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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
PWP
826
Principle Wealth Partners
Connecticut
$658K
WP
827
WMS Partners
Maryland
$652K +$620K +3,050 New
WPW
828
Waldron Private Wealth
Pennsylvania
$651K -$42.3K -208 -6%
SFA
829
Sequoia Financial Advisors
Ohio
$648K +$230K +1,134 +60%
CCG
830
Ceeto Capital Group
Florida
$644K
OF
831
Outfitter Financial
Maine
$642K
CCM
832
Coldstream Capital Management
Washington
$640K +$23K +113 +4%
TCM
833
Teza Capital Management
Illinois
$638K +$607K +2,985 New
SC
834
Savant Capital
Illinois
$632K +$63K +310 +12%
JIP
835
Jaffetilchin Investment Partners
Florida
$631K +$76.6K +377 +14%
FAB
836
First American Bank
Illinois
$629K
S
837
SignatureFD
Georgia
$627K +$76.2K +375 +15%
AC
838
ASB Consultores
Florida
$622K -$226K -1,114 -28%
BSA
839
Bull Street Advisors
Georgia
$622K +$6.1K +30 +1%
BAM
840
Boyar Asset Management
New York
$616K +$17.1K +84 +3%
HIM
841
Hillsdale Investment Management
Ontario, Canada
$614K +$583K +2,870 New
HJIM
842
Henry James International Management
New York
$613K +$2.03K +10 +0.3%
OIA
843
Optimum Investment Advisors
Illinois
$607K -$30.5K -150 -5%
GWM
844
GSB Wealth Management
Connecticut
$605K +$406 +2 +0.1%
MFW
845
Meristem Family Wealth
Minnesota
$603K -$391K -1,922 -41%
KFP
846
KB Financial Partners
New Jersey
$603K +$37K +182 +7%
SC
847
Saturna Capital
Washington
$601K
WG
848
Welch Group
Alabama
$601K
CGL
849
Clarius Group LLC
Washington
$597K
ADL
850
Asset Dedication LLC
California
$595K +$402K +1,977 +242%

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.