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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
LFAS
626
Level Four Advisory Services
Texas
$1.59M +$73.6K +362 +5%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M +$69.9K +344 +5%
PTP
628
Platform Technology Partners
New York
$1.55M +$42.7K +210 +3%
FWIA
629
Fort Washington Investment Advisors
Ohio
$1.54M -$31.5K -155 -2%
SC
630
SRB Corp
Massachusetts
$1.54M
MC
631
Moors & Cabot
Massachusetts
$1.53M +$79.3K +390 +6%
FLI
632
Family Legacy Inc
South Carolina
$1.52M -$7.93K -39 -0.5%
WCM Investment Management
633
WCM Investment Management
California
$1.5M +$276K +1,358 +24%
Luther King Capital Management (LKCM)
634
Luther King Capital Management (LKCM)
Texas
$1.48M -$158K -779 -10%
ATC
635
Argent Trust Co
Tennessee
$1.47M -$163K -803 -10%
IRF
636
IBM Retirement Fund
New York
$1.46M -$87.2K -429 -6%
NGA
637
Naples Global Advisors
Florida
$1.46M -$8.74K -43 -0.6%
VI
638
Vestcor Inc
New Brunswick, Canada
$1.46M +$284K +1,399 +26%
MGP
639
Metis Global Partners
California
$1.46M +$614K +3,021 +80%
WMA
640
West Michigan Advisors
Michigan
$1.46M +$447K +2,199 +48%
BRWA
641
B. Riley Wealth Advisors
Florida
$1.45M -$329K -1,620 -19%
RW
642
REDW Wealth
New Mexico
$1.44M +$699K +3,438 +104%
MCM
643
McRae Capital Management
New Jersey
$1.43M -$61K -300 -4%
Wealth Enhancement Advisory Services
644
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$22.6K +111 +2%
QI
645
Qtron Investments
Massachusetts
$1.42M +$421K +2,071 +45%
LNC
646
Lincoln National Corp
Pennsylvania
$1.42M +$34.5K +170 +3%
OQS
647
Occudo Quantitative Strategies
Florida
$1.4M +$1.1M +5,402 +473%
MCA
648
Magnolia Capital Advisors
Mississippi
$1.39M -$68.5K -337 -5%
ONGA
649
O'Neil Global Advisors
California
$1.39M +$1.32M +6,500 New
CWM
650
Cordatus Wealth Management
Pennsylvania
$1.39M -$22.4K -110 -2%

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.