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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
1376
Credential Qtrade Securities
$3.73K -$412 -2 -10%
WWP
1377
WR Wealth Planners
Missouri
$3.54K
PCA
1378
Providence Capital Advisors
North Carolina
$3K -$5.56K -27 -61%
SPWM
1379
Spartan Planning & Wealth Management
North Carolina
$3K -$2.88K -14 -50%
FBT
1380
First Bank & Trust
South Dakota
$3K
IWP
1381
IAG Wealth Partners
Wisconsin
$3K
CCM
1382
Chilton Capital Management
Texas
$3K +$2.88K +14 New
AIC
1383
Archer Investment Corporation
Indiana
$2.56K
CCM
1384
Cribstone Capital Management
Maine
$2K -$3.71K -18 -69%
AF
1385
Arrow Financial
New York
$2K -$3.09K -15 -60%
PMFA
1386
Plante Moran Financial Advisors
Michigan
$2K -$2.06K -10 -56%
GWMIA
1387
Global Wealth Management Investment Advisory
Florida
$2K
SWM
1388
Sugarloaf Wealth Management
Georgia
$2K
MF
1389
Magnetar Financial
Illinois
$1.21K +$1.27M +6,158 New
MFT
1390
Moisand Fitzgerald Tamayo
Florida
$1K -$824 -4 -50%
NMG
1391
New Millennium Group
Utah
$1K +$1.03K +5 New
BA
1392
Bivin & Associates
Oklahoma
$1K +$1.24K +6 New
OLVIG
1393
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1.44K +7 New
BIM
1394
Baldwin Investment Management
Pennsylvania
$865 +$5.36K +26 +0.6%
FSWA
1395
Financial Synergies Wealth Advisors
Texas
$787 +$824 +4 New
BRWM
1396
B. Riley Wealth Management
Tennessee
$637 -$15.2K -74 -2%
PI
1397
PEAK6 Investments
Illinois
$549 +$618 +3 New
IAIM
1398
International Assets Investment Management
Florida
$505 +$412 +2 +0.1%
RDIA
1399
RE Dickinson Investment Advisors
Iowa
$10
WIM
1400
Westside Investment Management
California
$5 +$5.77K +28 New

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.