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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
ACP
1051
Ashfield Capital Partners
California
$266K
RG
1052
Renaissance Group
Kentucky
$265K
BAAM
1053
Baker Avenue Asset Management
California
$264K +$42K +221 +18%
WAP
1054
Wealthcare Advisory Partners
Pennsylvania
$264K +$57.9K +305 +27%
SWM
1055
Spire Wealth Management
Virginia
$263K -$109K -575 -28%
PAM
1056
Premier Asset Management
Illinois
$262K -$173K -913 -39%
9WM
1057
9258 Wealth Management
Ohio
$262K -$3.61K -19 -1%
MIC
1058
Means Investment Company
Maine
$262K +$12.2K +64 +5%
WANY
1059
Wealthspire Advisors (New York)
New York
$258K -$124K -653 -32%
ECG
1060
Edge Capital Group
Georgia
$258K +$103K +542 +62%
PCWA
1061
Pacific Capital Wealth Advisors
California
$257K
TA
1062
Tectonic Advisors
Texas
$257K
EA
1063
Echo45 Advisors
California
$256K -$570 -3 -0.2%
TIA
1064
Traphagen Investment Advisors
New Jersey
$256K -$90.6K -477 -25%
BJL
1065
Brighton Jones LLC
Washington
$255K +$43.9K +231 +20%
RG
1066
Rathbones Group
United Kingdom
$253K
CL
1067
CPWM LLC
Washington
$251K -$68.7K -362 -21%
LWAC
1068
Laurel Wealth Advisors (California)
California
$251K +$7.97K +42 +3%
LWP
1069
Lumature Wealth Partners
Georgia
$249K +$12.3K +65 +5%
FFN
1070
Focus Financial Network
Minnesota
$248K +$8.36K +44 +3%
NL
1071
NWAM LLC
Washington
$246K -$31.5K -166 -11%
GPA
1072
Guerra Pan Advisors
New Jersey
$245K
AIM
1073
AMI Investment Management
Indiana
$243K -$53.4K -281 -17%
NP
1074
NorthRock Partners
Minnesota
$243K -$45.6K -240 -15%
HFG
1075
Heron Financial Group
New York
$242K -$73.9K -389 -23%

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.