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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
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$9.49M -$705K -3,357 -6%
WMSA
327
Weiss Multi-Strategy Advisers
New York
$9.32M +$4.1M +19,504 +68%
ECM
328
Estabrook Capital Management
New York
$9.3M -$53.4K -254 -0.5%
AAIM
329
Asset Advisors Investment Management
Georgia
$9.28M -$36.6K -174 -0.4%
PMEF
330
Point72 Middle East FZE
United Arab Emirates
$9.27M -$369K -1,755 -4%
ZAM
331
Zevin Asset Management
Massachusetts
$9.18M -$197K -938 -2%
FMC
332
First Merchants Corp
Indiana
$9.14M +$232K +1,104 +2%
KWILP
333
Kiwi Wealth Investments Limited Partnership
New Zealand
$9M -$3.79M -18,012 -28%
NAM
334
Nissay Asset Management
Japan
$8.96M -$397K -1,888 -4%
TF
335
Talbot Financial
Washington
$8.87M +$373K +1,776 +4%
CNB
336
Camden National Bank
Maine
$8.74M -$39.3K -187 -0.4%
RJT
337
Raymond James Trust
Florida
$8.63M +$337K +1,605 +4%
VF
338
Vest Financial
Virginia
$8.61M -$125K -594 -1%
M1FG
339
Mach-1 Financial Group
Arkansas
$8.54M -$1.77M -8,400 -99%
William Blair & Company
340
William Blair & Company
Illinois
$8.54M +$45.8K +218 +0.5%
BC
341
Brookfield Corp
Ontario, Canada
$8.52M +$1.77M +8,431 +24%
ERSOT
342
Employees Retirement System of Texas
Texas
$8.38M -$36.2M -172,404 -80%
WHG
343
Westwood Holdings Group
Texas
$8.32M +$638K +3,035 +8%
SLAM
344
Swiss Life Asset Management
$8.11M -$13M -61,861 -60%
VAS
345
Vestmark Advisory Solutions
Massachusetts
$8.02M +$304K +1,445 +4%
FNBOO
346
First National Bank of Omaha
Nebraska
$7.95M +$297K +1,414 +4%
BCI
347
Brinker Capital Investments
Pennsylvania
$7.84M +$1.32M +6,269 +18%
OPS
348
Orion Portfolio Solutions
Nebraska
$7.84M +$7.26M +34,563 +592%
CCM
349
Channing Capital Management
Illinois
$7.8M +$8.45M +40,189 New
SHGA
350
Sand Hill Global Advisors
California
$7.76M +$54K +257 +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.