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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
SWP
626
Stratos Wealth Partners
Ohio
$1.44M +$486K +2,559 +48%
WMA
627
West Michigan Advisors
Michigan
$1.39M +$46.3K +244 +3%
SCP
628
Shorepoint Capital Partners
Massachusetts
$1.39M +$1.33K +7 +0.1%
PAS
629
Park Avenue Securities
New York
$1.38M +$427K +2,249 +42%
TCOO
630
Trust Company of Oklahoma
Oklahoma
$1.37M -$77.9K -410 -5%
AWM
631
Apollon Wealth Management
South Carolina
$1.37M +$172K +906 +14%
MC
632
Moors & Cabot
Massachusetts
$1.36M +$2.09K +11 +0.1%
MCM
633
Monarch Capital Management
Indiana
$1.35M
Cetera Investment Advisers
634
Cetera Investment Advisers
Illinois
$1.35M +$488K +2,570 +53%
RW
635
REDW Wealth
New Mexico
$1.35M
PTP
636
Platform Technology Partners
New York
$1.34M +$30.4K +160 +2%
RWM
637
Ritholtz Wealth Management
New York
$1.34M +$651K +3,427 +87%
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M
BFEC
639
Benjamin F. Edwards & Company
Missouri
$1.32M -$137K -722 -9%
SF
640
Summit Financial
New Jersey
$1.32M +$221K +1,164 +19%
SLWA
641
San Luis Wealth Advisors
California
$1.32M -$586K -3,087 -30%
LC
642
Lincoln Capital
Nebraska
$1.31M
FWIA
643
Fort Washington Investment Advisors
Ohio
$1.31M
EIP
644
Epoch Investment Partners
New York
$1.31M -$47.1K -248 -3%
NGA
645
Naples Global Advisors
Florida
$1.3M +$37.6K +198 +3%
GAM
646
Griffin Asset Management
New York
$1.3M -$113K -597 -8%
FLI
647
Family Legacy Inc
South Carolina
$1.28M
ONB
648
Old National Bancorp
Indiana
$1.28M +$80.9K +426 +6%
RA
649
Rational Advisors
New York
$1.28M +$1.34M +7,044 New
LFAS
650
Level Four Advisory Services
Texas
$1.28M -$31K -163 -2%

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.