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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
CWA
901
Clearview Wealth Advisors
Oregon
$480K +$18.5K +90 +4%
TC
902
TownSquare Capital
Utah
$477K +$1.24K +6 +0.2%
1SB
903
1ST Source Bank
Indiana
$474K -$24.3K -118 -5%
PFBT
904
Parkside Financial Bank & Trust
Missouri
$473K -$8.24K -40 -2%
EWA
905
Encompass Wealth Advisors
Oregon
$473K
VBCG
906
Valley Brook Capital Group
Pennsylvania
$473K
UAS
907
United Asset Strategies
New York
$473K +$38.3K +186 +8%
CCG
908
Cypress Capital Group
Florida
$472K -$23.1K -112 -4%
IWA
909
Intercontinental Wealth Advisors
Texas
$472K +$412 +2 +0.1%
IA
910
IFP Advisors
Florida
$469K
CWM
911
Congress Wealth Management
Massachusetts
$467K -$23.5K -114 -5%
VWM
912
Venturi Wealth Management
Texas
$465K +$10.9K +53 +2%
CG
913
Colony Group
Massachusetts
$464K -$68K -330 -12%
FCCM
914
First City Capital Management
Georgia
$464K -$2.47K -12 -0.5%
SIG
915
Sky Investment Group
Connecticut
$457K +$7.83K +38 +2%
ECM
916
Evergreen Capital Management
Washington
$453K -$532K -2,582 -53%
CCMD
917
Cypress Capital Management (Delaware)
Delaware
$453K
VFA
918
Voya Financial Advisors
Connecticut
$450K +$113K +549 +31%
PCA
919
Peddock Capital Advisors
Massachusetts
$447K
FWA
920
FSM Wealth Advisors
Ohio
$447K +$494K +2,397 New
PAM
921
Premier Asset Management
Illinois
$444K -$345K -1,675 -42%
IBOK
922
Independence Bank of Kentucky
Kentucky
$442K -$37.1K -180 -7%
SCA
923
Sandy Cove Advisors
Massachusetts
$442K
VC
924
Vicus Capital
Pennsylvania
$441K -$25.1K -122 -5%
JSL
925
JT Stratford LLC
Georgia
$441K -$11.9K -58 -3%

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.