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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
GFPC
1301
Global Financial Private Client
Florida
$10.5K
SWA
1302
Sutton Wealth Advisors
Florida
$10.4K -$1.71K -9 -14%
SIS
1303
Sound Income Strategies
Florida
$9K -$2.47K -13 -21%
MBFW
1304
Morton Brown Family Wealth
Pennsylvania
$9K
RDIA
1305
RE Dickinson Investment Advisors
Iowa
$9K
AIM
1306
Axiom Investment Management
New York
$9K +$8.54K +45 New
TCWA
1307
Ten Capital Wealth Advisors
Washington
$9K +$9.69K +51 New
TAM
1308
Tucker Asset Management
Colorado
$8.17K
FGAM
1309
Financial Gravity Asset Management
Texas
$8.16K -$132K -694 -16%
SC
1310
Sierra Capital
Florida
$8K -$1.52K -8 -15%
LF
1311
Lee Financial
Texas
$8K -$760 -4 -8%
OAJ
1312
Ogorek Anthony Joseph
New York
$8K
TJHA
1313
Thomas J. Herzfeld Advisors
Florida
$8K
BWL
1314
Bogart Wealth LLC
Virginia
$7K -$15.2K -80 -67%
BCMLT
1315
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K
CMA
1316
Cedar Mountain Advisors
Oregon
$7K
IAS
1317
IMA Advisory Services
Colorado
$7K
CBT
1318
Central Bank & Trust
Kentucky
$7K +$7.22K +38 New
DBG
1319
De Burlo Group
Massachusetts
$6K +$6.27K +33 New
HWM
1320
Horizons Wealth Management
North Carolina
$6K
UIA
1321
Ulland Investment Advisors
Minnesota
$6K
FMP
1322
Financial Management Professionals
Texas
$6K +$949 +5 +19%
DIP
1323
DT Investment Partners
Pennsylvania
$6K +$6.65K +35 New
KFS
1324
Kelly Financial Services
Massachusetts
$5.09K
WPA
1325
West Paces Advisors
Georgia
$5.09K

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.