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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
CBT
1176
CoreFirst Bank & Trust
Kansas
$134K +$11.8K +62 +9%
SSB
1177
Sandy Spring Bank
Maryland
$130K -$5.13K -27 -4%
CHA
1178
Carmichael Hill & Associates
Maryland
$126K
JWM
1179
Janiczek Wealth Management
Colorado
$120K +$2.85K +15 +2%
TWA
1180
TCI Wealth Advisors
Arizona
$118K -$16.1K -85 -12%
GWS
1181
Glassman Wealth Services
Virginia
$115K +$7.6K +40 +7%
PP
1182
Pacifica Partners
Canada
$108K
HCP
1183
Hexagon Capital Partners
Arkansas
$105K -$5.32K -28 -5%
ARIS
1184
Advanced Research Investment Solutions
California
$104K +$91.7K +483 +575%
CHC
1185
City Holding Co
West Virginia
$102K
LCM
1186
Logan Capital Management
Pennsylvania
$102K
CWC
1187
Carolinas Wealth Consulting
North Carolina
$101K
EBA
1188
Eagle Bay Advisors
New York
$100K +$1.14K +6 +1%
CT
1189
Clearstead Trust
Maine
$100K +$104K +549 New
Bank of Montreal
1190
Bank of Montreal
Ontario, Canada
$94.6K -$98.9K -521 -0.1%
HR
1191
Howe & Rusling
New York
$94K +$4.18K +22 +4%
WBC
1192
West Branch Capital
Massachusetts
$93K +$380 +2 +0.4%
ONST
1193
Old North State Trust
North Carolina
$93K +$97K +511 New
NF
1194
Norwood Financial
Pennsylvania
$91K
DCBT
1195
Dakota Community Bank & Trust
North Dakota
$90K +$94K +495 New
PB
1196
Pinnacle Bancorp
Nebraska
$88K -$11K -58 -11%
TFM
1197
TFC Financial Management
Massachusetts
$88K +$76K +400 +465%
PFT
1198
Providence First Trust
Arizona
$88K +$91.5K +482 New
SC
1199
Sawyer & Company
Massachusetts
$87K
FCB
1200
First Command Bank
Texas
$86K

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.