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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
PA
501
Pinnacle Associates
New York
$3.2M -$74.2K -353 -2%
RBC
502
Romano Brothers & Co
Illinois
$3.2M +$79.4K +378 +2%
NVIM
503
New Vernon Investment Management
Illinois
$3.18M -$861K -4,098 -20%
PT
504
Plimoth Trust
Massachusetts
$3.18M +$80.7K +384 +2%
CPC
505
Consolidated Planning Corp
Georgia
$3.17M -$148K -702 -4%
MF
506
Magnetar Financial
Illinois
$3.17M +$3.43M +16,311 New
FAP
507
Financial Advisory Partners
Florida
$3.12M +$3.38M +16,081 New
AFM
508
Andesa Financial Management
Pennsylvania
$3.1M +$2.78M +13,219 +100%
WIC
509
Woodmont Investment Counsel
Tennessee
$3.08M +$133K +634 +4%
PF
510
Phoenix Financial
Israel
$3.07M +$2.5M +11,907 +313%
APG Asset Management
511
APG Asset Management
Netherlands
$3.06M -$12.2M -58,263 -77%
MAM
512
Meeder Asset Management
Ohio
$3.04M
SFI
513
SPC Financial Inc
Maryland
$3.03M +$35.9K +171 +1%
SDIC
514
South Dakota Investment Council
South Dakota
$3.03M
Cetera Investment Advisers
515
Cetera Investment Advisers
Illinois
$3.01M -$357K -1,697 -10%
LSV Asset Management
516
LSV Asset Management
Illinois
$2.97M
ST
517
Somerset Trust
Pennsylvania
$2.96M -$118K -563 -4%
CIC
518
Cincinnati Indemnity Company
Ohio
$2.92M
BCFD
519
Boit C.F. David
$2.9M -$210K -1,000 -7%
AAM
520
AR Asset Management
California
$2.89M
NHT
521
New Hampshire Trust
New Hampshire
$2.89M -$225K -1,073 -7%
TNB
522
Thomasville National Bank
Georgia
$2.88M +$4.83K +23 +0.2%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.87M -$41.8K -199 -1%
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$2.86M +$76.7K +365 +3%
SAM
525
Smithbridge Asset Management
Pennsylvania
$2.86M -$420 -2 -0%

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.