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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
CJL
376
Cyrus J. Lawrence
New York
$6.94M -$131K -625 -2%
KeyBank National Association
377
KeyBank National Association
Ohio
$6.88M -$24.4K -116 -0.3%
MCM
378
Mattern Capital Management
Colorado
$6.88M +$305K +1,449 +4%
LG
379
Leuthold Group
Minnesota
$6.84M -$152K -721 -2%
HIMCH
380
Hartford Investment Management Co (HIMCO)
Connecticut
$6.82M -$884K -4,207 -11%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$6.79M +$393K +1,868 +6%
SAM
382
Securian Asset Management
Minnesota
$6.76M +$40.8K +194 +0.6%
HA
383
Hamel Associates
New Jersey
$6.73M
AIM
384
Artemis Investment Management
United Kingdom
$6.72M -$704K -3,348 -9%
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$6.63M +$517K +2,462 +8%
DILIC
386
Dai-ichi Life Insurance Company
Japan
$6.61M -$1.68K -8 -0%
AI
387
Atria Investments
North Carolina
$6.47M +$39.5K +188 +0.6%
EMPI
388
Elo Mutual Pension Insurance
Finland
$6.43M +$170K +810 +3%
LBC
389
Lowe Brockenbrough & Co
Virginia
$6.43M +$77.3K +368 +1%
KRS
390
Kentucky Retirement Systems
Kentucky
$6.37M -$3.99K -19 -0.1%
SG Americas Securities
391
SG Americas Securities
New York
$6.37M +$5.15M +24,527 +297%
HPCM
392
Hunter Perkins Capital Management
Illinois
$6.35M +$1.21M +5,745 +21%
BRCM
393
Bright Rock Capital Management
Massachusetts
$6.21M
Wealthfront Advisers
394
Wealthfront Advisers
California
$6.11M +$116K +550 +2%
MML Investors Services
395
MML Investors Services
Massachusetts
$6.09M -$513K -2,440 -7%
Lido Advisors
396
Lido Advisors
California
$6.08M +$3.1M +14,760 +89%
SIG
397
Stonegate Investment Group
Alabama
$6.05M -$296K -1,407 -4%
DT
398
Diversified Trust
Tennessee
$6.02M +$785K +3,734 +14%
B
399
Bailard
California
$6.01M +$289K +1,377 +5%
CAN
400
Cetera Advisor Networks
California
$5.96M +$267K +1,270 +4%

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.