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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
CI
776
Conning Inc
Connecticut
$757K -$90.2K -475 -10%
EFS
777
Essex Financial Services
Connecticut
$754K +$1.14K +6 +0.1%
WCA
778
Westover Capital Advisors
Delaware
$753K -$47.5K -250 -6%
CAM
779
Columbia Asset Management
Michigan
$749K -$56K -295 -7%
SYBT
780
Stock Yards Bank & Trust
Kentucky
$745K
LWAM
781
Legacy Wealth Asset Management
Minnesota
$744K -$260K -1,367 -25%
FFWA
782
FRG Family Wealth Advisors
Washington
$741K
MNBTD
783
Moody National Bank Trust Division
Texas
$732K
FMAEN1
784
Fund Management at Engine No 1
California
$730K -$49.9K -263 -6%
EWA
785
EverSource Wealth Advisors
Alabama
$727K -$69.3K -365 -8%
CIC
786
Cornercap Investment Counsel
Georgia
$723K +$755K +3,976 New
FA
787
FC Advisory
Pennsylvania
$721K
MA
788
Montag & Associates
Georgia
$719K
DGAM
789
Desjardins Global Asset Management
Quebec, Canada
$719K +$6.46K +34 +0.9%
MFG
790
Monte Financial Group
Connecticut
$718K +$13.3K +70 +2%
MW
791
Marcum Wealth
Ohio
$718K +$44.4K +234 +6%
FAIM
792
Financial Advocates Investment Management
Washington
$718K +$545K +2,870 +69%
BPM
793
Bowling Portfolio Management
Ohio
$705K -$921K -4,849 -56%
JCM
794
Jacobi Capital Management
Pennsylvania
$701K -$22.2K -117 -3%
MBT
795
Montecito Bank & Trust
California
$701K -$5.7K -30 -0.8%
BOH
796
Bank of Hawaii
Hawaii
$701K -$5.32K -28 -0.7%
KFS
797
Kurt F. Somerville
$691K
BBHC
798
Brown Brothers Harriman & Co
New York
$690K -$105K -551 -13%
BI
799
Ballast Inc
Kentucky
$690K -$9.49K -50 -1%
SCA
800
Sippican Capital Advisors
Massachusetts
$686K

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.