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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
AWA
1451
Arete Wealth Advisors
Illinois
-$261K -1,221 Closed
PCIA
1452
Prime Capital Investment Advisors
Kansas
-$231K -1,197 Closed
GTCM
1453
Gyon Technologies Capital Management
New Jersey
-$250K -1,167 Closed
QC
1454
QCM Cayman
Texas
-$248K -1,158 Closed
YIH
1455
Y-Intercept (HK)
Hong Kong
-$240K -1,124 Closed
CAG
1456
Crestwood Advisors Group
Massachusetts
-$230K -1,077 Closed
PWM
1457
Perigon Wealth Management
California
-$226K -1,057 Closed
SW
1458
SteelPeak Wealth
California
-$224K -1,049 Closed
LCM
1459
Linker Capital Management
Kentucky
-$221K -1,032 Closed
AT
1460
Arden Trust
Delaware
-$216K -1,010 Closed
HCM
1461
Howard Capital Management
Georgia
-$215K -1,007 Closed
SF
1462
Symphony Financial
Texas
-$213K -1,001 Closed
CA
1463
Cullinan Associates
Kentucky
-$214K -1,000 Closed
JDR
1464
Jay D. Rosenbaum
-$214K -1,000 Closed
RC
1465
RBF Capital
California
-$218K -1,000 Closed
OFW
1466
Omnia Family Wealth
Florida
-$214K -999 Closed
AWM
1467
Axxcess Wealth Management
California
-$209K -978 Closed
PP
1468
Patron Partners
Texas
-$208K -976 Closed
BIA
1469
Barry Investment Advisors
Massachusetts
-$207K -966 Closed
AIA
1470
Alera Investment Advisors
Illinois
-$205K -960 Closed
SG
1471
Somerset Group
Minnesota
-$204K -954 Closed
TP
1472
Tranquility Partners
Tennessee
-$203K -951 Closed
BTWM
1473
Baker Tilly Wealth Management
Wisconsin
-$203K -947 Closed
KCPG
1474
Kavar Capital Partners Group
Kansas
-$201K -941 Closed
BFC
1475
Bedel Financial Consulting
Indiana
-$132K -616 Closed

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.