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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
EW
1151
Evoke Wealth
California
$228K -$14.8K -73 -6%
CA
1152
CoreCap Advisors
Michigan
$228K +$45.9K +226 +27%
FWP
1153
Firethorn Wealth Partners
Georgia
$226K -$610 -3 -0.3%
RPWA
1154
Regent Peak Wealth Advisors
Georgia
$226K +$3.66K +18 +2%
PWM
1155
Perigon Wealth Management
California
$226K +$215K +1,057 New
FA
1156
Financial Advisors
Massachusetts
$225K
M1FG
1157
Mach-1 Financial Group
Arkansas
$225K +$23.2K +114 +12%
BFM
1158
Boston Financial Management
Massachusetts
$225K +$214K +1,052 New
PCH
1159
Polar Capital Holdings
United Kingdom
$225K +$3.52M +17,344 +2%
BEI
1160
Benjamin Edwards Inc
Missouri
$224K +$32.1K +158 +18%
SW
1161
SteelPeak Wealth
California
$224K +$213K +1,049 New
TBA
1162
Tower Bridge Advisors
Pennsylvania
$223K +$212K +1,044 New
CFO
1163
CVA Family Office
Colorado
$223K +$67.1K +330 +46%
RMCM
1164
Reynders McVeigh Capital Management
Massachusetts
$222K -$23.4K -115 -10%
FMTCOCP
1165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$222K
DSC
1166
Duncker Streett & Co
Missouri
$221K
LCM
1167
Linker Capital Management
Kentucky
$221K +$210K +1,032 New
RWP
1168
RWA Wealth Partners
Massachusetts
$220K -$2.23K -11 -1%
ESB
1169
Essex Savings Bank
Connecticut
$220K -$406 -2 -0.2%
SM
1170
Salzhauer Michael
$220K +$209K +1,028 New
AM
1171
Atwater Malick
Pennsylvania
$220K +$209K +1,030 New
CPIG
1172
Chicago Partners Investment Group
Illinois
$220K +$215K +1,060 New
NG
1173
Northstar Group
New York
$218K -$4.06K -20 -2%
RC
1174
RBF Capital
California
$218K +$203K +1,000 New
V
1175
VeraBank
Texas
$218K +$207K +1,018 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.