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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
Goldman Sachs
26
Goldman Sachs
New York
$479M +$149M +784,431 +42%
RJA
27
Raymond James & Associates
Florida
$448M +$16.4M +86,166 +4%
Amundi
28
Amundi
France
$405M +$10.7M +56,364 +3%
Charles Schwab
29
Charles Schwab
California
$387M +$5.1M +26,855 +1%
UBS Group
30
UBS Group
Switzerland
$366M -$22M -116,026 -5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$364M +$13.1M +68,754 +4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$336M -$342K -1,800 -0.1%
DSA
33
Davis Selected Advisers
Arizona
$308M -$3.3M -17,356 -1%
Principal Financial Group
34
Principal Financial Group
Iowa
$278M +$854K +4,499 +0.3%
Capital Research Global Investors
35
Capital Research Global Investors
California
$260M +$131K +688 +0%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$258M -$46.8M -246,668 -15%
AGA
37
Altrinsic Global Advisors
Connecticut
$250M +$14.6M +77,133 +6%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$247M -$369K -1,945 -0.1%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$245M -$1.41M -7,450 -0.6%
Millennium Management
40
Millennium Management
New York
$225M +$123M +645,406 +109%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$223M +$10.2M +53,639 +5%
AIM
42
Alphinity Investment Management
Australia
$216M +$82.3M +433,479 +58%
DZ Bank
43
DZ Bank
Germany
$216M -$57M -299,962 -20%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$214M +$55.7M +293,145 +33%
CCM
45
Cullen Capital Management
New York
$209M +$597K +3,142 +0.3%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$198M -$3.02M -15,927 -1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$195M -$23.5M -123,742 -10%
Truist Financial
48
Truist Financial
North Carolina
$192M +$5.38M +28,320 +3%
American Century Companies
49
American Century Companies
Missouri
$190M -$31.5M -165,857 -14%
Jennison Associates
50
Jennison Associates
New York
$188M +$8.33M +43,865 +4%

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.