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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
HBW
1226
Hazlett, Burt & Watson
West Virginia
$64K -$3.42K -18 -5%
SCA
1227
Stonebridge Capital Advisors
Minnesota
$64K +$7.6K +40 +13%
CT
1228
Caldwell Trust
Florida
$62.9K -$130K -682 -66%
HNWAG
1229
High Net Worth Advisory Group
Florida
$61K
NFSG
1230
Newbridge Financial Services Group
Florida
$61K
ANBT
1231
American National Bank & Trust
Texas
$58K +$3.61K +19 +6%
CAC
1232
Core Alternative Capital
Georgia
$57K +$2.85K +15 +5%
AFS
1233
Annapolis Financial Services
Maryland
$55K +$21.5K +113 +60%
Q
1234
QVR
California
$55K +$57.9K +305 New
FMII
1235
Farmers & Merchants Investments Inc
Nebraska
$53K +$3.61K +19 +7%
AIP
1236
Almanack Investment Partners
Pennsylvania
$52K +$54.1K +285 New
HWA
1237
HHM Wealth Advisors
Tennessee
$51K -$6.46K -34 -11%
ZB
1238
Zions Bancorporation
Utah
$50K -$7.41K -39 -12%
FRA
1239
Front Row Advisors
California
$50K -$2.47K -13 -5%
GCM
1240
Gables Capital Management
Florida
$50K
SWA
1241
SOA Wealth Advisors
New York
$46K
FIA
1242
FNY Investment Advisers
New York
$46K +$28.5K +150 +144%
OC
1243
Oakmont Corp
California
$44K
OA
1244
Operose Advisors
Wisconsin
$44K
FCA
1245
FinTrust Capital Advisors
South Carolina
$44K +$2.47K +13 +6%
CSPAM
1246
Cary Street Partners Asset Management
Virginia
$44K +$45.6K +240 New
TFS
1247
TrustCore Financial Services
Tennessee
$43K +$4.18K +22 +10%
MAM
1248
Marquette Asset Management
Minnesota
$42K -$570 -3 -1%
AP
1249
Atwood & Palmer
Missouri
$42K
HWMA
1250
Heritage Wealth Management (Arizona)
Arizona
$41K -$7.41K -39 -15%

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.