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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
SSW
1126
Smith Shellnut Wilson
Mississippi
$215K +$18.6K +98 +9%
PL
1127
Parthenon LLC
Kentucky
$214K
BFS
1128
Bickling Financial Services
Massachusetts
$214K +$760 +4 +0.3%
STA
1129
Summit Trail Advisors
New York
$214K +$11.2K +59 +5%
HFM
1130
Hartford Funds Management
Pennsylvania
$214K +$223K +1,176 New
VHAM
1131
Van Hulzen Asset Management
California
$212K -$3.3M -17,373 -94%
CCG
1132
Cypress Capital Group
Florida
$212K -$235K -1,235 -51%
EFG
1133
Everhart Financial Group
Ohio
$209K -$1.33K -7 -0.6%
OC
1134
Oakworth Capital
Alabama
$209K
FDCC
1135
Foster Dykema Cabot & Co
Massachusetts
$208K
AP
1136
Appleton Partners
Massachusetts
$207K
ECM
1137
Elgethun Capital Management
South Dakota
$204K +$212K +1,119 New
ACM
1138
Advisors Capital Management
New Jersey
$203K -$107K -564 -36%
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$203K -$54.3K -286 -20%
MSAM
1140
Moloney Securities Asset Management
Missouri
$203K
SA
1141
Syntax Advisors
New York
$203K +$19.4K +102 +10%
VCG
1142
Vantage Consulting Group
Virginia
$203K +$19.4K +102 +10%
PCH
1143
Polar Capital Holdings
United Kingdom
$203K +$4.09M +21,559 +2%
MAM
1144
McLean Asset Management
Virginia
$202K
MAG
1145
Mayfair Advisory Group
Alabama
$202K +$205K +1,077 New
FWP
1146
Firethorn Wealth Partners
Georgia
$201K -$9.49K -50 -4%
DI
1147
Diligent Investors
California
$201K
BP
1148
Broadleaf Partners
Ohio
$201K +$210K +1,105 New
NJBEST
1149
New Jersey Better Educational Savings Trust
New Jersey
$200K
AA
1150
Alta Advisers
United Kingdom
$200K +$209K +1,100 New

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.