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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
LFG
1001
Larson Financial Group
Missouri
$311K +$304K +1,602 +1,511%
FDS
1002
First Dallas Securities
Texas
$309K +$190 +1 +0.1%
OIS
1003
Okabena Investment Services
Minnesota
$308K +$321K +1,692 New
EGA
1004
E&G Advisors
Texas
$307K
4WM
1005
44 Wealth Management
Oregon
$306K +$3.23K +17 +1%
LFA
1006
Legacy Financial Advisors
Kentucky
$304K -$21.1K -111 -6%
Fiera Capital (Canada)
1007
Fiera Capital (Canada)
Quebec, Canada
$304K +$318K +1,674 New
VFA
1008
Valeo Financial Advisors
Indiana
$302K -$10.6K -56 -3%
EW
1009
Evoke Wealth
California
$302K +$139K +734 +67%
SPWG
1010
Sage Private Wealth Group
Illinois
$301K -$44.4K -234 -12%
HW
1011
Hancock Whitney
Mississippi
$300K +$29.1K +153 +10%
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$299K +$18.8K +99 +6%
PWMG
1013
Prestige Wealth Management Group
New Jersey
$299K +$19.6K +103 +7%
FMLI
1014
Fukoku Mutual Life Insurance
Japan
$298K
GA
1015
Geller Advisors
New York
$295K +$27.3K +144 +10%
RW
1016
Rede Wealth
Virginia
$294K
WA
1017
Wambolt & Associates
Colorado
$294K
WE
1018
Wealth Effects
Massachusetts
$293K -$9.3K -49 -3%
BONH
1019
Bank of New Hampshire
New Hampshire
$291K -$19K -100 -6%
CPC
1020
Congress Park Capital
New York
$291K
QWM
1021
QP Wealth Management
New Jersey
$291K
WFI
1022
West Family Investments
California
$290K -$6.08K -32 -2%
CIM
1023
Contravisory Investment Management
Massachusetts
$290K +$8.93K +47 +3%
PL
1024
Plancorp LLC
Missouri
$289K -$24.9K -131 -8%
FAFN
1025
First Affirmative Financial Network
Colorado
$288K -$6.65K -35 -2%

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.