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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
DAC
526
Dividend Assets Capital
South Carolina
$2.46M -$38K -200 -1%
FNT
527
First National Trust
Pennsylvania
$2.45M -$149K -785 -6%
AC
528
Allstate Corporation
Illinois
$2.43M -$162K -851 -6%
AW
529
Apricus Wealth
South Carolina
$2.4M +$18.8K +99 +0.8%
NWM
530
NEIRG Wealth Management
Massachusetts
$2.39M -$78.6K -414 -3%
IRAG
531
Investment Research & Advisory Group
Georgia
$2.38M +$97.6K +514 +4%
AIA
532
Avalon Investment & Advisory
Texas
$2.38M -$34.4K -181 -1%
UA
533
Unison Advisors
District of Columbia
$2.38M +$9.87K +52 +0.4%
S
534
Surevest
California
$2.37M +$283K +1,492 +13%
HCM
535
HMS Capital Management
Tennessee
$2.37M -$69.3K -365 -3%
KA
536
Kintegral Advisory
New York
$2.36M
WIA
537
Westbourne Investment Advisors
Maryland
$2.34M -$949 -5 -0%
PP
538
Prudential plc
United Kingdom
$2.31M +$460K +2,425 +24%
CB
539
Community Bank
New York
$2.31M +$118K +620 +5%
BCM
540
Buckhead Capital Management
Georgia
$2.31M -$24.9K -131 -1%
MHIC
541
Marble Harbor Investment Counsel
Massachusetts
$2.3M +$80.7K +425 +3%
Holocene Advisors
542
Holocene Advisors
New York
$2.27M +$2.37M +12,500 New
AWS
543
Atria Wealth Solutions
New York
$2.23M -$982K -5,172 -30%
MA
544
MUFG Americas
New York
$2.22M -$495K -2,608 -18%
SC
545
Slow Capital
California
$2.21M +$21.1K +111 +0.9%
PFS
546
Prospera Financial Services
Texas
$2.21M -$510K -2,687 -18%
ASA
547
Armstrong Shaw Associates
Connecticut
$2.17M
SWP
548
Strategic Wealth Partners
Ohio
$2.17M +$153K +806 +7%
CS
549
Comerica Securities
Michigan
$2.16M -$123K -646 -5%
TYCC
550
Texas Yale Capital Corp
Florida
$2.16M

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.