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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
VanEck Associates
576
VanEck Associates
New York
$1.83M -$128K -674 -6%
VI
577
Vestcor Inc
New Brunswick, Canada
$1.83M +$23K +121 +1%
GI
578
GAMCO Investors
Connecticut
$1.81M
CA
579
Clearstead Advisors
Ohio
$1.81M -$113K -596 -6%
CCM
580
Cox Capital Management
Massachusetts
$1.81M +$4.18K +22 +0.2%
LF
581
Lantz Financial
Illinois
$1.8M -$1.91M -10,083 -50%
DCM
582
Dupont Capital Management
Delaware
$1.8M -$828K -4,361 -31%
HA
583
Herold Advisors
New York
$1.8M -$8.54K -45 -0.5%
GT
584
Glenview Trust
Kentucky
$1.78M -$277K -1,460 -13%
BRWA
585
B. Riley Wealth Advisors
Florida
$1.76M +$522K +2,749 +40%
CWS
586
Confluence Wealth Services
Pennsylvania
$1.76M -$14.4K -76 -0.8%
HCM
587
Hodges Capital Management
Texas
$1.73M +$1.02M +5,386 +131%
JCM
588
Jag Capital Management
Missouri
$1.72M +$1.79M +9,436 New
WCM Investment Management
589
WCM Investment Management
California
$1.71M +$14.2K +75 +0.8%
USCWA
590
U.S. Capital Wealth Advisors
Texas
$1.7M -$31.7K -167 -2%
NPP
591
New Potomac Partners
Maryland
$1.69M -$11.4K -60 -0.6%
OTPPB
592
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.68M +$384K +2,021 +28%
PNAA
593
Pictet North America Advisors
Switzerland
$1.67M -$120K -634 -6%
SI
594
Stephens Inc
Arkansas
$1.67M -$114K -602 -6%
CNC
595
Canandaigua National Corp
New York
$1.67M -$107K -561 -6%
CK
596
Cohen Klingenstein
New York
$1.66M
MYIA
597
Mount Yale Investment Advisors
Colorado
$1.65M -$2.09K -11 -0.1%
NSEDCP
598
NJ State Employees Deferred Compensation Plan
New Jersey
$1.64M
MWM
599
Mattern Wealth Management
Kansas
$1.61M +$12K +63 +0.7%
FB
600
Fulton Bank
Pennsylvania
$1.61M +$46.9K +247 +3%

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.