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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
WorldQuant Millennium Advisors
301
WorldQuant Millennium Advisors
New York
$11.8M -$10.7M -51,015 -46%
PI
302
PGGM Investments
Netherlands
$11.8M -$1.56M -7,416 -11%
LIA
303
LS Investment Advisors
Michigan
$11.7M -$136K -645 -1%
ERIC
304
Eagle Rock Investment Company
Georgia
$11.7M -$336K -1,598 -3%
WIC
305
Wilkins Investment Counsel
Massachusetts
$11.6M -$78K -371 -0.6%
MOACM
306
Mutual of America Capital Management
New York
$11.5M +$20.4K +97 +0.2%
Jane Street
307
Jane Street
New York
$11.3M +$5.55M +26,432 +83%
UCFA
308
United Capital Financial Advisors
Texas
$11.2M -$13.6M -64,885 -53%
AssetMark Inc
309
AssetMark Inc
California
$11.2M -$74.2M -352,974 -86%
WT
310
Washington Trust
Rhode Island
$11.1M +$21.9K +104 +0.2%
X
311
Xponance
Pennsylvania
$11M +$339K +1,611 +3%
CIA
312
CCM Investment Advisers
South Carolina
$10.9M -$260K -1,235 -2%
AAF
313
Andra AP-fonden
Sweden
$10.8M +$2.46M +11,700 +27%
IAA
314
Independent Advisor Alliance
North Carolina
$10.8M -$43.9K -209 -0.4%
MSR
315
Main Street Research
Connecticut
$10.6M +$280K +1,334 +3%
CWM
316
CIBC World Markets
New York
$10.6M +$11.5M +54,522 New
BFIM
317
Beese Fulmer Investment Management
Ohio
$10.6M +$58.2K +277 +0.5%
PAI
318
Pittenger & Anderson Inc
Nebraska
$10.4M -$481K -2,291 -4%
TIP
319
Torray Investment Partners
Maryland
$10.4M +$1.26K +6 +0%
Walleye Capital
320
Walleye Capital
New York
$10.2M +$1.67M +7,957 +18%
First Manhattan
321
First Manhattan
New York
$10M -$459K -2,182 -4%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$9.78M +$48.3K +230 +0.5%
SC
323
SouthState Corp
Florida
$9.74M +$113K +537 +1%
KCM
324
Kanawha Capital Management
Virginia
$9.55M +$209K +993 +2%
CNB
325
Czech National Bank
Czech Republic
$9.49M +$65.8K +313 +0.6%

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.