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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
NC
1351
NewSquare Capital
Pennsylvania
$1K +$1.52K +8 New
BIM
1352
Baldwin Investment Management
Pennsylvania
$825 +$25.4K +134 +3%
FSWA
1353
Financial Synergies Wealth Advisors
Texas
$728
PWP
1354
Principle Wealth Partners
Connecticut
$560
WIM
1355
Westside Investment Management
California
$5
FMI
1356
Fiduciary Management Inc
Wisconsin
-$245M -1,247,413 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1357
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$13.7M -69,783 Closed
Squarepoint
1358
Squarepoint
New York
-$11.3M -57,436 Closed
Marshall Wace
1359
Marshall Wace
United Kingdom
-$9.8M -49,860 Closed
TI
1360
Trexquant Investment
Connecticut
-$9.49M -48,274 Closed
MPA
1361
Marvin & Palmer Associates
Delaware
-$9.04M -45,989 Closed
DA
1362
Duality Advisers
Florida
-$6.05M -30,771 Closed
Twin Tree Management
1363
Twin Tree Management
Texas
-$4.24M -22,331 Closed
Hudson Bay Capital Management
1364
Hudson Bay Capital Management
Connecticut
-$3.93M -20,000 Closed
WMSA
1365
Weiss Multi-Strategy Advisers
New York
-$3.82M -19,441 Closed
BFA
1366
Brendel Financial Advisors
New Hampshire
-$3.34M -16,977 Closed
SWM
1367
Scissortail Wealth Management
Oklahoma
-$3.22M -16,647 Closed
BWM
1368
BNC Wealth Management
Oregon
-$2.67M -13,594 Closed
GP
1369
Geneva Partners
Wisconsin
-$2.28M -11,576 Closed
Capital Fund Management (CFM)
1370
Capital Fund Management (CFM)
France
-$2.25M -11,437 Closed
CIAS
1371
CFS Investment Advisory Services
New Jersey
-$2.2M -11,178 Closed
MAM
1372
Morse Asset Management
Connecticut
-$2.05M -10,430 Closed
PWM
1373
Pinnacle Wealth Management
California
-$2.02M -10,283 Closed
CWM
1374
Cordatus Wealth Management
Pennsylvania
-$1.8M -9,152 Closed
DTL
1375
Dynamic Technology Lab
Singapore
-$1.69M -8,570 Closed

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.