We are live on ! Find out more

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
WA
701
Wealth Alliance
New York
$1.06M -$28.9K -152 -3%
CF
702
Centaurus Financial
California
$1.06M +$38.9K +205 +4%
CAM
703
Cresset Asset Management
Illinois
$1.05M -$146K -768 -12%
PTC
704
Private Trust Company
Ohio
$1.05M +$14.1K +74 +1%
BHC
705
Bowen Hanes & Co
Florida
$1.04M +$600K +3,160 +124%
HI
706
Horizon Investments
North Carolina
$1.03M -$758K -3,991 -41%
BP
707
Ballentine Partners
Massachusetts
$1.03M +$85.1K +448 +9%
CA
708
Cetera Advisors
Colorado
$1.02M -$25.1K -132 -2%
Balyasny Asset Management
709
Balyasny Asset Management
Illinois
$1.01M -$51.6M -271,691 -98%
S
710
SimplyRich
California
$1.01M -$1.9K -10 -0.2%
MPPW
711
Mitchell & Pahl Private Wealth
Oklahoma
$1M +$81.5K +429 +8%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$997K +$84.1K +443 +9%
AI
713
AXS Investments
New York
$991K +$80.5K +424 +8%
VNA
714
Valley National Advisers
Pennsylvania
$984K +$1.14K +6 +0.1%
SCM
715
Silvant Capital Management
Georgia
$981K
WI
716
Wintrust Investments
Illinois
$969K +$1.01M +5,327 New
VA
717
Valmark Advisers
Ohio
$961K
LHC
718
Little House Capital
Massachusetts
$960K +$102K +536 +11%
Carson Wealth (CWM LLC)
719
Carson Wealth (CWM LLC)
Nebraska
$959K +$106K +557 +12%
TPW
720
Transatlantique Private Wealth
New York
$957K +$171K +899 +21%
MWA
721
Meridian Wealth Advisors
Texas
$943K +$61.7K +325 +7%
CI
722
Cigna Investments
Connecticut
$937K -$62.5K -329 -6%
IWC
723
Integrated Wealth Concepts
Massachusetts
$930K +$99.9K +526 +11%
SWA
724
Stratos Wealth Advisors
Ohio
$916K -$273K -1,439 -22%
ACH
725
ArrowMark Colorado Holdings
Colorado
$904K -$194K -1,020 -17%

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.