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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
MSS
926
Mitchell Sinkler & Starr
Pennsylvania
$463K +$226K +1,113 +106%
DI
927
DAGCO Inc
Ohio
$461K
VFA
928
Valeo Financial Advisors
Indiana
$460K +$177K +872 +68%
F
929
F3Logic
Minnesota
$457K +$110K +540 +34%
ZCA
930
Zeke Capital Advisors
Pennsylvania
$457K +$435K +2,139 New
RWM
931
RBA Wealth Management
California
$456K -$24.4K -120 -5%
MMHP
932
Murphy Middleton Hinkle & Parker
Georgia
$456K -$8.54K -42 -2%
MWM
933
Meridian Wealth Management
Kentucky
$453K -$8.54K -42 -2%
AWM
934
Affinity Wealth Management
Delaware
$452K -$4.06K -20 -0.9%
PP
935
Patten & Patten
Tennessee
$451K
FHA
936
Flagship Harbor Advisors
Massachusetts
$446K
Dodge & Cox
937
Dodge & Cox
California
$443K
NG
938
NatWest Group
United Kingdom
$438K
AAM
939
Aureus Asset Management
Massachusetts
$435K
CFFP
940
Center for Financial Planning
Michigan
$435K +$16.7K +82 +4%
SFG
941
Summit Financial Group
West Virginia
$430K
CF
942
Centaurus Financial
California
$429K +$22.2K +109 +6%
EWA
943
EP Wealth Advisors
California
$428K -$118K -582 -23%
VFIC
944
Valley Forge Investment Consultants
Pennsylvania
$428K
SA
945
Sicart Associates
New York
$427K -$408K -2,010 -50%
FTA
946
Financial & Tax Architects
Missouri
$426K -$33.9K -167 -8%
FMLI
947
Fukoku Mutual Life Insurance
Japan
$420K
DA
948
DCM Advisors
New York
$419K -$57.7K -284 -13%
JIC
949
Joel Isaacson & Co
New York
$419K +$4.06K +20 +1%
WB
950
West Bancorporation
Iowa
$413K +$119K +586 +44%

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.