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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
Invesco
26
Invesco
Georgia
$487M +$117M +576,272 +34%
American Century Companies
27
American Century Companies
Missouri
$471M -$208M -1,022,349 -32%
UBS Group
28
UBS Group
Switzerland
$470M -$27.3M -134,434 -6%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$462M -$21.8M -107,291 -5%
Morgan Stanley
30
Morgan Stanley
New York
$460M +$2.89M +14,242 +0.7%
Charles Schwab
31
Charles Schwab
California
$455M +$13.2M +64,887 +3%
Amundi
32
Amundi
France
$437M -$31.3M -154,019 -7%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$415M +$1.05M +5,146 +0.3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$399M +$40.2M +198,000 +12%
DSA
35
Davis Selected Advisers
Arizona
$380M -$10.4M -51,310 -3%
Goldman Sachs
36
Goldman Sachs
New York
$380M -$84.3M -414,779 -19%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$362M -$48.6M -239,197 -12%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$336M +$319M +1,569,339 New
Principal Financial Group
39
Principal Financial Group
Iowa
$333M -$2.74M -13,459 -0.9%
DZ Bank
40
DZ Bank
Germany
$322M +$11.1M +54,540 +4%
PPA
41
Parametric Portfolio Associates
Washington
$322M +$22.4M +110,024 +8%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$294M -$2.28M -11,218 -0.8%
AGA
43
Altrinsic Global Advisors
Connecticut
$289M -$92.7M -456,039 -25%
FMI
44
Fiduciary Management Inc
Wisconsin
$267M -$53.8M -264,793 -18%
Barclays
45
Barclays
United Kingdom
$265M -$53M -260,614 -17%
CCM
46
Cullen Capital Management
New York
$255M +$77.2K +380 +0%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$251M +$15.9M +78,130 +7%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$247M +$7.9M +38,869 +3%
Truist Financial
49
Truist Financial
North Carolina
$246M -$6.87M -33,802 -3%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$245M -$27.6M -135,656 -11%

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.