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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
FTDI
551
First Trust Direct Indexing
Massachusetts
$2.27M +$244K +1,203 +13%
CS
552
Comerica Securities
Michigan
$2.26M +$21.3K +105 +1%
VWMG
553
Virginia Wealth Management Group
Virginia
$2.25M -$352K -1,734 -14%
CA
554
Clearstead Advisors
Ohio
$2.25M +$59.7K +294 +3%
RWA
555
Ropes Wealth Advisors
Massachusetts
$2.25M -$190K -935 -8%
PP
556
Prudential plc
United Kingdom
$2.24M +$2.13M +10,467 New
VanEck Associates
557
VanEck Associates
New York
$2.21M -$807K -3,971 -28%
MYIA
558
Mount Yale Investment Advisors
Colorado
$2.2M -$20.7K -102 -1%
AP
559
Advisor Partners
California
$2.19M -$83.5K -411 -4%
SI
560
Stephens Inc
Arkansas
$2.18M -$881K -4,334 -30%
PIC
561
PCJ Investment Counsel
Ontario, Canada
$2.14M +$2.03M +10,000 New
PP
562
Paloma Partners
Connecticut
$2.14M +$2.03M +9,984 New
GI
563
GAMCO Investors
Connecticut
$2.13M
PWM
564
Pinnacle Wealth Management
California
$2.13M +$2.02M +9,938 New
CCM
565
Cox Capital Management
Massachusetts
$2.11M +$19.3K +95 +1%
KIA
566
KCM Investment Advisors
California
$2.1M +$380K +1,870 +23%
MWM
567
Mission Wealth Management
California
$2.09M -$1.42K -7 -0.1%
IA
568
IFG Advisory
Georgia
$2.08M -$41K -202 -2%
SSWM
569
Smith Salley Wealth Management
North Carolina
$2.08M +$1.98M +9,738 New
Wolverine Trading
570
Wolverine Trading
Illinois
$2.08M -$1.37M -6,760 -41%
MSFS
571
Main Street Financial Solutions
Pennsylvania
$2.06M -$27.8K -137 -1%
CAN
572
Cetera Advisor Networks
California
$2.06M +$38.8K +191 +2%
HA
573
Herold Advisors
New York
$2.06M +$1.96M +9,625 New
Aristotle Capital Management
574
Aristotle Capital Management
California
$2.04M -$999M -4,914,454 -100%
USCWA
575
U.S. Capital Wealth Advisors
Texas
$2.03M -$100K -494 -5%

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.