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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
JAG
551
Journey Advisory Group
Kentucky
$2.15M -$123K -650 -5%
HA
552
Harfst & Associates
Wyoming
$2.15M +$529K +2,788 +31%
CF
553
Concorde Financial
Texas
$2.14M +$2.23M +11,732 New
MCM
554
MV Capital Management
Maryland
$2.14M +$24.7K +130 +1%
PG
555
Patten Group
Tennessee
$2.14M +$58.5K +308 +3%
FTDI
556
First Trust Direct Indexing
Massachusetts
$2.14M -$7.22K -38 -0.3%
AAM
557
Arabesque Asset Management
United Kingdom
$2.13M +$279K +1,468 +14%
BS
558
Boenning & Scattergood
Pennsylvania
$2.11M -$273K -1,437 -11%
SIA
559
Schechter Investment Advisors
Michigan
$2.1M -$391K -2,060 -15%
TI
560
Tidal Investments
Wisconsin
$2.09M +$88.1K +464 +4%
ACM
561
Argyle Capital Management
Pennsylvania
$2.08M
API
562
Advisor Partners II
California
$2.07M +$2.16M +11,372 New
AIP
563
Ameritas Investment Partners
Nebraska
$2.02M +$49.9K +263 +2%
LAIC
564
Lederer & Associates Investment Counsel
California
$2.01M -$19.2K -101 -0.9%
HTC
565
Haverford Trust Company
Pennsylvania
$2M -$18.4K -97 -0.9%
OPPTF
566
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.99M +$23.4K +123 +1%
RWA
567
Ropes Wealth Advisors
Massachusetts
$1.96M +$47.5K +250 +2%
MSFS
568
Main Street Financial Solutions
Pennsylvania
$1.95M +$159K +836 +8%
IA
569
IFG Advisory
Georgia
$1.92M +$127K +671 +7%
SSWM
570
Smith Salley Wealth Management
North Carolina
$1.92M +$4.94K +26 +0.2%
AWA
571
Aaron Wealth Advisors
Illinois
$1.89M -$85.5K -450 -4%
BMWM
572
Brown Miller Wealth Management
Virginia
$1.88M +$179K +945 +10%
BL
573
Balentine LLC
Georgia
$1.86M -$1.38M -7,259 -42%
DY
574
Dowling & Yahnke
California
$1.85M +$2.09K +11 +0.1%
MWM
575
Mission Wealth Management
California
$1.84M +$8.93K +47 +0.5%

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.