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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
TSWM
876
Tyler-Stone Wealth Management
Ohio
$480K
TFA
877
Transamerica Financial Advisors
Florida
$480K +$23.7K +125 +5%
BCM
878
BTR Capital Management
California
$479K +$146K +768 +41%
SC
879
Savant Capital
Illinois
$478K -$98.6K -519 -16%
C
880
Certuity
Florida
$472K -$30K -158 -6%
WPC
881
Wedmont Private Capital
Pennsylvania
$472K +$142K +746 +40%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$471K -$760 -4 -0.2%
SWM
883
SeaCrest Wealth Management
New York
$471K +$67.4K +355 +16%
QCM
884
Quantinno Capital Management
New York
$471K +$90K +474 +22%
HTHT
885
Hemenway Trust Hemenway Trust
New Hampshire
$470K
MMPW
886
Mitchell McLeod Pugh & Williams
Alabama
$467K +$5.32K +28 +1%
UAS
887
United Asset Strategies
New York
$467K +$30K +158 +7%
WPW
888
Waldron Private Wealth
Pennsylvania
$465K -$67.4K -355 -12%
1W
889
1776 Wealth
Georgia
$462K
CPWA
890
Cerro Pacific Wealth Advisors
California
$461K -$23.9K -126 -5%
PCP
891
Proficio Capital Partners
Massachusetts
$460K -$3.8K -20 -0.8%
EHC
892
Everett Harris & Co
California
$459K -$7.41K -39 -2%
CWA
893
Clearview Wealth Advisors
Oregon
$459K +$15.6K +82 +3%
IWA
894
Intercontinental Wealth Advisors
Texas
$459K +$23.5K +124 +5%
MA
895
Mutual Advisors
Nebraska
$458K +$88.1K +464 +23%
1SB
896
1ST Source Bank
Indiana
$457K +$18.6K +98 +4%
TC
897
TownSquare Capital
Utah
$455K +$14.8K +78 +3%
NEGWA
898
New England Guild Wealth Advisors
Connecticut
$454K
JWCA
899
J.W. Cole Advisors
Florida
$451K +$110K +577 +30%
GWM
900
GSB Wealth Management
Connecticut
$450K -$39.3K -207 -8%

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.