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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
ACM
1126
AUA Capital Management
Pennsylvania
$246K -$10.2K -50 -4%
EWM
1127
Endowment Wealth Management
Wisconsin
$246K +$20.7K +102 +10%
OC
1128
Oakworth Capital
Alabama
$245K -$105K -515 -31%
FDCC
1129
Foster Dykema Cabot & Co
Massachusetts
$244K
VHAM
1130
Van Hulzen Asset Management
California
$244K
SWA
1131
SFMG Wealth Advisors
Texas
$244K +$232K +1,141 New
SA
1132
Strategic Advisors
New York
$243K -$51.6K -254 -18%
DA
1133
DSC Advisors
Illinois
$241K +$229K +1,126 New
YIH
1134
Y-Intercept (HK)
Hong Kong
$240K -$785K -3,865 -77%
CWA
1135
Canvas Wealth Advisors
Kansas
$239K -$625K -3,076 -73%
ACM
1136
Advisors Capital Management
New Jersey
$238K -$49.8K -245 -18%
ESCM
1137
Echo Street Capital Management
New York
$238K +$226K +1,112 New
NIM
1138
NuWave Investment Management
New Jersey
$238K +$226K +1,114 New
NJBEST
1139
New Jersey Better Educational Savings Trust
New Jersey
$235K
OPOWM
1140
One Plus One Wealth Management
Florida
$234K -$15.9K -78 -7%
TC
1141
Titleist Capital
Texas
$234K -$10.6K -52 -5%
CG
1142
Clarus Group
Texas
$234K +$222K +1,093 New
MAM
1143
McLean Asset Management
Virginia
$233K +$3.86K +19 +2%
HSA
1144
HBK Sorce Advisory
Pennsylvania
$232K -$12.2K -60 -5%
SFA
1145
Souders Financial Advisors
Ohio
$232K +$221K +1,086 New
PCIA
1146
Prime Capital Investment Advisors
Kansas
$231K
SFG
1147
StrategIQ Financial Group
Indiana
$231K +$203 +1 +0.1%
CAG
1148
Crestwood Advisors Group
Massachusetts
$230K -$5.89K -29 -3%
APA
1149
Astoria Portfolio Advisors
New York
$230K +$218K +1,075 New
ATWA
1150
Arbor Trust Wealth Advisors
Michigan
$229K

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.