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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
CCA
726
Checchi Capital Advisers
California
$896K +$1.14K +6 +0.1%
HT
727
Heritage Trust
Oklahoma
$895K -$40.6K -214 -4%
HCA
728
Harbour Capital Advisors
Virginia
$884K -$1.69M -8,921 -65%
WP
729
WealthSource Partners
California
$884K +$499K +2,626 +118%
WWM
730
Western Wealth Management
Colorado
$882K -$605K -3,184 -40%
KWM
731
Kingsview Wealth Management
Oregon
$878K +$142K +750 +18%
FFM
732
Forum Financial Management
Illinois
$877K -$43.1K -227 -4%
PHS
733
Pekin Hardy Strauss
Illinois
$877K +$190 +1 +0%
MCM
734
Mill Capital Management
North Carolina
$876K -$13.1K -69 -1%
DWT
735
Dorsey & Whitney Trust
South Dakota
$874K +$36.6K +193 +4%
TAM
736
Trust Asset Management
Texas
$874K +$54.1K +285 +6%
GAM
737
Gotham Asset Management
New York
$872K -$1.46M -7,671 -62%
OPS
738
Orion Portfolio Solutions
Nebraska
$872K +$130K +683 +17%
SEC
739
Seven Eight Capital
New York
$867K +$905K +4,765 New
WGCA
740
Wolf Group Capital Advisors
Virginia
$862K
PCM
741
Parsons Capital Management
Rhode Island
$861K +$4.37K +23 +0.5%
TPCW
742
TD Private Client Wealth
New York
$861K +$23.9K +126 +3%
ANTB
743
AMG National Trust Bank
Colorado
$859K +$72.2K +380 +9%
BCP
744
Blackhawk Capital Partners
Wisconsin
$857K +$59.2K +312 +7%
TFA
745
Teamwork Financial Advisors
Texas
$852K -$3.7M -19,467 -81%
TNBTD
746
Trustmark National Bank Trust Department
Mississippi
$851K -$88.1K -464 -9%
CA
747
Commerzbank Aktiengesellschaft
Germany
$850K +$659K +3,472 +289%
PP
748
PFS Partners
New Jersey
$841K +$1.71K +9 +0.2%
CTC
749
Central Trust Company
Missouri
$839K +$58.1K +306 +7%
IC
750
Inscription Capital
Texas
$838K +$20.9K +110 +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.