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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
AG
501
Advocate Group
Minnesota
$2.76M +$1.5M +7,882 +108%
PL
502
Parkwood LLC
Ohio
$2.76M +$2.88M +15,165 New
CIC
503
Cincinnati Indemnity Company
Ohio
$2.74M
RCAP
504
Resolute Capital Asset Partners
Colorado
$2.73M +$2.85M +15,000 New
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M +$93.2K +491 +3%
MCA
506
Morris Capital Advisors
Pennsylvania
$2.71M -$32.1K -169 -1%
AAM
507
AR Asset Management
California
$2.71M
KS
508
Karpas Strategies
Connecticut
$2.69M
FHB
509
First Hawaiian Bank
Hawaii
$2.69M +$76.5K +403 +3%
TNB
510
Thomasville National Bank
Georgia
$2.68M +$2.66K +14 +0.1%
SGI
511
Summit Global Investments
Utah
$2.64M +$209K +1,098 +8%
SBL
512
Sargent Bickham Lagudis
Colorado
$2.64M -$265K -1,398 -9%
NIM
513
Nicollet Investment Management
Minnesota
$2.64M -$29.8K -157 -1%
CNBTD
514
Citizens National Bank Trust Department
Mississippi
$2.62M +$183K +962 +7%
BA
515
Bristlecone Advisors
Washington
$2.62M -$23.4K -123 -0.8%
CFCI
516
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$168K +884 +7%
RWA
517
River Wealth Advisors
Pennsylvania
$2.56M -$66.1K -348 -2%
PWA
518
Phoenix Wealth Advisors
North Carolina
$2.56M +$29.2K +154 +1%
PWLP
519
Prio Wealth Limited Partnership
Massachusetts
$2.56M -$111K -586 -4%
WC
520
Weil Company
California
$2.55M +$19.4K +102 +0.7%
WCM
521
Wunderlich Capital Managemnt
Tennessee
$2.55M +$58.5K +308 +2%
DCM
522
Delta Capital Management
New Jersey
$2.55M
ECM
523
ExodusPoint Capital Management
New York
$2.54M -$1.76M -9,257 -40%
SG Americas Securities
524
SG Americas Securities
New York
$2.51M +$264K +1,388 +11%
ACM
525
Aquatic Capital Management
Illinois
$2.49M +$2.58M +13,600 +13,600%

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.