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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
NL
1376
NVWM LLC
Pennsylvania
$5K +$4.47K +22 New
AF
1377
Arrow Financial
New York
$5K +$5.08K +25 New
GEA
1378
Glen Eagle Advisors
New Jersey
$4.71K
CQS
1379
Credential Qtrade Securities
$4.49K
PMFA
1380
Plante Moran Financial Advisors
Michigan
$4K -$15K -74 -80%
FBT
1381
First Bank & Trust
South Dakota
$4K
FWM
1382
Focused Wealth Management
New York
$4K
TFGT
1383
TS Financial Group (TSFG)
Illinois
$4K
SC
1384
Schubert & Co
Texas
$4K +$406 +2 +12%
DI
1385
Disciplined Investments
Oklahoma
$4K +$4.27K +21 New
WWP
1386
WR Wealth Planners
Missouri
$3.85K +$3.66K +18 New
IWP
1387
IAG Wealth Partners
Wisconsin
$3K +$3.05K +15 New
AIC
1388
Archer Investment Corporation
Indiana
$2.8K
AFG
1389
Albion Financial Group
Utah
$2K
UFF
1390
USA Financial Formulas
Michigan
$2K
GWMIA
1391
Global Wealth Management Investment Advisory
Florida
$2K +$1.63K +8 New
MFT
1392
Moisand Fitzgerald Tamayo
Florida
$2K +$1.63K +8 New
PA
1393
PSI Advisors
Florida
$1K
GA
1394
GoalVest Advisory
New York
$1K +$813 +4 New
BIM
1395
Baldwin Investment Management
Pennsylvania
$936
GFPC
1396
Global Financial Private Client
Florida
$866
NI
1397
Nuance Investments
Missouri
-$137M -709,658 Closed
CP
1398
Castleview Partners
Texas
-$3.01K -581,863 Closed
Hudson Bay Capital Management
1399
Hudson Bay Capital Management
Connecticut
-$53.2M -275,000 Closed
CA
1400
Capitolis Advisors
New York
-$30.2M -156,421 Closed

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.