
425
HB Wealth Management
Georgia
$4.22M +$247K +1,299 +6%

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.