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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
PCM
926
Pointe Capital Management
Michigan
$408K
IP
927
Investment Partners
Ohio
$406K +$108K +568 +34%
VWM
928
Venturi Wealth Management
Texas
$403K -$29.1K -153 -6%
SC
929
SRB Corp
Massachusetts
$402K -$945K -4,976 -69%
AC
930
ASB Consultores
Florida
$401K
VFA
931
Voya Financial Advisors
Connecticut
$400K -$28.1K -148 -6%
DI
932
DAGCO Inc
Ohio
$399K
DA
933
DCM Advisors
New York
$398K -$56K -295 -12%
MWM
934
Meridian Wealth Management
Kentucky
$398K -$48.4K -255 -10%
BFM
935
Boston Financial Management
Massachusetts
$396K +$189K +993 +84%
VC
936
Vicus Capital
Pennsylvania
$394K -$14.8K -78 -3%
MSS
937
Mitchell Sinkler & Starr
Pennsylvania
$394K
LSPW
938
Lake Street Private Wealth
Illinois
$390K +$63.6K +335 +19%
MRCM
939
M&R Capital Management
New Jersey
$389K -$570 -3 -0.1%
MMHP
940
Murphy Middleton Hinkle & Parker
Georgia
$388K
CC
941
Centiva Capital
New York
$386K -$326K -1,718 -45%
MHS
942
M Holdings Securities
Oregon
$386K -$11.6K -61 -3%
CFFP
943
Center for Financial Planning
Michigan
$386K
FNBT
944
FineMark National Bank & Trust
Florida
$386K
SFG
945
Summit Financial Group
West Virginia
$384K +$19K +100 +5%
JSL
946
JT Stratford LLC
Georgia
$381K -$28.3K -149 -7%
RWM
947
RBA Wealth Management
California
$380K -$7.6K -40 -2%
FHA
948
Flagship Harbor Advisors
Massachusetts
$380K -$3.04K -16 -0.8%
ZCA
949
Zeke Capital Advisors
Pennsylvania
$377K -$12.7K -67 -3%
CB
950
Cadence Bank
Mississippi
$377K +$394K +2,077 New

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.