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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
HWM
1326
Holloway Wealth Management
Florida
$21K
LWANC
1327
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
FP
1328
Financial Perspectives
Minnesota
$20.1K
ETC
1329
Exchange Traded Concepts
Oklahoma
$20K -$406 -2 -2%
GLLW
1330
Graves Light Lenhart Wealth
Virginia
$19K
DWA
1331
Delos Wealth Advisors
Texas
$18K -$7.52K -37 -31%
TFM
1332
TFC Financial Management
Massachusetts
$18K
WWM
1333
Wolff Wiese Magana
California
$18K +$813 +4 +5%
SIS
1334
Sound Income Strategies
Florida
$18K +$1.02K +5 +6%
AIP
1335
Ahrens Investment Partners
Louisiana
$17K
RG
1336
Retirement Group
California
$17K +$3.05K +15 +23%
CCM
1337
Copeland Capital Management
Pennsylvania
$15K -$3.66K -18 -20%
PFGIA
1338
Patriot Financial Group Insurance Agency
Massachusetts
$14K
SC
1339
Sierra Capital
Florida
$14K +$1.83K +9 +16%
CAL
1340
Capital Analysts LLC
Pennsylvania
$13K
SWA
1341
Sutton Wealth Advisors
Florida
$12.8K -$73.8K -363 -86%
TFO
1342
Tarbox Family Office
California
$12K -$13.6K -67 -55%
AIM
1343
Arcadia Investment Management
Michigan
$12K
NIC
1344
Northwest Investment Counselors
Oregon
$12K +$3.05K +15 +35%
RDIA
1345
RE Dickinson Investment Advisors
Iowa
$11K
CIAS
1346
CFS Investment Advisory Services
New Jersey
$11K +$487M +2,395,190 +21,012%
RWML
1347
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.3K -$4.47K -22 -31%
OAJ
1348
Ogorek Anthony Joseph
New York
$10K
TJHA
1349
Thomas J. Herzfeld Advisors
Florida
$10K
WIA
1350
Wealthstreet Investment Advisors
Texas
$10K

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.