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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
SSA
1451
Schonfeld Strategic Advisors
New York
-$75K -390 Closed
SFM
1452
Signet Financial Management
New Jersey
-$69K -357 Closed
HNWA
1453
Henrickson Nauta Wealth Advisors
Michigan
-$67K -342 Closed
EWM
1454
Elmwood Wealth Management
California
-$61K -315 Closed
CSWM
1455
Cassady Schiller Wealth Management
Ohio
-$60K -308 Closed
EPM
1456
Equitec Proprietary Markets
Illinois
-$46K -239 Closed
SPA
1457
Shore Point Advisors
New Jersey
-$39K -199 Closed
FPWM
1458
FSB Premier Wealth Management
Iowa
-$24K -127 Closed
RPCONE
1459
Retirement Planning Company of New England
Rhode Island
-$23K -123 Closed
VIMU
1460
Veritas Investment Management (UK)
United Kingdom
-$21K -108 Closed
WWMSC
1461
Wagner Wealth Management (South Carolina)
South Carolina
-$16K -82 Closed
HFS
1462
Hantz Financial Services
Michigan
-$12K -62 Closed
MAM
1463
Mystic Asset Management
Rhode Island
-$9K -49 Closed
TCWM
1464
Total Clarity Wealth Management
Illinois
-$9K -47 Closed
FFWM
1465
Future Financial Wealth Management
Ohio
-$8K -43 Closed
Optiver Holding
1466
Optiver Holding
Netherlands
-$4K -24 Closed
WFS
1467
Widmann Financial Services
Maryland
-$4K -24 Closed
TLFA
1468
True Link Financial Advisors
California
-$3K -17 Closed
HI
1469
Hudock Inc
Pennsylvania
-$2K -15 Closed
CCM
1470
Chilton Capital Management
Texas
-$3K -14 Closed
RCM
1471
Raleigh Capital Management
North Carolina
-$1K -6 Closed
BA
1472
Bivin & Associates
Oklahoma
-$1K -3 Closed
PO
1473
Private Ocean
California
+$406 +2 New
JSAM
1474
J. Safra Asset Management
New York
+$28.7K +141 New

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.