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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
CIC
401
Carnegie Investment Counsel
Ohio
$5.94M +$1.71M +8,139 +36%
Acadian Asset Management
402
Acadian Asset Management
Massachusetts
$5.9M -$4.82M -22,925 -43%
ASN
403
Advisory Services Network
Georgia
$5.86M +$42.9K +204 +0.7%
SF
404
Synovus Financial
Georgia
$5.75M -$164K -779 -3%
KNW
405
Kesler Norman & Wride
Utah
$5.74M +$225K +1,072 +4%
BWM
406
BerganKDV Wealth Management
Minnesota
$5.7M +$261K +1,242 +4%
AAB
407
ABN AMRO Bank
Netherlands
$5.69M +$6.15M +29,280 New
SCA
408
Stokes Capital Advisors
South Carolina
$5.64M -$114K -543 -2%
PP
409
Prudential plc
United Kingdom
$5.6M +$1.14M +5,434 +23%
LMIM
410
Lockheed Martin Investment Management
Maryland
$5.51M -$13.8M -65,800 -70%
JCM
411
Janney Capital Management
Pennsylvania
$5.5M +$5.96M +28,352 New
IC
412
IEQ Capital
California
$5.48M +$621K +2,957 +12%
RPI
413
Railway Pension Investments
United Kingdom
$5.44M +$5.88M +28,000 New
FTC
414
Farmers Trust Company
Ohio
$5.42M -$74.6K -355 -1%
WC
415
Woodstock Corp
Massachusetts
$5.33M -$1.05K -5 -0%
RPA
416
Rock Point Advisors
Vermont
$5.29M -$769K -3,659 -12%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$5.28M +$247K +1,177 +5%
CWM
418
Calamos Wealth Management
Illinois
$5.27M -$199K -949 -3%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$5.24M +$42K +200 +0.7%
CGH
420
Crossmark Global Holdings
Texas
$5.21M -$247K -1,175 -4%
VCA
421
Verdence Capital Advisors
Maryland
$5.21M -$112K -533 -2%
VIA
422
Vident Investment Advisory
Georgia
$5.11M +$684K +3,253 +14%
MYAM
423
Meiji Yasuda Asset Management
Japan
$5.11M -$2.87M -13,635 -34%
HWM
424
HB Wealth Management
Georgia
$5.1M +$22.5K +107 +0.4%
CSS
425
Cubist Systematic Strategies
Connecticut
$5.09M +$2.34M +11,113 +74%

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.