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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
RIM
1451
Rockbridge Investment Management
New York
-$24.8K -126 Closed
BMD
1452
Better Money Decisions
New Mexico
-$23K -116 Closed
GLLW
1453
Graves Light Lenhart Wealth
Virginia
-$17K -89 Closed
AIP
1454
Ahrens Investment Partners
Louisiana
-$16K -81 Closed
RG
1455
Retirement Group
California
-$16K -80 Closed
COCM
1456
Charter Oak Capital Management
New Hampshire
-$12K -58 Closed
PFGIA
1457
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -57 Closed
GKIM
1458
GW&K Investment Management
Massachusetts
-$10K -53 Closed
TWP
1459
TFO Wealth Partners
Ohio
-$9K -47 Closed
TCWM
1460
Total Clarity Wealth Management
Illinois
-$6K -28 Closed
AS
1461
Altshuler Shaham
Israel
-$5K -24 Closed
FBT
1462
First Bank & Trust
South Dakota
-$3K -17 Closed
CCM
1463
Chilton Capital Management
Texas
-$3K -14 Closed
SPWM
1464
Spartan Planning & Wealth Management
North Carolina
-$3K -14 Closed
JSAM
1465
J. Safra Asset Management
New York
-$1.71K -9 -7%
GWMIA
1466
Global Wealth Management Investment Advisory
Florida
-$2K -8 Closed
MFT
1467
Moisand Fitzgerald Tamayo
Florida
-$1K -4 Closed
PI
1468
PEAK6 Investments
Illinois
-$570 -3 Closed
HGERS
1469
Householder Group Estate & Retirement Specialist
Arizona
+$760 +4 New

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.