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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
FRM
1026
Foundation Resource Management
Arkansas
$329K
LPT
1027
Legacy Private Trust
Wisconsin
$329K +$6.1K +30 +2%
TFCP
1028
Twin Focus Capital Partners
Massachusetts
$327K +$10.4K +51 +3%
5L
1029
55I LLC
Massachusetts
$327K +$312K +1,533 New
LSPW
1030
Lake Street Private Wealth
Illinois
$326K +$203 +1 +0.1%
MWM
1031
Modera Wealth Management
New Jersey
$324K -$515K -2,534 -63%
BFPW
1032
BOK Financial Private Wealth
Colorado
$323K +$58.9K +290 +24%
PL
1033
Pluribus Labs
California
$323K +$307K +1,511 New
LC
1034
LCNB Corp
Ohio
$322K
BC
1035
Bridgefront Capital
Texas
$322K +$306K +1,505 New
MCM
1036
Manchester Capital Management
Vermont
$321K -$95.9K -472 -24%
CA
1037
Commerzbank Aktiengesellschaft
Germany
$321K
SAM
1038
Steinberg Asset Management
New York
$321K
YMRC
1039
Yorktown Management & Research Company
Virginia
$321K
IAN
1040
Integrated Advisors Network
Texas
$321K +$25.2K +124 +9%
SLG
1041
Stanley-Laman Group
Pennsylvania
$320K +$304K +1,498 New
GA
1042
Geller Advisors
New York
$316K -$14.2K -70 -5%
FG
1043
Fiduciary Group
Georgia
$315K
PFWA
1044
Paces Ferry Wealth Advisors
Georgia
$315K
GIA
1045
GHP Investment Advisors
Colorado
$315K +$19.3K +95 +7%
CI
1046
CX Institutional
Indiana
$314K +$52.4K +258 +21%
RG
1047
Renaissance Group
Kentucky
$313K
MMM
1048
Mendel Money Management
Illinois
$313K +$298K +1,465 New
ACP
1049
Ashfield Capital Partners
California
$312K
FAFN
1050
First Affirmative Financial Network
Colorado
$311K +$4.06K +20 +1%

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.