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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
RGC
1026
Roberts, Glore & Co
Illinois
$288K
ST
1027
Smithfield Trust
Pennsylvania
$287K
PFWA
1028
Paces Ferry Wealth Advisors
Georgia
$287K +$22.2K +117 +8%
FM
1029
Family Management
New York
$286K -$18.4K -97 -6%
ABC
1030
Associated Banc-Corp
Wisconsin
$286K
APP
1031
Avantax Planning Partners
Iowa
$286K +$54.7K +288 +22%
TFCP
1032
Twin Focus Capital Partners
Massachusetts
$282K +$2.28K +12 +0.8%
SRC
1033
Samson Rock Capital
United Kingdom
$282K +$294K +1,549 New
HBCM
1034
Heron Bay Capital Management
Michigan
$281K
GL
1035
Graypoint LLC
New York
$280K +$36.6K +193 +14%
APF
1036
Alaska Permanent Fund
Alaska
$279K +$192K +1,011 +193%
CA
1037
Carson Advisory
Georgia
$278K -$4.37K -23 -1%
DWM
1038
Dakota Wealth Management
Florida
$277K -$8.36K -44 -3%
SWA
1039
SFMG Wealth Advisors
Texas
$277K +$59.6K +314 +27%
FANJ
1040
Financial Architects (New Jersey)
New Jersey
$276K
PCA
1041
Personal Capital Advisors
California
$276K +$18K +95 +7%
CIA
1042
Capital Investment Advisors
Georgia
$274K -$8.16K -43 -3%
TC
1043
Trust Company
Kansas
$274K
PWM
1044
Perigon Wealth Management
California
$274K +$286K +1,507 New
MCM
1045
Manchester Capital Management
Vermont
$273K -$1.9K -10 -0.7%
SAM
1046
Steinberg Asset Management
New York
$273K
PCMF
1047
Private Capital Management (Florida)
Florida
$273K +$285K +1,500 New
BCP
1048
Berkeley Capital Partners
Georgia
$272K +$4.75K +25 +2%
SAM
1049
Strategy Asset Managers
California
$268K +$280K +1,476 New
DMBA
1050
Deseret Mutual Benefit Administrators
Utah
$267K -$233K -1,227 -46%

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.