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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
SSG
851
Summit Securities Group
New York
$535K +$391K +2,059 +233%
BSA
852
Bull Street Advisors
Georgia
$529K
SIM
853
Sentry Investment Management
Wisconsin
$528K
KFP
854
KB Financial Partners
New Jersey
$528K +$86.2K +454 +19%
HJIM
855
Henry James International Management
New York
$522K
HIM
856
Hillsdale Investment Management
Ontario, Canada
$522K
WG
857
Welch Group
Alabama
$522K
WJWM
858
Williams Jones Wealth Management
New York
$520K -$13.3K -70 -2%
OIA
859
Optimum Investment Advisors
Illinois
$518K +$1.33K +7 +0.2%
ETH
860
Exos TFP Holdings
New York
$517K +$539K +2,841 New
OIA
861
OneDigital Investment Advisors
Kansas
$513K +$2.66K +14 +0.5%
FAB
862
First American Bank
Illinois
$512K +$5.7K +30 +1%
SFA
863
Sequoia Financial Advisors
Ohio
$507K -$94.2K -496 -15%
MIM
864
Merrion Investment Management
New Jersey
$506K
FIM
865
Freedom Investment Management
Connecticut
$502K -$70.1K -369 -12%
CWA
866
Canvas Wealth Advisors
Kansas
$499K +$249K +1,311 +116%
FMB
867
Field & Main Bank
Kentucky
$498K +$25.6K +135 +5%
BBI
868
Baxter Bros Inc
Connecticut
$496K +$12.3K +65 +2%
RPC
869
Rossmore Private Capital
Connecticut
$493K
Grantham, Mayo, Van Otterloo & Co (GMO)
870
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$491K +$171K +900 +50%
HH
871
Hilltop Holdings
Texas
$490K +$24.7K +130 +5%
NERM
872
New England Research & Management
Illinois
$487K +$509K +2,680 New
IAIM
873
International Assets Investment Management
Florida
$486K +$20.3K +107 +4%
CSB
874
City State Bank
Iowa
$485K
CSI
875
Cross Staff Investments
New York
$482K

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.