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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
BCM
1301
Blume Capital Management
California
$29K -$10.3K -50 -25%
HFS
1302
Heritage Financial Services
Massachusetts
$29K +$30.9K +150 New
BSB
1303
Bangor Savings Bank
Maine
$28K +$29.3K +142 New
EL
1304
EMFO LLC
Florida
$25K
ETI
1305
Enterprise Trust & Investment
California
$25K +$26.4K +128 New
RIM
1306
Rockbridge Investment Management
New York
$24.8K
AWMS
1307
Advocacy Wealth Management Services
Georgia
$24K -$3.71K -18 -13%
BWL
1308
Bogart Wealth LLC
Virginia
$24K
CYG
1309
Clean Yield Group
Vermont
$24K
POIA
1310
Pin Oak Investment Advisors
Texas
$24K
TCM
1311
Tradewinds Capital Management
Washington
$24K
DMKJ
1312
David M. Knott Jr
$24K +$24.9K +121 New
AA
1313
Addison Advisors
Vermont
$23K
BMD
1314
Better Money Decisions
New Mexico
$23K +$23.9K +116 New
AWM
1315
Atticus Wealth Management
Florida
$22K
BAM
1316
Byrne Asset Management
New Jersey
$22K
LFG
1317
Larson Financial Group
Missouri
$21K
MIM
1318
Meridiem Investment Management
United Kingdom
$21K
NIC
1319
Northwest Investment Counselors
Oregon
$21K +$9.89K +48 +83%
FIA
1320
FNY Investment Advisers
New York
$20K -$40.4K -196 -65%
ACM
1321
Aquatic Capital Management
Illinois
$20K +$20.6K +100 New
EDRH
1322
Edmond de Rothschild Holding
Switzerland
$20K +$20.6K +100 New
IAMOG
1323
Investors Asset Management of Georgia
Georgia
$20K +$20.6K +100 New
LWANC
1324
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
FP
1325
Financial Perspectives
Minnesota
$18.5K

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.