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1,464 hedge funds and large institutions have $71B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 578 increasing their positions, 531 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 531

8% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 120

8% more call options, than puts

Call options by funds: $225M | Put options by funds: $207M

0.8% more ownership

Funds ownership: 87.99%88.79% (+0.8%)

1% less funds holding

Funds holding: 1,4811,464 (-17)

12% less capital invested

Capital invested by funds: $80.3B → $71B (-$9.31B)

50% less funds holding in top 10

Funds holding in top 10: 5226 (-26)

Holders
1,464
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.33%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.41%
New
130
Increased
578
Reduced
531
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Aquatic Capital Management
Illinois
$14.2M +$15.3M +73,000 New
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$14.1M +$112K +533 +0.7%
RT
278
Rockland Trust
Massachusetts
$13.9M +$649K +3,088 +5%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$13.9M +$15M +71,521 New
D.E. Shaw & Co
280
D.E. Shaw & Co
New York
$13.8M -$14.8M -70,535 -50%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$13.7M -$190K -905 -1%
COPPSERS
282
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.7M +$42.7K +203 +0.3%
GIBU
283
Gulf International Bank (UK)
United Kingdom
$13.5M -$4.3M -20,440 -23%
DLA
284
Douglas Lane & Associates
New York
$13.5M -$10.4M -49,418 -42%
CIS
285
Connors Investor Services
Pennsylvania
$13.5M -$215K -1,023 -1%
BPWM
286
Badgley Phelps Wealth Managers
Washington
$13.5M +$14.6M +69,342 New
PE
287
Point72 Europe
United Kingdom
$13.4M -$1.91M -9,100 -12%
TI
288
Trexquant Investment
Connecticut
$13.4M +$14.4M +68,753 New
ISL
289
Ingalls & Snyder LLC
New York
$13.2M +$140K +667 +1%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$12.8M +$175K +835 +1%
TF
291
TIAA FSB
Florida
$12.7M +$12.7M +60,483 +1,194%
TTWM
292
TCV Trust & Wealth Management
Virginia
$12.7M -$65.6K -312 -0.5%
State of Tennessee, Department of Treasury
293
State of Tennessee, Department of Treasury
Tennessee
$12.6M -$35.7M -169,779 -72%
BFS
294
Bradley Foster & Sargent
Connecticut
$12.6M +$696K +3,314 +5%
NI
295
Nepsis Inc
Minnesota
$12.4M -$1.59M -7,566 -11%
AWA
296
Amplius Wealth Advisors
Pennsylvania
$12.3M +$1.16M +5,517 +10%
V
297
Veritable
Delaware
$12.2M +$67K +319 +0.5%
OCM
298
Oakview Capital Management
Texas
$12.1M -$2.24M -10,680 -15%
Janus Henderson Group
299
Janus Henderson Group
United Kingdom
$12M +$2M +9,540 +18%
SPIA
300
Steward Partners Investment Advisory
New York
$12M -$2.88M -13,704 -18%

CB Hedge Fund Activity: Q1 2023 in Review

1,464 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2023, worth a combined $71B — down 12% from $80.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CB positions and 120 closed out — a net gain of 10 holders — while 578 added to existing stakes and 531 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $885M. The largest seller was Capital International Investors, cutting an estimated $1.09B.

  • 1,464 institutional investors held Chubb (CB) as of Q1 2023, down from 1,481 in Q4 2022.
  • Funds reported $71B of Chubb stock for Q1 2023, down 12% quarter-over-quarter.
  • 130 funds opened new Chubb positions in Q1 2023 and 120 closed out, a net change of +10 holders.
  • The largest Chubb buyer in Q1 2023 was T. Rowe Price Associates, an estimated $885M added.
  • The largest Chubb seller in Q1 2023 was Capital International Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.