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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
NEI
426
Northwest & Ethical Investments
Ontario, Canada
$5.07M -$11.1K -53 -0.2%
HIP
427
Harrell Investment Partners
Texas
$5.01M +$335K +1,595 +7%
Pacer Advisors
428
Pacer Advisors
Pennsylvania
$5M -$5.09M -24,240 -49%
KPWS
429
Kestra Private Wealth Services
Texas
$4.92M +$1.08M +5,119 +25%
BMM
430
Buffington Mohr McNeal
Idaho
$4.9M +$1.02M +4,840 +24%
AAIM
431
American Assets Investment Management
California
$4.85M
Hudson Bay Capital Management
432
Hudson Bay Capital Management
Connecticut
$4.85M +$5.25M +25,000 New
CIM
433
Corbyn Investment Management
Maryland
$4.73M -$32.8K -156 -0.6%
HCMT
434
Highland Capital Management (Tennessee)
Tennessee
$4.7M -$27.1K -129 -0.5%
PNC
435
Park National Corp
Ohio
$4.67M -$229K -1,092 -4%
QT
436
Quantbot Technologies
New York
$4.67M +$5.05M +24,043 New
GIA
437
Gladstone Institutional Advisory
Florida
$4.66M +$1.75M +8,305 +53%
EW
438
Evexia Wealth
Wisconsin
$4.63M +$4.85M +23,088 New
CT
439
Coastline Trust
Rhode Island
$4.61M +$57.2K +272 +1%
NB
440
Northwest Bancshares
Pennsylvania
$4.61M +$105K +502 +2%
VPIM
441
Vanguard Personalized Indexing Management
California
$4.6M +$186K +886 +4%
AIM
442
Achmea Investment Management
Netherlands
$4.57M -$9.05M -43,051 -65%
BPA
443
Beacon Pointe Advisors
California
$4.55M +$137K +650 +3%
FA
444
FDx Advisors
Illinois
$4.53M
LSA
445
L & S Advisors
California
$4.51M -$1.96M -9,316 -29%
TCOV
446
Trust Company of Vermont
Vermont
$4.5M +$13.4K +64 +0.3%
MC
447
Middleton & Co
Massachusetts
$4.49M +$32.2K +153 +0.7%
FC
448
FORA Capital
Florida
$4.46M +$1.7M +8,104 +55%
BFA
449
Benedict Financial Advisors
Georgia
$4.36M +$23.3K +111 +0.5%
NB
450
Norinchukin Bank
Japan
$4.29M +$136K +645 +3%

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.