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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
JIP
851
Jaffetilchin Investment Partners
Florida
$581K -$23.7K -115 -4%
WJWM
852
Williams Jones Wealth Management
New York
$575K +$214K +1,039 +55%
QCG
853
Quadrant Capital Group
Ohio
$574K +$30.3K +147 +5%
BAM
854
Boyar Asset Management
New York
$573K +$6.8K +33 +1%
WPW
855
Waldron Private Wealth
Pennsylvania
$572K -$26.8K -130 -4%
BSA
856
Bull Street Advisors
Georgia
$572K
SIM
857
Sentry Investment Management
Wisconsin
$571K -$117K -566 -16%
DP
858
Dearborn Partners
Illinois
$569K +$114K +551 +24%
TSW
859
Thompson Siegel & Walmsley
Virginia
$568K -$61.8K -300 -9%
PA
860
Parallel Advisors
California
$566K +$33.4K +162 +6%
HIM
861
Hillsdale Investment Management
Ontario, Canada
$565K
HJIM
862
Henry James International Management
New York
$564K
WG
863
Welch Group
Alabama
$564K +$12.4K +60 +2%
OIA
864
Optimum Investment Advisors
Illinois
$558K
OFS
865
OneAscent Financial Services
Alabama
$554K +$578K +2,806 New
OIA
866
OneDigital Investment Advisors
Kansas
$552K +$16.1K +78 +3%
SS
867
Simplicity Solutions
Minnesota
$550K +$28.8K +140 +5%
FAB
868
First American Bank
Illinois
$547K -$32.1K -156 -5%
MIM
869
Merrion Investment Management
New Jersey
$547K
C
870
Certuity
Florida
$541K +$98.9K +480 +21%
RPC
871
Rossmore Private Capital
Connecticut
$533K -$2.88K -14 -0.5%
APA
872
Astoria Portfolio Advisors
New York
$531K +$335K +1,627 +151%
DMBA
873
Deseret Mutual Benefit Administrators
Utah
$529K -$11.5K -56 -2%
GWM
874
GSB Wealth Management
Connecticut
$527K -$30.3K -147 -5%
CPWA
875
Cerro Pacific Wealth Advisors
California
$524K -$101K -490 -16%

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.