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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
CG
801
CFO4Life Group
Texas
$685K +$5.32K +28 +0.7%
ADL
802
Asset Dedication LLC
California
$677K +$95.5K +503 +16%
EP
803
EPIQ Partners
Minnesota
$676K
S
804
SignatureFD
Georgia
$674K +$86K +453 +14%
HVIA
805
Hudson Valley Investment Advisors
New York
$673K -$22.8K -120 -3%
VEA
806
Virtus ETF Advisers
New York
$672K +$25.3K +133 +4%
CTA
807
Chesley Taft & Associates
Illinois
$670K -$50.5K -266 -7%
WA
808
WBH Advisory
Maryland
$667K -$1.71K -9 -0.2%
CGL
809
Clarius Group LLC
Washington
$667K +$34.9K +184 +5%
MCWA
810
Meadow Creek Wealth Advisors
Georgia
$666K +$9.69K +51 +1%
GIA
811
Guyasuta Investment Advisors
Pennsylvania
$665K
DDC
812
DF Dent & Co
Maryland
$663K -$3.42K -18 -0.5%
GCM
813
GoodHaven Capital Management
New Jersey
$659K
BHA
814
Beech Hill Advisors
New York
$657K
APWM
815
Atlas Private Wealth Management
New York
$657K +$22.8K +120 +3%
RFA
816
Resurgent Financial Advisors
Georgia
$656K +$48.2K +254 +8%
AFM
817
Abbot Financial Management
Massachusetts
$649K +$190 +1 +0%
GIP
818
Granite Investment Partners
California
$637K
NAMP
819
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$637K +$19K +100 +3%
CIM
820
CIM Investment Management
Pennsylvania
$636K
SPC
821
Sigma Planning Corp
Michigan
$627K +$40.6K +214 +7%
ST
822
Spinnaker Trust
Maine
$622K -$9.49K -50 -1%
ATIA
823
American Trust Investment Advisors
New Hampshire
$616K
PA
824
Parallel Advisors
California
$615K +$94.9K +500 +17%
HC
825
Henshaw Capital
Massachusetts
$614K +$2.66K +14 +0.4%

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.