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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
CYG
1276
Clean Yield Group
Vermont
$22K
DMKJ
1277
David M. Knott Jr
$22K
POIA
1278
Pin Oak Investment Advisors
Texas
$22K
TCM
1279
Tradewinds Capital Management
Washington
$22K
BAM
1280
Byrne Asset Management
New Jersey
$20K
MIM
1281
Meridiem Investment Management
United Kingdom
$20K
SWM
1282
Sugarloaf Wealth Management
Georgia
$20K
AWM
1283
Abound Wealth Management
Tennessee
$18.2K +$19K +100 New
IAMOG
1284
Investors Asset Management of Georgia
Georgia
$18K
LWANC
1285
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
MCC
1286
Money Concepts Capital
Florida
$18K +$18.4K +97 New
FP
1287
Financial Perspectives
Minnesota
$17.1K
NIC
1288
Northwest Investment Counselors
Oregon
$17K -$2.85K -15 -14%
DWA
1289
Delos Wealth Advisors
Texas
$16K +$1.14K +6 +7%
CCM
1290
Copeland Capital Management
Pennsylvania
$16K +$2.66K +14 +19%
MWM
1291
Mascoma Wealth Management
New Hampshire
$16K +$10.1K +53 +151%
ST
1292
Sageworth Trust
Pennsylvania
$15K -$206K -1,085 -93%
WWM
1293
Wolff Wiese Magana
California
$15K -$380 -2 -2%
WWMSC
1294
Wagner Wealth Management (South Carolina)
South Carolina
$15K
CAL
1295
Capital Advisors Ltd
Ohio
$15K +$10.8K +57 +248%
LFA
1296
Legend Financial Advisors
Pennsylvania
$14.2K +$14.8K +78 New
VCM
1297
Versant Capital Management
Arizona
$12K +$5.13K +27 +73%
AIM
1298
Arcadia Investment Management
Michigan
$11K
CAL
1299
Capital Analysts LLC
Pennsylvania
$11K
PK
1300
Pflug Koory
Nebraska
$11K +$11.6K +61 New

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.