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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
BA
526
Bristlecone Advisors
Washington
$2.79M +$12.8K +61 +0.4%
API
527
Advisor Partners II
California
$2.77M +$288K +1,370 +11%
PWA
528
Phoenix Wealth Advisors
North Carolina
$2.76M -$6.93K -33 -0.2%
HCM
529
Hodges Capital Management
Texas
$2.76M -$210K -998 -7%
JIC
530
Johnson Investment Counsel
Ohio
$2.75M -$227K -1,081 -7%
QIM
531
Quantitative Investment Management
Virginia
$2.75M +$2.97M +14,137 New
WC
532
Weil Company
California
$2.74M +$21.4K +102 +0.7%
DAC
533
Dividend Assets Capital
South Carolina
$2.74M
WCM
534
Wunderlich Capital Managemnt
Tennessee
$2.73M +$50K +238 +2%
VIM
535
Vinva Investment Management
Australia
$2.73M +$2.97M +14,118 New
SGI
536
Summit Global Investments
Utah
$2.73M -$216K -1,026 -7%
DCM
537
Delta Capital Management
New Jersey
$2.71M -$14.7K -70 -0.5%
NIM
538
Nicollet Investment Management
Minnesota
$2.7M -$138K -659 -5%
BF
539
BOK Financial
Oklahoma
$2.69M -$3.83M -18,243 -57%
AWS
540
Atria Wealth Solutions
New York
$2.68M +$322K +1,534 +13%
AW
541
Apricus Wealth
South Carolina
$2.67M +$23.1K +110 +0.8%
Bessemer Group
542
Bessemer Group
New Jersey
$2.64M +$64.3K +306 +2%
AWMT
543
AAFMAA Wealth Management & Trust
North Carolina
$2.63M -$36.6K -174 -1%
AIP
544
Ameritas Investment Partners
Nebraska
$2.63M +$300K +1,427 +12%
PAS
545
Park Avenue Securities
New York
$2.62M +$1.03M +4,883 +57%
WIA
546
Westbourne Investment Advisors
Maryland
$2.61M +$84.7K +403 +3%
TCM
547
Teza Capital Management
Illinois
$2.59M +$2.8M +13,317 New
PWLP
548
Prio Wealth Limited Partnership
Massachusetts
$2.58M -$159K -755 -5%
MHIC
549
Marble Harbor Investment Counsel
Massachusetts
$2.58M +$29.2K +139 +1%
LFAS
550
Level Four Advisory Services
Texas
$2.58M -$51.1K -243 -2%

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.