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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
WFA
901
Wipfli Financial Advisors
Wisconsin
$450K +$468K +2,466 New
IBOK
902
Independence Bank of Kentucky
Kentucky
$448K +$40.8K +215 +10%
SCP
903
Sender Company & Partners
New York
$445K +$205K +1,080 +79%
TSW
904
Thompson Siegel & Walmsley
Virginia
$443K -$85.5K -450 -16%
BSW
905
Buckingham Strategic Wealth
Missouri
$443K +$54.9K +289 +13%
FWA
906
FSM Wealth Advisors
Ohio
$440K +$4.18K +22 +0.9%
ECM
907
Evergreen Capital Management
Washington
$440K +$23.2K +122 +5%
AF
908
Apexium Financial
Texas
$440K +$460K +2,421 New
VBCG
909
Valley Brook Capital Group
Pennsylvania
$438K
PFBT
910
Parkside Financial Bank & Trust
Missouri
$437K -$949 -5 -0.2%
CWM
911
Congress Wealth Management
Massachusetts
$432K
FCCM
912
First City Capital Management
Georgia
$428K -$1.9K -10 -0.4%
ACM
913
Allred Capital Management
Texas
$428K +$113K +593 +34%
SIG
914
Sky Investment Group
Connecticut
$427K +$4.75K +25 +1%
JIC
915
Joel Isaacson & Co
New York
$427K +$71.2K +375 +19%
FG
916
Fiduciary Group
Georgia
$426K +$79.8K +420 +26%
CWM
917
Cornerstone Wealth Management
Missouri
$426K +$444K +2,340 New
CG
918
Colony Group
Massachusetts
$425K -$4.94K -26 -1%
MPI
919
Mairs & Power Inc
Minnesota
$423K +$441K +2,324 New
WIS
920
Wright Investors Service
Connecticut
$419K -$490K -2,578 -53%
CCMD
921
Cypress Capital Management (Delaware)
Delaware
$419K
OF
922
Outfitter Financial
Maine
$418K -$38K -200 -8%
LC
923
LCNB Corp
Ohio
$416K +$135K +711 +45%
PCA
924
Peddock Capital Advisors
Massachusetts
$413K
SCA
925
Sandy Cove Advisors
Massachusetts
$409K

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.