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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
OWM
1076
OneAscent Wealth Management
Alabama
$240K -$98.2K -517 -28%
SDWMA
1077
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K
NFC
1078
Northeast Financial Consultants
Connecticut
$239K +$250K +1,315 New
GAM
1079
Gould Asset Management
California
$238K
Fisher Asset Management
1080
Fisher Asset Management
Washington
$237K -$21.8K -115 -8%
SPP
1081
Single Point Partners
Massachusetts
$237K -$15.6K -82 -6%
AAP
1082
Arax Advisory Partners
Colorado
$237K +$10.1K +53 +4%
IWM
1083
IHT Wealth Management
Illinois
$237K +$247K +1,301 New
AWA
1084
Arete Wealth Advisors
Illinois
$237K +$247K +1,302 New
PWMAG
1085
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$246K +1,295 New
BG
1086
Bollard Group
Massachusetts
$235K
AWE
1087
Avidian Wealth Enterprises
Texas
$235K +$760 +4 +0.3%
DCM
1088
DGS Capital Management
New Jersey
$234K
LA
1089
Legacy Advisors
Pennsylvania
$233K +$190 +1 +0.1%
AUB
1090
Atlantic Union Bankshares
Virginia
$232K
NSB
1091
Norway Savings Bank
Maine
$231K
AFS
1092
Axiom Financial Strategies
Indiana
$230K -$6.08K -32 -2%
CPIG
1093
Chicago Partners Investment Group
Illinois
$230K +$380 +2 +0.2%
RCA
1094
Resonant Capital Advisors
Wisconsin
$229K +$7.97K +42 +3%
PP
1095
PDS Planning
Ohio
$229K +$20.7K +109 +9%
HCP
1096
Holt Capital Partners
Texas
$228K
MWM
1097
Modera Wealth Management
New Jersey
$228K +$10.3K +54 +5%
AIM
1098
Anchor Investment Management
South Carolina
$227K +$91.5K +482 +63%
IAN
1099
Integrated Advisors Network
Texas
$226K -$80.3K -423 -25%
HC
1100
Hamilton Capital
Ohio
$226K -$35.3K -186 -13%

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.