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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
TCA
701
Transcend Capital Advisors
New Jersey
$1.11M +$141K +693 +15%
TPCW
702
TD Private Client Wealth
New York
$1.1M -$304K -1,498 -23%
AG
703
Ascent Group
Virginia
$1.09M -$21.9K -108 -2%
AF
704
Allworth Financial
California
$1.09M +$3.66K +18 +0.4%
CG
705
Caprock Group
Idaho
$1.08M +$47.4K +233 +5%
VNA
706
Valley National Advisers
Pennsylvania
$1.08M
PTC
707
Private Trust Company
Ohio
$1.08M +$11.2K +55 +1%
JCM
708
Jacobi Capital Management
Pennsylvania
$1.07M +$241K +1,186 +31%
IFO
709
Intrepid Family Office
Florida
$1.07M +$1.02M +5,000 New
WA
710
WestEnd Advisors
North Carolina
$1.07M -$1.02K -5 Closed
FBT
711
First Bankers Trust
Kentucky
$1.07M +$60.8K +299 +6%
JWCA
712
J.W. Coons Advisors
Ohio
$1.06M +$224K +1,103 +28%
PAA
713
Peregrine Asset Advisers
Oregon
$1.06M +$192K +944 +24%
MCM
714
Mill Capital Management
North Carolina
$1.04M
ECM
715
Evergreen Capital Management
Washington
$1.04M +$48.4K +238 +5%
PHS
716
Pekin Hardy Strauss
Illinois
$1.03M +$203 +1 +0%
BC
717
Bowman & Company
Wisconsin
$1.03M +$144K +709 +17%
CFA
718
CWS Financial Advisors
Michigan
$1.02M -$2.03K -10 -0.2%
FFM
719
Forum Financial Management
Illinois
$1.02M +$129K +633 +15%
HLOC
720
H.L. Ormond & Company
North Carolina
$1.01M -$9.14K -45 -0.9%
WIS
721
Wright Investors Service
Connecticut
$1.01M +$965K +4,747 New
DAS
722
Dynamic Advisor Solutions
Arizona
$1.01M -$180K -888 -16%
WGCA
723
Wolf Group Capital Advisors
Virginia
$1.01M -$1.92M -9,468 -67%
PCM
724
Parsons Capital Management
Rhode Island
$1.01M +$5.08K +25 +0.5%
CA
725
Claro Advisors
Massachusetts
$999K

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.