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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
SB
1101
Sunflower Bank
Texas
$262K -$4.06K -20 -2%
AWA
1102
Arete Wealth Advisors
Illinois
$261K -$10.6K -52 -4%
QWM
1103
Quaker Wealth Management
New Jersey
$261K +$406 +2 +0.2%
JFGIW
1104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K -$16.7K -82 -6%
FFBTD
1105
First Financial Bank - Trust Division
Ohio
$259K +$4.88K +24 +2%
CT
1106
Caldwell Trust
Florida
$258K +$15.6K +77 +7%
MSAM
1107
Moloney Securities Asset Management
Missouri
$258K -$16.5K -81 -6%
DI
1108
Diligent Investors
California
$258K
GL
1109
Graypoint LLC
New York
$258K +$24.2K +119 +11%
ACWM
1110
Adams Chetwood Wealth Management
North Carolina
$257K
NME
1111
Notis-McConarty Edward
$257K
KTC
1112
Kistler-Tiffany Companies
Pennsylvania
$256K
AP
1113
Appleton Partners
Massachusetts
$255K -$67.1K -330 -22%
AW
1114
ACG Wealth
Georgia
$255K -$27.2K -134 -10%
KIC
1115
Kensington Investment Counsel
California
$255K
MLL
1116
Moody Lynn & Lieberson
Massachusetts
$255K +$242K +1,190 New
BDF
1117
Balasa Dinverno & Foltz
$253K +$240K +1,182 New
SPC
1118
Sigma Planning Corp
Michigan
$251K -$57.3K -282 -19%
PL
1119
Parthenon LLC
Kentucky
$251K
GTCM
1120
Gyon Technologies Capital Management
New Jersey
$250K -$3.75M -18,435 -94%
ZB
1121
Zions Bancorporation
Utah
$250K +$11.2K +55 +5%
RIA
1122
Realta Investment Advisors
Delaware
$249K -$1.42K -7 -0.6%
BFS
1123
Bickling Financial Services
Massachusetts
$249K +$813 +4 +0.3%
QC
1124
QCM Cayman
Texas
$248K +$235K +1,158 New
FPAS
1125
Focus Partners Advisor Solutions
Missouri
$247K +$235K +1,157 New

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.