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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
SSG
1301
Summit Securities Group
New York
$38K +$36K +177 New
MHR
1302
Matthew Hamilton Rosenberg
$36K +$11.2K +55 +49%
Macquarie Group
1303
Macquarie Group
Australia
$34.1K -$2.05M -10,102 -6%
MCC
1304
Money Concepts Capital
Florida
$34K +$31.9K +157 New
FCA
1305
FinTrust Capital Advisors
South Carolina
$33K +$31.9K +157 New
AWMS
1306
Advocacy Wealth Management Services
Georgia
$30K
ARIS
1307
Advanced Research Investment Solutions
California
$29K +$27.2K +134 New
HR
1308
Howe & Rusling
New York
$28K +$18.1K +89 +207%
RIM
1309
Rockbridge Investment Management
New York
$27.3K
EL
1310
EMFO LLC
Florida
$27K
Loomis, Sayles & Company
1311
Loomis, Sayles & Company
Massachusetts
$27K +$1.22K +6 +5%
POIA
1312
Pin Oak Investment Advisors
Texas
$26K -$19.9K -98 -45%
BWL
1313
Bogart Wealth LLC
Virginia
$26K
CYG
1314
Clean Yield Group
Vermont
$26K
TCM
1315
Tradewinds Capital Management
Washington
$26K
SC
1316
Siena Capital
Ohio
$26K +$24.6K +121 New
AA
1317
Addison Advisors
Vermont
$25K
AWM
1318
Atticus Wealth Management
Florida
$24K
BAM
1319
Byrne Asset Management
New Jersey
$24K
SWM
1320
Sugarloaf Wealth Management
Georgia
$23K
COCM
1321
Charter Oak Capital Management
New Hampshire
$23K +$10.2K +50 +86%
FMP
1322
Financial Management Professionals
Texas
$23K +$15K +74 +224%
LFG
1323
Larson Financial Group
Missouri
$23K +$16.5K +81 +324%
MIM
1324
Meridiem Investment Management
United Kingdom
$23K +$21.9K +108 New
KFI
1325
Key Financial Inc
Pennsylvania
$22K +$6.1K +30 +42%

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.