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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Avalon Investment & Advisory
Texas
$2.61M +$83K +403 +3%
AW
527
Apricus Wealth
South Carolina
$2.57M +$60.8K +295 +2%
UA
528
Unison Advisors
District of Columbia
$2.56M +$9.68K +47 +0.4%
BS
529
Boenning & Scattergood
Pennsylvania
$2.56M +$14.8K +72 +0.6%
KA
530
Kintegral Advisory
New York
$2.55M +$56.2K +273 +2%
WIA
531
Westbourne Investment Advisors
Maryland
$2.53M -$167K -811 -6%
BCM
532
Buckhead Capital Management
Georgia
$2.52M -$170K -825 -6%
HPCM
533
Hunter Perkins Capital Management
Illinois
$2.51M -$443K -2,150 -14%
IRAG
534
Investment Research & Advisory Group
Georgia
$2.48M +$17.1K +83 +0.7%
CS
535
Comerica Securities
Michigan
$2.46M +$402K +1,950 +19%
GAM
536
Gotham Asset Management
New York
$2.45M +$847K +4,112 +49%
SG Americas Securities
537
SG Americas Securities
New York
$2.44M -$3.7M -17,964 -59%
LSV Asset Management
538
LSV Asset Management
Illinois
$2.44M
MHIC
539
Marble Harbor Investment Counsel
Massachusetts
$2.4M +$80.3K +390 +3%
CFCI
540
Comprehensive Financial Consultants Institutional
Indiana
$2.39M -$10.9K -53 -0.4%
CB
541
Community Bank
New York
$2.38M +$145K +704 +6%
SC
542
Slow Capital
California
$2.37M -$11.5K -56 -0.5%
ASA
543
Armstrong Shaw Associates
Connecticut
$2.35M
TYCC
544
Texas Yale Capital Corp
Florida
$2.33M +$9.27K +45 +0.4%
AFM
545
Andesa Financial Management
Pennsylvania
$2.33M +$66.1K +321 +3%
FTDI
546
First Trust Direct Indexing
Massachusetts
$2.32M +$246K +1,193 +11%
JAG
547
Journey Advisory Group
Kentucky
$2.3M +$283K +1,374 +12%
MCM
548
MV Capital Management
Maryland
$2.29M +$2.68K +13 +0.1%
GP
549
Geneva Partners
Wisconsin
$2.28M -$106K -515 -4%
S
550
Surevest
California
$2.27M +$616K +2,992 +35%

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.