We are live on ! Find out more

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
SSW
1176
Smith Shellnut Wilson
Mississippi
$217K +$206K +1,015 New
AT
1177
Arden Trust
Delaware
$216K -$152K -746 -42%
HIA
1178
Harbor Investment Advisory
Maryland
$216K +$2.44K +12 +1%
CWP
1179
Concord Wealth Partners
Virginia
$216K +$9.55K +47 +5%
HCM
1180
Howard Capital Management
Georgia
$215K +$205K +1,007 New
OFW
1181
Omnia Family Wealth
Florida
$214K +$203K +999 New
ACI
1182
Alpha Cubed Investments
California
$214K +$203K +1,000 New
CA
1183
Cullinan Associates
Kentucky
$214K +$203K +1,000 New
JDR
1184
Jay D. Rosenbaum
$214K +$203K +1,000 New
CL
1185
Choreo LLC
Illinois
$213K +$202K +993 New
SF
1186
Symphony Financial
Texas
$213K +$203K +1,001 New
ME
1187
McIlrath & Eck
Washington
$212K
AWM
1188
Axxcess Wealth Management
California
$209K +$199K +978 New
PP
1189
Patron Partners
Texas
$208K +$198K +976 New
SA
1190
Syntax Advisors
New York
$207K -$38.2K -188 -16%
VCG
1191
Vantage Consulting Group
Virginia
$207K -$38.2K -188 -16%
BIA
1192
Barry Investment Advisors
Massachusetts
$207K +$196K +966 New
AIA
1193
Alera Investment Advisors
Illinois
$205K +$195K +960 New
SG
1194
Somerset Group
Minnesota
$204K +$194K +954 New
BTWM
1195
Baker Tilly Wealth Management
Wisconsin
$203K -$397K -1,956 -67%
TP
1196
Tranquility Partners
Tennessee
$203K +$193K +951 New
ZIM
1197
Zacks Investment Management
Illinois
$202K -$100K -494 -34%
AC
1198
Abbrea Capital
California
$202K +$191K +942 New
KCPG
1199
Kavar Capital Partners Group
Kansas
$201K -$50.8K -250 -21%
ZIG
1200
Zullo Investment Group
Pennsylvania
$199K -$2.85K -14 -1%

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.