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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
TCM
826
Tributary Capital Management
Nebraska
$607K -$7.6K -40 -1%
GCP
827
GSA Capital Partners
United Kingdom
$607K +$634K +3,339 New
WC
828
Westhampton Capital
North Carolina
$595K -$4.18K -22 -0.7%
PPP
829
Private Portfolio Partners
New Jersey
$591K +$14.4K +76 +2%
HL
830
HeadInvest LLC
Maine
$587K -$4.75K -25 -0.8%
SC
831
Saturna Capital
Washington
$577K
NPA
832
Nichols & Pratt Advisers
Massachusetts
$572K -$4.75K -25 -0.8%
XSC
833
X-Square Capital
Puerto Rico
$568K +$3.42K +18 +0.6%
CA
834
Continuum Advisory
Idaho
$567K +$268K +1,410 +83%
EWA
835
Encompass Wealth Advisors
Oregon
$563K +$130K +687 +29%
FCAG
836
First Capital Advisors Group
New Jersey
$560K -$12.5K -66 -2%
IA
837
IFP Advisors
Florida
$552K +$121K +639 +18%
JIP
838
Jaffetilchin Investment Partners
Florida
$551K +$13.7K +72 +2%
QCG
839
Quadrant Capital Group
Ohio
$551K +$20.7K +109 +4%
SFO
840
Stokes Family Office
Louisiana
$550K -$11.8K -62 -2%
WP
841
WMS Partners
Maryland
$549K +$7.41K +39 +1%
CCG
842
Ceeto Capital Group
Florida
$548K
CT
843
Cambridge Trust
Massachusetts
$547K -$114K -602 -17%
AWM
844
Avior Wealth Management
Nebraska
$546K
DP
845
Dearborn Partners
Illinois
$546K +$21.1K +111 +4%
WFA
846
Websterrogers Financial Advisors
South Carolina
$545K
SS
847
Simplicity Solutions
Minnesota
$542K +$34.2K +180 +6%
SCM
848
Shelton Capital Management
Colorado
$541K -$20.7K -109 -4%
APA
849
Astoria Portfolio Advisors
New York
$541K +$51.3K +270 +10%
APA
850
American Portfolios Advisors
New York
$541K -$59.1K -311 -9%

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.