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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
CA
1051
Carson Advisory
Georgia
$311K +$7.52K +37 +3%
APP
1052
Avantax Planning Partners
Iowa
$310K -$5.08K -25 -2%
FANJ
1053
Financial Architects (New Jersey)
New Jersey
$310K
BOPW
1054
Brandywine Oak Private Wealth
Pennsylvania
$309K -$9.96K -49 -3%
FCBT
1055
First Citizens Bank & Trust
North Carolina
$309K -$6.71K -33 -2%
PNAA
1056
Pictet North America Advisors
Switzerland
$309K +$8.74K +43 +3%
LA
1057
Legacy Advisors
Pennsylvania
$308K +$291K +1,432 New
CIA
1058
Capital Investment Advisors
Georgia
$305K +$3.05K +15 +1%
HDIM
1059
Hanson & Doremus Investment Management
Vermont
$304K +$61.8K +304 +27%
ECG
1060
Edge Capital Group
Georgia
$303K +$53.4K +263 +23%
PCWA
1061
Pacific Capital Wealth Advisors
California
$302K +$39.4K +194 +16%
HC
1062
Hamilton Capital
Ohio
$301K -$383K -1,885 -57%
9WM
1063
9258 Wealth Management
Ohio
$300K -$43.3K -213 -13%
TA
1064
Tectonic Advisors
Texas
$299K
CL
1065
CPWM LLC
Washington
$298K -$19.7K -97 -7%
EA
1066
Echo45 Advisors
California
$296K -$13K -64 -4%
HI
1067
Harrington Investments
California
$295K -$463K -2,280 -62%
PIM
1068
Perpetual Investment Management
Australia
$295K
BCP
1069
Berkeley Capital Partners
Georgia
$295K +$9.14K +45 +3%
AWE
1070
Avidian Wealth Enterprises
Texas
$295K +$53.2K +262 +23%
MIC
1071
Means Investment Company
Maine
$294K +$406 +2 +0.1%
SW
1072
SlateStone Wealth
Florida
$292K +$278K +1,366 New
LA
1073
Latitude Advisors
Florida
$290K +$275K +1,354 New
CSIC
1074
Clifford Swan Investment Counsel
California
$286K
AUB
1075
Atlantic Union Bankshares
Virginia
$286K +$40K +197 +17%

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.