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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
WFI
1001
West Family Investments
California
$348K
RW
1002
Rede Wealth
Virginia
$346K
EWM
1003
Empirical Wealth Management
Washington
$345K -$2.23K -11 -0.7%
EF
1004
Exeter Financial
Arizona
$345K
AIM
1005
AMI Investment Management
Indiana
$344K -$584K -2,873 -64%
FM
1006
Family Management
New York
$344K
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$344K +$28K +138 +9%
BWM
1008
Buckley Wealth Management
Nevada
$344K +$327K +1,610 New
BSW
1009
Buckingham Strategic Wealth
Missouri
$342K -$10.4K -51 -3%
CPC
1010
Congress Park Capital
New York
$342K
MS
1011
Maven Securities
Jersey
$342K +$325K +1,600 New
LWP
1012
Lumature Wealth Partners
Georgia
$341K +$225K +1,106 +228%
QWM
1013
QP Wealth Management
New Jersey
$339K
CA
1014
Continuum Advisory
Idaho
$339K +$333K +1,640 New
BAM
1015
Belpointe Asset Management
Nevada
$338K +$153K +753 +91%
RGC
1016
Roberts, Glore & Co
Illinois
$337K
LC
1017
Lindbrook Capital
California
$337K +$23.8K +117 +8%
ABC
1018
Associated Banc-Corp
Wisconsin
$336K -$47.1K -232 -13%
IC
1019
Intersect Capital
California
$336K +$77.8K +383 +32%
ST
1020
Smithfield Trust
Pennsylvania
$334K +$74K +364 +30%
NL
1021
NWAM LLC
Washington
$334K +$107K +525 +51%
NFC
1022
Northeast Financial Consultants
Connecticut
$333K +$316K +1,556 New
SPWG
1023
Sage Private Wealth Group
Illinois
$332K +$35.4K +174 +13%
HBCM
1024
Heron Bay Capital Management
Michigan
$330K
SAM
1025
Strategy Asset Managers
California
$329K -$2.7M -13,274 -90%

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.