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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
JWM
1201
Janiczek Wealth Management
Colorado
$196K -$32.9K -162 -15%
EWM
1202
Endurance Wealth Management
Rhode Island
$195K -$56.1K -276 -23%
AF
1203
Advisornet Financial
Minnesota
$190K -$1M -4,923 -85%
TWA
1204
TCI Wealth Advisors
Arizona
$190K +$55.9K +275 +45%
UAML
1205
US Asset Management LLC
Pennsylvania
$182K +$173K +852 New
QC
1206
Quent Capital
New York
$181K -$692K -3,403 -80%
MMG
1207
Monetary Management Group
Missouri
$167K -$264K -1,300 -63%
TFP
1208
Tilia Fiduciary Partners
North Carolina
$166K
LCM
1209
Logan Capital Management
Pennsylvania
$159K -$6.3K -31 -4%
SSB
1210
Sandy Spring Bank
Maryland
$159K
GWSG
1211
GPS Wealth Strategies Group
Colorado
$158K +$19.7K +97 +15%
RE
1212
RBC Europe
United Kingdom
$156K
NWM
1213
Nauset Wealth Management
Connecticut
$156K +$148K +730 New
AIM
1214
Anchor Investment Management
South Carolina
$154K +$17.1K +84 +13%
CHA
1215
Carmichael Hill & Associates
Maryland
$148K
DHGWA
1216
Dixon Hughes Goodman Wealth Advisors
North Carolina
$148K
CBT
1217
CoreFirst Bank & Trust
Kansas
$144K
SFG
1218
Steward Financial Group
Texas
$141K
CMBA
1219
C.M. Bidwell & Associates
Hawaii
$140K +$109K +535 +446%
PCG
1220
Private Capital Group
Connecticut
$139K -$4.27K -21 -3%
BFC
1221
Bedel Financial Consulting
Indiana
$132K -$1.63K -8 -1%
MA
1222
MCF Advisors
Kentucky
$130K
PB
1223
Pinnacle Bancorp
Nebraska
$128K -$6.91K -34 -5%
CWM
1224
Curi Wealth Management
North Carolina
$125K +$67.5K +332 +130%
CHC
1225
City Holding Co
West Virginia
$120K

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.