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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
S
826
SignatureFD
Georgia
$640K +$66.1K +321 +11%
HL
827
HeadInvest LLC
Maine
$639K -$10.3K -50 -2%
SPC
828
Sigma Planning Corp
Michigan
$636K +$425K +2,064 +176%
ADL
829
Asset Dedication LLC
California
$634K +$85.9K +417 +15%
EP
830
Eudaimonia Partners
Tennessee
$625K -$97.4K -473 -13%
FNA
831
First National Advisers
Nebraska
$624K +$654K +3,175 New
PPP
832
Private Portfolio Partners
New Jersey
$624K +$10.3K +50 +2%
SC
833
Saturna Capital
Washington
$623K +$74.2K +360 +13%
NPA
834
Nichols & Pratt Advisers
Massachusetts
$622K
SC
835
Savant Capital
Illinois
$618K +$38.5K +187 +6%
FCAG
836
First Capital Advisors Group
New Jersey
$618K +$648K +3,144 New
FIM
837
Freedom Investment Management
Connecticut
$615K -$20.4K -99 -3%
SSA
838
Schonfeld Strategic Advisors
New York
$615K +$644K +3,128 New
XSC
839
X-Square Capital
Puerto Rico
$611K +$169K +821 +36%
SFO
840
Stokes Family Office
Louisiana
$607K -$36.9K -179 -5%
MCM
841
Murphy Capital Management
New Jersey
$607K -$6.18K -30 -1%
SCM
842
Shelton Capital Management
Colorado
$606K
PWP
843
Principle Wealth Partners
Connecticut
$605K
PWS
844
Peterson Wealth Services
Utah
$595K +$91.9K +446 +17%
CCG
845
Ceeto Capital Group
Florida
$592K
AWM
846
Avior Wealth Management
Nebraska
$590K -$123K -596 -17%
WFA
847
Websterrogers Financial Advisors
South Carolina
$590K -$13K -63 -2%
CCM
848
CTC Capital Management
Illinois
$590K +$618K +3,000 New
WP
849
WMS Partners
Maryland
$586K -$14.2K -69 -2%
OQS
850
Occudo Quantitative Strategies
Florida
$583K -$737K -3,579 -55%

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.