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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
PCM
926
Pointe Capital Management
Michigan
$441K
WP
927
WealthSource Partners
California
$439K -$3.91K -19 -0.8%
SWM
928
SeaCrest Wealth Management
New York
$439K +$3.5K +17 +0.8%
AC
929
ASB Consultores
Florida
$434K -$145K -703 -24%
P
930
Pitcairn
Pennsylvania
$434K -$67.2K -326 -13%
DI
931
DAGCO Inc
Ohio
$431K
FCBT
932
First Citizens Bank & Trust
North Carolina
$430K +$154K +748 +52%
MHS
933
M Holdings Securities
Oregon
$429K -$103K -500 -19%
MSS
934
Mitchell Sinkler & Starr
Pennsylvania
$426K
ZCA
935
Zeke Capital Advisors
Pennsylvania
$422K +$1.24K +6 +0.3%
BSW
936
Buckingham Strategic Wealth
Missouri
$422K +$113K +548 +34%
EBWM
937
Eagle Bluffs Wealth Management
Missouri
$421K -$9.48K -46 -2%
MRCM
938
M&R Capital Management
New Jersey
$421K -$5.15K -25 -1%
BBA
939
BLB&B Advisors
Pennsylvania
$420K -$15K -73 -3%
MMHP
940
Murphy Middleton Hinkle & Parker
Georgia
$419K
FNBT
941
FineMark National Bank & Trust
Florida
$418K -$9.06K -44 -2%
RWM
942
RBA Wealth Management
California
$418K -$412 -2 -0.1%
CFFP
943
Center for Financial Planning
Michigan
$417K +$18.5K +90 +4%
PP
944
Patten & Patten
Tennessee
$415K
QCM
945
Quantinno Capital Management
New York
$415K +$435K +2,113 New
FHA
946
Flagship Harbor Advisors
Massachusetts
$414K +$4.53K +22 +1%
EARNEST Partners
947
EARNEST Partners
Georgia
$409K -$39.1K -190 -8%
Dodge & Cox
948
Dodge & Cox
California
$407K
WANY
949
Wealthspire Advisors (New York)
New York
$407K +$427K +2,073 New
MA
950
Mutual Advisors
Nebraska
$403K -$38.9K -189 -8%

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.