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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
MCWA
801
Meadow Creek Wealth Advisors
Georgia
$710K -$42.6K -207 -5%
BHA
802
Beech Hill Advisors
New York
$710K
CT
803
Cambridge Trust
Massachusetts
$710K +$65.3K +317 +10%
IIM
804
Intact Investment Management
Quebec, Canada
$708K -$330K -1,600 -31%
AFM
805
Abbot Financial Management
Massachusetts
$701K +$10.5K +51 +1%
VEA
806
Virtus ETF Advisers
New York
$700K +$733K +3,559 New
GRP
807
Global Retirement Partners
California
$690K -$3.71K -18 -0.5%
GIP
808
Granite Investment Partners
California
$688K +$721K +3,500 New
CIM
809
CIM Investment Management
Pennsylvania
$687K -$4.12K -20 -0.6%
TCM
810
Teza Capital Management
Illinois
$687K +$105K +510 +17%
APWM
811
Atlas Private Wealth Management
New York
$686K -$43.3K -210 -6%
CGL
812
Clarius Group LLC
Washington
$685K +$82.2K +399 +13%
ST
813
Spinnaker Trust
Maine
$682K +$26.8K +130 +4%
CCM
814
Coldstream Capital Management
Washington
$680K +$96.8K +470 +16%
CG
815
CFO4Life Group
Texas
$678K -$35.6K -173 -4%
PL
816
Pluribus Labs
California
$675K +$396K +1,921 +127%
NAMP
817
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K
ATIA
818
American Trust Investment Advisors
New Hampshire
$666K
TCM
819
Tributary Capital Management
Nebraska
$664K -$18.5K -90 -3%
HC
820
Henshaw Capital
Massachusetts
$661K -$131K -636 -16%
RFA
821
Resurgent Financial Advisors
Georgia
$660K +$5.36K +26 +0.8%
DF
822
Donoghue Forlines
Massachusetts
$657K +$688K +3,341 New
WC
823
Westhampton Capital
North Carolina
$647K +$4.53K +22 +0.7%
SFA
824
Sequoia Financial Advisors
Ohio
$646K +$52.5K +255 +8%
APA
825
American Portfolios Advisors
New York
$646K -$3.91K -19 -0.6%

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.