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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
CL
1401
Choreo LLC
Illinois
-$310K -1,577 Closed
BWM
1402
Buckley Wealth Management
Nevada
-$305K -1,549 Closed
RP
1403
Riverwater Partners
Wisconsin
-$298K -1,514 Closed
AIC
1404
Aurora Investment Counsel
Georgia
-$288K -1,464 Closed
CSIC
1405
Clifford Swan Investment Counsel
California
-$278K -1,414 Closed
VF
1406
Virtu Financial
New York
-$277K -1,407 Closed
ACI
1407
Alpha Cubed Investments
California
-$263K -1,338 Closed
KFA
1408
Krane Funds Advisors
New York
-$257K -1,305 Closed
CBN
1409
Cadence Bank NA
Texas
-$251K -1,273 Closed
CCM
1410
Compton Capital Management
Rhode Island
-$244K -1,239 Closed
OCM
1411
One Capital Management
California
-$241K -1,228 Closed
BFA
1412
Bragg Financial Advisors
North Carolina
-$239K -1,218 Closed
MC
1413
Machina Capital
France
-$233K -1,185 Closed
SLG
1414
Stanley-Laman Group
Pennsylvania
-$231K -1,175 Closed
HSA
1415
HBK Sorce Advisory
Pennsylvania
-$229K -1,165 Closed
DA
1416
DSC Advisors
Illinois
-$229K -1,164 Closed
SB
1417
Sunflower Bank
Texas
-$224K -1,138 Closed
SRG
1418
SBB Research Group
Illinois
-$218K -1,107 Closed
SFA
1419
Souders Financial Advisors
Ohio
-$216K -1,100 Closed
RPWA
1420
Regent Peak Wealth Advisors
Georgia
-$215K -1,094 Closed
CG
1421
Clarus Group
Texas
-$215K -1,093 Closed
OPOWM
1422
One Plus One Wealth Management
Florida
-$215K -1,092 Closed
SFG
1423
StrategIQ Financial Group
Indiana
-$213K -1,082 Closed
BMCM
1424
Bryn Mawr Capital Management
Pennsylvania
-$211K -1,073 Closed
EM
1425
Excalibur Management
Massachusetts
-$210K -1,069 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.