We are live on ! Find out more

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
SC
1326
Schubert & Co
Texas
$5K -$2.28K -12 -30%
IFAM
1327
Institutional & Family Asset Management
Colorado
$5K
Kayne Anderson Rudnick Investment Management
1328
Kayne Anderson Rudnick Investment Management
California
$5K
MCA
1329
Maryland Capital Advisors
Maryland
$5K
SN
1330
Sittner & Nelson
Oregon
$5K
GEA
1331
Glen Eagle Advisors
New Jersey
$4K
CQS
1332
Credential Qtrade Securities
$3.46K
WWP
1333
WR Wealth Planners
Missouri
$3.27K
M1FG
1334
Mach-1 Financial Group
Arkansas
$3K -$148K -777 -97%
DI
1335
Disciplined Investments
Oklahoma
$3K -$190 -1 -5%
FWM
1336
Focused Wealth Management
New York
$3K
IWP
1337
IAG Wealth Partners
Wisconsin
$3K
PCA
1338
Providence Capital Advisors
North Carolina
$3K
TFGT
1339
TS Financial Group (TSFG)
Illinois
$3K
TFA
1340
Toth Financial Advisory
Virginia
$3K +$3.42K +18 New
AIC
1341
Archer Investment Corporation
Indiana
$2.36K
UFF
1342
USA Financial Formulas
Michigan
$2K -$689K -3,628 -100%
AF
1343
Arrow Financial
New York
$2K
MOS
1344
MGO One Seven
Ohio
$1.37K -$67.6K -356 -5%
HWP
1345
Highline Wealth Partners
California
$1.09K +$1.14K +6 New
CCM
1346
Cribstone Capital Management
Maine
$1K -$760 -4 -50%
NMG
1347
New Millennium Group
Utah
$1K
OLVIG
1348
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
PMFA
1349
Plante Moran Financial Advisors
Michigan
$1K
PA
1350
PSI Advisors
Florida
$1K +$949 +5 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.