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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
1251
State of Wyoming
Wyoming
$74K +$34.2K +166 +79%
JFA
1252
JNBA Financial Advisors
Minnesota
$71K -$1.03K -5 -1%
MSFP
1253
Mark Sheptoff Financial Planning
Connecticut
$71K
Capstone Investment Advisors
1254
Capstone Investment Advisors
New York
$71K +$74.4K +361 New
HNWAG
1255
High Net Worth Advisory Group
Florida
$66K
NFSG
1256
Newbridge Financial Services Group
Florida
$65K
CFGS
1257
Concourse Financial Group Securities
Alabama
$65K +$8.03K +39 +13%
ETC
1258
Exchange Traded Concepts
Oklahoma
$64K +$48.2K +234 +254%
RTC
1259
Riverview Trust Company
Washington
$63K
ZB
1260
Zions Bancorporation
Utah
$62K -$176K -855 -73%
HWA
1261
HHM Wealth Advisors
Tennessee
$62K -$17.1K -83 -21%
SCA
1262
Stonebridge Capital Advisors
Minnesota
$62K
PCG
1263
Private Capital Group
Connecticut
$61K -$70K -340 -52%
EWM
1264
Evermay Wealth Management
Virginia
$61K
ANBT
1265
American National Bank & Trust
Texas
$59K
CAC
1266
Core Alternative Capital
Georgia
$59K +$7K +34 +13%
FRA
1267
Front Row Advisors
California
$57K -$3.5K -17 -6%
LPWM
1268
Lake Point Wealth Management
Texas
$55K
FMII
1269
Farmers & Merchants Investments Inc
Nebraska
$54K
GCM
1270
Gables Capital Management
Florida
$54K
BDWM
1271
Brewin Dolphin Wealth Management
Ireland
$52K -$3.91K -19 -7%
HWMA
1272
Heritage Wealth Management (Arizona)
Arizona
$51.5K
SWA
1273
SOA Wealth Advisors
New York
$49K -$2.68K -13 -5%
APP
1274
Alpha Paradigm Partners
Illinois
$48K -$38.1K -185 -43%
OA
1275
Operose Advisors
Wisconsin
$48K

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.