We are live on ! Find out more

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
CWS
576
Confluence Wealth Services
Pennsylvania
$2.02M +$1.92M +9,453 New
NPP
577
New Potomac Partners
Maryland
$2.01M -$88K -433 -4%
SB
578
Simmons Bank
Arkansas
$2.01M -$496K -2,439 -21%
HI
579
Horizon Investments
North Carolina
$2M +$264K +1,299 +16%
BMWM
580
Brown Miller Wealth Management
Virginia
$1.98M +$33.1K +163 +2%
SLI
581
Sumitomo Life Insurance
Japan
$1.97M -$32.5K -160 -2%
CW
582
Connectus Wealth
Ohio
$1.96M -$18.3K -90 -0.9%
CK
583
Cohen Klingenstein
New York
$1.95M
DWA
584
Douglass Winthrop Advisors
New York
$1.95M -$54.9K -270 -3%
NSEDCP
585
NJ State Employees Deferred Compensation Plan
New Jersey
$1.93M
HF
586
HRT Financial
New York
$1.93M -$9.68M -47,653 -84%
FB
587
Fulton Bank
Pennsylvania
$1.93M -$70.7K -348 -4%
MIC
588
Meridian Investment Counsel
California
$1.88M -$19.7K -97 -1%
BCV
589
Banque Cantonale Vaudoise
Switzerland
$1.88M
MWM
590
Mattern Wealth Management
Kansas
$1.88M +$206K +1,015 +13%
NRS
591
Neville Rodie & Shaw
New York
$1.87M -$14.2K -70 -0.8%
PGA
592
Portland Global Advisors
Maine
$1.87M -$52K -256 -3%
FHA
593
First Horizon Advisors
Tennessee
$1.84M +$1.46M +7,179 +496%
CC
594
Centiva Capital
New York
$1.84M +$1.75M +8,615 New
S
595
Surevest
California
$1.83M +$1.74M +8,547 +44,984%
TCOO
596
Trust Company of Oklahoma
Oklahoma
$1.83M -$218K -1,074 -11%
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$1.82M +$176K +868 +11%
DY
598
Dowling & Yahnke
California
$1.8M +$129K +637 +8%
RCAG
599
Rehmann Capital Advisory Group
Michigan
$1.79M +$121K +597 +8%
CCIA
600
Campbell & Co Investment Adviser
Maryland
$1.79M +$1.7M +8,375 New

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.