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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
C
1351
Covestor
United Kingdom
$9K +$2.03K +10 +29%
PCA
1352
Providence Capital Advisors
North Carolina
$9K +$5.49K +27 +159%
LF
1353
Lee Financial
Texas
$9K +$8.74K +43 New
FGAM
1354
Financial Gravity Asset Management
Texas
$8.99K -$90K -443 -9%
CMA
1355
Cedar Mountain Advisors
Oregon
$8K
IAS
1356
IMA Advisory Services
Colorado
$8K
VCM
1357
Versant Capital Management
Arizona
$8K
DBG
1358
De Burlo Group
Massachusetts
$7.06K +$6.71K +33 New
MWM
1359
Mascoma Wealth Management
New Hampshire
$7K
RA
1360
Rise Advisors
New York
$7K
UIA
1361
Ulland Investment Advisors
Minnesota
$7K
CAL
1362
Capital Advisors Ltd
Ohio
$7K +$1.22K +6 +23%
CI
1363
Cordant Inc
Oregon
$7K +$6.5K +32 New
BCMLT
1364
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K +$7.11K +35 New
PHK
1365
Point72 Hong Kong
Hong Kong
$6K -$2.85M -14,027 -100%
CCM
1366
Cribstone Capital Management
Maine
$6K -$3.05K -15 -37%
Kayne Anderson Rudnick Investment Management
1367
Kayne Anderson Rudnick Investment Management
California
$6K -$1.42K -7 -19%
SN
1368
Sittner & Nelson
Oregon
$6K
AS
1369
Altshuler Shaham
Israel
$6K +$5.69K +28 New
SPWM
1370
Spartan Planning & Wealth Management
North Carolina
$6K +$5.69K +28 New
GKIM
1371
GW&K Investment Management
Massachusetts
$6K +$6.1K +30 New
WPA
1372
West Paces Advisors
Georgia
$5.99K -$1.42K -7 -20%
KFS
1373
Kelly Financial Services
Massachusetts
$5.99K
IFAM
1374
Institutional & Family Asset Management
Colorado
$5K
M
1375
MOTCO
Texas
$5K

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.