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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
FCFS
1201
First Command Financial Services
Texas
$86K
SIC
1202
Salem Investment Counselors
North Carolina
$86K
AA
1203
Ancora Advisors
Ohio
$83K -$1.14K -6 -1%
FFC
1204
First Financial Corp
Indiana
$83K
ASBI
1205
American State Bank (Iowa)
Iowa
$82.8K
GI
1206
Gradient Investments
Minnesota
$82K
BCA
1207
Bray Capital Advisors
Florida
$81K
CCA
1208
Column Capital Advisors
Indiana
$80K
C
1209
Covestor
United Kingdom
$80K +$74.8K +394 +895%
BBPWM
1210
Blue Bell Private Wealth Management
Pennsylvania
$77K
KSWA
1211
Kathleen S. Wright Associates
Pennsylvania
$76K
FCT
1212
First Community Trust
Iowa
$75K
CB
1213
CNB Bank
Pennsylvania
$74K
TF
1214
Tompkins Financial
New York
$73K +$31.5K +166 +71%
BLC
1215
Brown, Lisle/Cummings
Rhode Island
$71.8K
EWM
1216
Evermay Wealth Management
Virginia
$71K +$15K +79 +26%
TWM
1217
Tradition Wealth Management
Minnesota
$70K +$73.5K +387 New
HWA
1218
Heritage Wealth Advisors
Virginia
$69.5K
CP
1219
Castleview Partners
Texas
$69K -$38K -200 -35%
RA
1220
Rise Advisors
New York
$68K +$65.5K +345 +1,113%
JFA
1221
JNBA Financial Advisors
Minnesota
$66K
MSFP
1222
Mark Sheptoff Financial Planning
Connecticut
$66K
JWA
1223
JFS Wealth Advisors
Pennsylvania
$65K -$3.8K -20 -5%
RTC
1224
Riverview Trust Company
Washington
$65K +$7.6K +40 +13%
TIM
1225
Tortoise Investment Management
New York
$64K -$8.54K -45 -11%

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.