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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
CI
976
CX Institutional
Indiana
$345K +$115K +608 +47%
GC
977
Grimes & Company
Massachusetts
$343K +$380 +2 +0.1%
FCBT
978
First Citizens Bank & Trust
North Carolina
$340K -$60.6K -319 -15%
LIM
979
Leavell Investment Management
Alabama
$338K
EWA
980
Exencial Wealth Advisors
Oklahoma
$337K +$760 +4 +0.2%
BFG
981
Barber Financial Group
Kansas
$336K -$2.66K -14 -0.8%
EWM
982
Empirical Wealth Management
Washington
$335K -$3.99K -21 -1%
HT
983
HighTower Trust
Texas
$334K +$349K +1,836 New
SA
984
Sicart Associates
New York
$333K -$20.9K -110 -6%
FNB
985
Farmers National Bank
Kentucky
$333K -$7.22K -38 -2%
CCA
986
Childress Capital Advisors
Texas
$332K -$23K -121 -6%
SCM
987
Stonebridge Capital Management
California
$332K
LW
988
Linscomb Wealth
Texas
$330K
HPWM
989
Highland Private Wealth Management
Washington
$330K +$27.5K +145 +9%
ESB
990
Essex Savings Bank
Connecticut
$328K +$147K +774 +75%
Credit Agricole
991
Credit Agricole
France
$325K
WOC
992
West Oak Capital
California
$325K
CMBA
993
C.M. Bidwell & Associates
Hawaii
$325K +$1.52K +8 +0.4%
ACA
994
Atlas Capital Advisors
Wyoming
$324K -$6.46K -34 -2%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$321K +$43.9K +231 +15%
CC
996
Courier Capital
New York
$320K
CAM
997
Carret Asset Management
New York
$314K -$19K -100 -5%
TBA
998
Tower Bridge Advisors
Pennsylvania
$314K
EF
999
Exeter Financial
Arizona
$312K
IIC
1000
Ironwood Investment Counsel
Arizona
$311K -$24.1K -127 -7%

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.