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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
ARG
1426
Advisory Resource Group
Oklahoma
-$209K -1,065 Closed
ATWA
1427
Arbor Trust Wealth Advisors
Michigan
-$210K -1,065 Closed
AC
1428
Abbrea Capital
California
-$209K -1,057 Closed
NPI
1429
New Perspectives Inc
Mississippi
-$207K -1,054 Closed
FA
1430
Financial Advisors
Massachusetts
-$206K -1,050 Closed
SCM
1431
Stevens Capital Management
Pennsylvania
-$206K -1,050 Closed
ZIM
1432
Zacks Investment Management
Illinois
-$205K -1,043 Closed
BSA
1433
Braun Stacey Associates
New York
-$204K -1,040 Closed
RWP
1434
RWA Wealth Partners
Massachusetts
-$203K -1,032 Closed
TC
1435
Titleist Capital
Texas
-$203K -1,032 Closed
AM
1436
Atwater Malick
Pennsylvania
-$202K -1,030 Closed
Loomis, Sayles & Company
1437
Loomis, Sayles & Company
Massachusetts
-$202K -1,028 Closed
SM
1438
Salzhauer Michael
-$202K -1,028 Closed
GJIC
1439
Gamble Jones Investment Counsel
California
-$201K -1,023 Closed
NG
1440
Northstar Group
New York
-$201K -1,022 Closed
V
1441
VeraBank
Texas
-$200K -1,018 Closed
CA
1442
CoreCap Advisors
Michigan
-$199K -1,013 Closed
FBC
1443
Fairfield, Bush & Co
Connecticut
-$179K -912 Closed
CWP
1444
Concord Wealth Partners
Virginia
-$173K -881 Closed
SFG
1445
Steward Financial Group
Texas
-$137K -700 Closed
CWM
1446
Curi Wealth Management
North Carolina
-$122K -619 Closed
CFGS
1447
Concourse Financial Group Securities
Alabama
-$62.3K -328 Closed
APP
1448
Alpha Paradigm Partners
Illinois
-$48K -246 Closed
AIL
1449
AGF Investments LLC
Ontario, Canada
-$30K -154 Closed
HFS
1450
Heritage Financial Services
Massachusetts
-$29K -150 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.