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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
NG
951
NatWest Group
United Kingdom
$403K
SWM
952
Spire Wealth Management
Virginia
$398K -$122K -594 -23%
SFG
953
Summit Financial Group
West Virginia
$395K
VFIC
954
Valley Forge Investment Consultants
Pennsylvania
$393K
CCA
955
Childress Capital Advisors
Texas
$390K +$19.4K +94 +5%
PCM
956
Penserra Capital Management
California
$389K +$45.7K +222 +13%
AAM
957
Aureus Asset Management
Massachusetts
$388K -$11.5K -56 -3%
JIC
958
Joel Isaacson & Co
New York
$388K
HPC
959
HM Payson & Co
Maine
$383K -$72.1K -350 -15%
GW
960
GW & Wade
Massachusetts
$383K +$51.3K +249 +15%
SA
961
Sicart Associates
New York
$381K -$12.4K -60 -3%
EA
962
Eudaimonia Advisors
Tennessee
$374K +$14K +68 +4%
JWCA
963
J.W. Cole Advisors
Florida
$374K +$50.5K +245 +15%
ARC
964
Advisor Resource Council
Texas
$373K +$391K +1,899 New
YWP
965
YorkBridge Wealth Partners
New York
$372K
SPWG
966
Sage Private Wealth Group
Illinois
$371K +$69K +335 +22%
TIA
967
Traphagen Investment Advisors
New Jersey
$370K +$4.94K +24 +1%
GC
968
Grimes & Company
Massachusetts
$370K -$3.3K -16 -0.8%
BDF
969
Balasa Dinverno & Foltz
$370K +$144K +698 +59%
SW
970
SlateStone Wealth
Florida
$368K +$104K +507 +37%
FNB
971
Farmers National Bank
Kentucky
$367K
LIM
972
Leavell Investment Management
Alabama
$366K -$6.18K -30 -2%
BFG
973
Barber Financial Group
Kansas
$366K +$1.44K +7 +0.4%
EWM
974
Empirical Wealth Management
Washington
$366K +$51.5K +250 +15%
BCM
975
BTR Capital Management
California
$365K +$41.2K +200 +12%

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.