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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
751
TFG Advisers
Michigan
$870K +$20.2K +98 +2%
QT
752
Quantamental Technologies
New York
$868K +$909K +4,415 New
CAM
753
Columbia Asset Management
Michigan
$867K +$909K +4,411 New
BCP
754
Blackhawk Capital Partners
Wisconsin
$865K +$111K +541 +14%
WCA
755
Westover Capital Advisors
Delaware
$863K -$6.18K -30 -0.7%
EWA
756
EverSource Wealth Advisors
Alabama
$858K +$165K +799 +22%
TPW
757
Transatlantique Private Wealth
New York
$858K +$899K +4,364 New
BBHC
758
Brown Brothers Harriman & Co
New York
$854K -$188K -912 -17%
DHFB
759
Dixon Hubard Feinour & Brown
Virginia
$852K -$43.3K -210 -5%
MP
760
McDonald Partners
Ohio
$852K +$42.6K +207 +5%
TFS
761
Thoroughbred Financial Services
Tennessee
$851K +$623K +3,022 +231%
CTC
762
Central Trust Company
Missouri
$846K -$35K -170 -4%
FMAEN1
763
Fund Management at Engine No 1
California
$841K +$130K +632 +17%
HLOC
764
H.L. Ormond & Company
North Carolina
$834K -$104K -503 -11%
NW
765
NewEdge Wealth
Pennsylvania
$834K +$184K +891 +27%
CPR
766
CSU Producer Resources
Ohio
$828K
FAIM
767
Financial Advocates Investment Management
Washington
$821K -$3.5K -17 -0.4%
ANTB
768
AMG National Trust Bank
Colorado
$820K -$17.5K -85 -2%
RC
769
Roundview Capital
New Jersey
$819K
EFS
770
Essex Financial Services
Connecticut
$814K -$28.6K -139 -3%
HCM
771
Hodges Capital Management
Texas
$810K -$704K -3,419 -45%
OPS
772
Orion Portfolio Solutions
Nebraska
$809K +$78.1K +379 +10%
SYBT
773
Stock Yards Bank & Trust
Kentucky
$806K +$488K +2,367 +137%
ED
774
Exane Derivatives
France
$804K -$275K -1,334 -25%
KWM
775
Kingsview Wealth Management
Oregon
$801K -$832K -4,041 -50%

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.