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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
GRP
801
Global Retirement Partners
California
$734K +$717K +3,528 New
NAMP
802
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$727K
ATIA
803
American Trust Investment Advisors
New Hampshire
$724K
RWM
804
Ritholtz Wealth Management
New York
$718K +$199K +977 +41%
NW
805
NewEdge Wealth
Pennsylvania
$717K -$207K -1,021 -23%
ST
806
Spinnaker Trust
Maine
$715K
RFA
807
Resurgent Financial Advisors
Georgia
$712K +$23K +113 +4%
BRWM
808
B. Riley Wealth Management
Tennessee
$709K -$51.8K -255 -7%
APA
809
American Portfolios Advisors
New York
$707K +$61.4K +302 +10%
HL
810
HeadInvest LLC
Maine
$706K -$19.3K -95 -3%
CT
811
Cambridge Trust
Massachusetts
$705K -$204K -1,002 -23%
SFO
812
Stokes Family Office
Louisiana
$699K -$2.64K -13 -0.4%
WC
813
Westhampton Capital
North Carolina
$699K
FRM
814
Fox Run Management
Connecticut
$695K +$660K +3,248 New
FIM
815
Freedom Investment Management
Connecticut
$690K -$110K -541 -14%
BG
816
Bollard Group
Massachusetts
$690K +$1.63K +8 +0.2%
TSW
817
Thompson Siegel & Walmsley
Virginia
$682K -$9.14K -45 -1%
WA
818
Wealth Alliance
New York
$682K +$7.32K +36 +1%
SEC
819
Seven Eight Capital
New York
$679K +$645K +3,173 New
NPA
820
Nichols & Pratt Advisers
Massachusetts
$677K
CPWA
821
Cerro Pacific Wealth Advisors
California
$674K +$22.2K +109 +4%
PPP
822
Private Portfolio Partners
New Jersey
$668K +$7.32K +36 +1%
MCM
823
Murphy Capital Management
New Jersey
$667K -$30.5K -150 -5%
WFA
824
Websterrogers Financial Advisors
South Carolina
$663K +$183K +902 +42%
SCM
825
Shelton Capital Management
Colorado
$660K

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.