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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
NB
426
Northwest Bancshares
Pennsylvania
$4.2M +$64.8K +341 +1%
MAM
427
Meeder Asset Management
Ohio
$4.18M -$169K -890 -4%
BFA
428
Benedict Financial Advisors
Georgia
$4.08M +$40.8K +215 +1%
AWMT
429
AAFMAA Wealth Management & Trust
North Carolina
$4.07M +$353K +1,860 +9%
ACA
430
Aptus Capital Advisors
Alabama
$4.06M -$4.53M -23,877 -52%
CW
431
Connectus Wealth
Ohio
$4.03M +$92.3K +486 +2%
NWM
432
Northcape Wealth Management
New York
$4.01M +$1.55M +8,179 +59%
HIP
433
Harrell Investment Partners
Texas
$3.99M +$311K +1,636 +8%
Lido Advisors
434
Lido Advisors
California
$3.97M +$2.75M +14,464 +197%
FA
435
FDx Advisors
Illinois
$3.96M -$57.9K -305 -1%
NMERB
436
New Mexico Educational Retirement Board
New Mexico
$3.94M -$418K -2,200 -9%
AWM
437
AE Wealth Management
Kansas
$3.91M -$2.55M -13,409 -38%
BHWM
438
Bar Harbor Wealth Management
New Hampshire
$3.88M +$148K +779 +4%
O
439
Ossiam
France
$3.86M -$8.37M -44,079 -67%
BB
440
Berkshire Bank
Massachusetts
$3.83M -$33.2K -175 -0.8%
BPC
441
Banque Pictet & Cie
Switzerland
$3.82M -$485K -2,553 -11%
AA
442
ALPS Advisors
Colorado
$3.81M +$1.22M +6,420 +44%
KPWS
443
Kestra Private Wealth Services
Texas
$3.78M +$725K +3,819 +22%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M +$22.4K +118 +0.6%
CT
445
Chicago Trust
Illinois
$3.75M -$41.2K -217 -1%
SCI
446
S&CO Inc
Massachusetts
$3.73M -$103K -540 -3%
NVIM
447
New Vernon Investment Management
Illinois
$3.73M
VPIM
448
Vanguard Personalized Indexing Management
California
$3.72M +$44.1K +232 +1%
BMM
449
Buffington Mohr McNeal
Idaho
$3.65M +$145K +766 +4%
IC
450
IEQ Capital
California
$3.64M -$2.47M -13,012 -39%

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.