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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
MMM
1101
Mendel Money Management
Illinois
$226K -$16K -84 -6%
HHGA
1102
Halbert Hargrove Global Advisors
California
$226K -$1.14K -6 -0.5%
NAG
1103
Northstar Advisory Group
New Jersey
$225K -$982K -5,169 -81%
AW
1104
ACG Wealth
Georgia
$225K +$8.73K +46 +4%
HI
1105
Harrington Investments
California
$224K
SA
1106
Strategic Advisors
New York
$224K +$14.2K +75 +6%
BOPW
1107
Brandywine Oak Private Wealth
Pennsylvania
$223K -$40.8K -215 -15%
LAS
1108
LWM Advisory Services
Florida
$223K +$233K +1,227 New
LPT
1109
Legacy Private Trust
Wisconsin
$222K -$32.3K -170 -12%
QWM
1110
Quaker Wealth Management
New Jersey
$222K +$380 +2 +0.2%
PCIA
1111
Prime Capital Investment Advisors
Kansas
$221K +$231K +1,217 New
TAM
1112
Trillium Asset Management
Massachusetts
$220K -$5.32K -28 -2%
RIA
1113
Realta Investment Advisors
Delaware
$220K +$3.04K +16 +1%
EWM
1114
Endowment Wealth Management
Wisconsin
$220K +$7.97K +42 +4%
JCIA
1115
Jackson Creek Investment Advisors
Colorado
$220K +$11.6K +61 +5%
GIA
1116
GHP Investment Advisors
Colorado
$219K -$37.2K -196 -14%
FFBTD
1117
First Financial Bank - Trust Division
Ohio
$219K
MM
1118
MQS Management
New York
$218K -$528K -2,778 -70%
NME
1119
Notis-McConarty Edward
$218K
BEI
1120
Benjamin Edwards Inc
Missouri
$218K +$13.3K +70 +6%
FPAS
1121
Focus Partners Advisor Solutions
Missouri
$218K +$30.8K +162 +16%
PPG
1122
Peak Planning Group
Colorado
$217K -$14.8K -78 -6%
KTC
1123
Kistler-Tiffany Companies
Pennsylvania
$217K
MLL
1124
Moody Lynn & Lieberson
Massachusetts
$216K -$3.16M -16,665 -93%
KIC
1125
Kensington Investment Counsel
California
$216K

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.