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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
1W
876
1776 Wealth
Georgia
$544K +$23.8K +117 +5%
P
877
Pitcairn
Pennsylvania
$542K +$113K +558 +28%
1SB
878
1ST Source Bank
Indiana
$541K +$18.7K +92 +4%
BHC
879
Bowen Hanes & Co
Florida
$537K
CCG
880
Cypress Capital Group
Florida
$537K +$29.7K +146 +6%
MMPW
881
Mitchell McLeod Pugh & Williams
Alabama
$535K +$14.6K +72 +3%
NEGWA
882
New England Guild Wealth Advisors
Connecticut
$533K
CWM
883
Congress Wealth Management
Massachusetts
$532K +$5.49K +27 +1%
PCP
884
Proficio Capital Partners
Massachusetts
$530K +$93.1K +458 +23%
LCM
885
LRT Capital Management
Texas
$528K +$502K +2,468 New
DGI
886
Disciplined Growth Investors
Minnesota
$527K -$98.8K -486 -16%
PFBT
887
Parkside Financial Bank & Trust
Missouri
$524K +$24K +118 +5%
FMB
888
Field & Main Bank
Kentucky
$520K +$117K +575 +31%
IBOK
889
Independence Bank of Kentucky
Kentucky
$520K +$155K +765 +46%
TC
890
TownSquare Capital
Utah
$517K -$658K -3,237 -57%
EHC
891
Everett Harris & Co
California
$517K
EWA
892
Encompass Wealth Advisors
Oregon
$515K
VBCG
893
Valley Brook Capital Group
Pennsylvania
$515K
IWA
894
Intercontinental Wealth Advisors
Texas
$513K -$813 -4 -0.2%
FCH
895
Freestone Capital Holdings
Washington
$509K +$249K +1,223 +106%
FCCM
896
First City Capital Management
Georgia
$508K -$5.08K -25 -1%
VC
897
Vicus Capital
Pennsylvania
$506K -$24.6K -121 -5%
CWA
898
Clearview Wealth Advisors
Oregon
$503K +$38.2K +188 +9%
DP
899
Dearborn Partners
Illinois
$501K -$283K -1,393 -37%
VWM
900
Venturi Wealth Management
Texas
$495K +$470K +2,314 New

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.