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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
CAC
1276
Core Alternative Capital
Georgia
$57K +$48.8K +240 +960%
HWMA
1277
Heritage Wealth Management (Arizona)
Arizona
$56K +$53.2K +262 New
SFG
1278
Sage Financial Group
Pennsylvania
$53K
OA
1279
Operose Advisors
Wisconsin
$52K
FFA
1280
Freedman Financial Associates
Massachusetts
$51K
OC
1281
Oakmont Corp
California
$51K +$48.8K +240 New
EI
1282
Ellevest Inc
New York
$50K -$27.4K -135 -36%
MAM
1283
Marquette Asset Management
Minnesota
$50K
WTA
1284
Washington Trust Advisors
Massachusetts
$50K
TF
1285
Tompkins Financial
New York
$49K +$8.94K +44 +23%
Jones Financial Companies
1286
Jones Financial Companies
Missouri
$48K -$23K -113 -34%
BWA
1287
BDO Wealth Advisors
Florida
$46K
TFS
1288
TrustCore Financial Services
Tennessee
$46K
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$46K +$6.71K +33 +18%
FPFS
1290
First Personal Financial Services
North Carolina
$45K -$5.28K -26 -11%
SOW
1291
State of Wyoming
Wyoming
$45K +$42.5K +209 New
APW
1292
Acima Private Wealth
Virginia
$44K
BCM
1293
Blume Capital Management
California
$43K -$40.6K -200 -50%
IRC
1294
Investors Research Corp
Georgia
$43K
BWP
1295
Baldwin Wealth Partners
Massachusetts
$43K +$5.28K +26 +15%
GTAM
1296
Global Trust Asset Management
Florida
$41K
SWM
1297
Selective Wealth Management
Virginia
$41K
AFS
1298
Annapolis Financial Services
Maryland
$40K
DWP
1299
Destiny Wealth Partners
Florida
$39K +$2.44K +12 +7%
T
1300
TCWP
Ohio
$39K +$37.6K +185 New

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.