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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
OC
1276
Oakmont Corp
California
$47K
TF
1277
Tompkins Financial
New York
$46K
MAM
1278
Marquette Asset Management
Minnesota
$46K +$618 +3 +1%
AP
1279
Atwood & Palmer
Missouri
$45K -$20.6K -100 -30%
TAIM
1280
TD Ameritrade Investment Management
Nebraska
$44K -$36.3K -176 -44%
Jones Financial Companies
1281
Jones Financial Companies
Missouri
$43K -$412 -2 -0.9%
BWA
1282
BDO Wealth Advisors
Florida
$43K
FPFS
1283
First Personal Financial Services
North Carolina
$42K
TFS
1284
TrustCore Financial Services
Tennessee
$42K
OSNBOA
1285
Old Second National Bank of Aurora
Illinois
$41K
APW
1286
Acima Private Wealth
Virginia
$40.5K
BWP
1287
Baldwin Wealth Partners
Massachusetts
$40K
FCA
1288
FinTrust Capital Advisors
South Carolina
$40K +$11.9K +58 +37%
IRC
1289
Investors Research Corp
Georgia
$39K
DWP
1290
Destiny Wealth Partners
Florida
$39K +$3.5K +17 +9%
MHR
1291
Matthew Hamilton Rosenberg
$39K +$6.18K +30 +18%
BWM
1292
Baystate Wealth Management
Massachusetts
$38K -$16.5K -80 -29%
GTAM
1293
Global Trust Asset Management
Florida
$38K
SWM
1294
Selective Wealth Management
Virginia
$38K
AFS
1295
Annapolis Financial Services
Maryland
$37K
MCM
1296
McMillion Capital Management
North Carolina
$36K +$37.9K +184 New
KFI
1297
Key Financial Inc
Pennsylvania
$35K +$15.9K +77 +76%
CA
1298
Crewe Advisors
Utah
$32K +$33.6K +163 New
AIL
1299
AGF Investments LLC
Ontario, Canada
$30K -$74.8K -363 -70%
BIA
1300
Bell Investment Advisors
California
$30K +$31.5K +153 New

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.