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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
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$493K -$1.02K -5 -0.2%
HPC
902
HM Payson & Co
Maine
$492K -$8.74K -43 -2%
CCMD
903
Cypress Capital Management (Delaware)
Delaware
$492K
JSL
904
JT Stratford LLC
Georgia
$492K +$81.1K +399 +21%
LCM
905
Laurion Capital Management
New York
$492K +$242K +1,192 +108%
SIG
906
Sky Investment Group
Connecticut
$489K -$2.03K -10 -0.4%
XSC
907
X-Square Capital
Puerto Rico
$489K +$33.7K +166 +8%
EARNEST Partners
908
EARNEST Partners
Georgia
$486K
PCA
909
Peddock Capital Advisors
Massachusetts
$486K
C
910
Certuity
Florida
$486K +$462K +2,273 New
WP
911
WealthSource Partners
California
$482K +$20.3K +100 +5%
SCA
912
Sandy Cove Advisors
Massachusetts
$481K -$447K -2,200 -49%
GAM
913
Griffin Asset Management
New York
$481K
PCM
914
Pointe Capital Management
Michigan
$480K
MA
915
Mutual Advisors
Nebraska
$479K +$7.93K +39 +2%
BAM
916
Blueshift Asset Management
New Jersey
$477K -$1.19M -5,840 -72%
UAS
917
United Asset Strategies
New York
$475K +$27.8K +137 +7%
SWM
918
SeaCrest Wealth Management
New York
$474K +$42.7K +210 +10%
BBA
919
BLB&B Advisors
Pennsylvania
$473K +$7.11K +35 +2%
WWM
920
Windsor Wealth Management
Indiana
$471K +$11.6K +57 +3%
IA
921
IFP Advisors
Florida
$469K +$419K +2,064 +142%
EBWM
922
Eagle Bluffs Wealth Management
Missouri
$468K +$27.6K +136 +7%
ER
923
Enlightenment Research
Florida
$467K +$444K +2,184 New
FNBT
924
FineMark National Bank & Trust
Florida
$464K +$28K +138 +7%
MRCM
925
M&R Capital Management
New Jersey
$464K +$106K +520 +32%

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.