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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
DC
351
Davenport & Co
Virginia
$7.73M +$83K +395 +1%
TCM
352
Tufton Capital Management
Maryland
$7.7M -$55.7K -265 -0.7%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$7.66M -$24.6M -116,964 -75%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$7.47M +$1.82M +8,662 +29%
AAM
355
Advisors Asset Management
Colorado
$7.46M -$1.45M -6,920 -15%
OC
356
Oppenheimer & Co
New York
$7.46M +$237K +1,126 +3%
AAS
357
Avantax Advisory Services
Texas
$7.45M +$158K +753 +2%
FLPIM
358
F.L. Putnam Investment Management
Massachusetts
$7.44M -$35.1K -167 -0.4%
RP
359
Rowlandmiller & Partners
Georgia
$7.37M -$18.1K -86 -0.2%
AT
360
American Trust
Kentucky
$7.32M -$196K -931 -2%
Wealth Enhancement Advisory Services
361
Wealth Enhancement Advisory Services
Minnesota
$7.22M +$1.32M +6,300 +20%
TC
362
Telemus Capital
Michigan
$7.22M -$1.68K -8 -0%
BCIM
363
British Columbia Investment Management
British Columbia, Canada
$7.19M
CM
364
Churchill Management
California
$7.19M +$160K +762 +2%
Arrowstreet Capital
365
Arrowstreet Capital
Massachusetts
$7.18M +$7.77M +36,981 New
FFP
366
FourThought Financial Partners
Florida
$7.18M -$31.3K -149 -0.4%
FHA
367
First Horizon Advisors
Tennessee
$7.16M +$908K +4,319 +13%
SAM
368
Sabadell Asset Management
Spain
$7.14M -$235K -1,120 -3%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$7.1M -$403K -1,917 -5%
EI
370
Ethic Inc
New York
$7.09M +$1.58M +7,514 +26%
SWS
371
SYSTM Wealth Solutions
Illinois
$7.06M -$51.3K -244 -0.7%
AF
372
Alerus Financial
North Dakota
$7.05M -$373K -1,776 -5%
FT
373
Fiduciary Trust
Massachusetts
$7.03M -$414K -1,970 -5%
KAS
374
Kestra Advisory Services
Texas
$6.98M -$2.74M -13,061 -27%
TW
375
Transform Wealth
Colorado
$6.94M +$10.9K +52 +0.1%

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.