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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
TAIM
1251
TD Ameritrade Investment Management
Nebraska
$85K +$35.2K +173 +77%
BLC
1252
Brown, Lisle/Cummings
Rhode Island
$84.5K
TC
1253
Trust Company
Kansas
$80K
JFA
1254
JNBA Financial Advisors
Minnesota
$79K -$74.6K -367 -50%
HBW
1255
Hazlett, Burt & Watson
West Virginia
$79K +$75.2K +370 New
MSFP
1256
Mark Sheptoff Financial Planning
Connecticut
$77K -$2.64K -13 -3%
JWA
1257
JFS Wealth Advisors
Pennsylvania
$76K -$45.5K -224 -39%
TIM
1258
Tortoise Investment Management
New York
$75K
HNWAG
1259
High Net Worth Advisory Group
Florida
$72K
NFSG
1260
Newbridge Financial Services Group
Florida
$71K
AP
1261
Atwood & Palmer
Missouri
$70K +$17.3K +85 +35%
RTC
1262
Riverview Trust Company
Washington
$68K +$64.6K +318 New
SCA
1263
Stonebridge Capital Advisors
Minnesota
$67K
EWM
1264
Evermay Wealth Management
Virginia
$66K
LWA
1265
Lenox Wealth Advisors
New York
$66K +$1.22K +6 +2%
FRA
1266
Front Row Advisors
California
$65K -$1.83K -9 -3%
ANBT
1267
American National Bank & Trust
Texas
$64K -$2.03K -10 -3%
FIA
1268
FNY Investment Advisers
New York
$64K +$61K +300 New
CFGS
1269
Concourse Financial Group Securities
Alabama
$62K -$211K -1,036 -78%
BDWM
1270
Brewin Dolphin Wealth Management
Ireland
$61K +$3.86K +19 +7%
LPWM
1271
Lake Point Wealth Management
Texas
$60K -$64.8K -319 -53%
FMII
1272
Farmers & Merchants Investments Inc
Nebraska
$59K
GCM
1273
Gables Capital Management
Florida
$59K
BWM
1274
Baystate Wealth Management
Massachusetts
$58K +$203 +1 +0.4%
SWA
1275
SOA Wealth Advisors
New York
$57K

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.