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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
FNT
551
First National Trust
Pennsylvania
$2.56M -$23.1K -110 -0.8%
UA
552
Unison Advisors
District of Columbia
$2.56M +$12.4K +59 +0.5%
KS
553
Karpas Strategies
Connecticut
$2.54M -$54.6K -260 -2%
IRAG
554
Investment Research & Advisory Group
Georgia
$2.53M -$12.8K -61 -0.5%
BCV
555
Banque Cantonale Vaudoise
Switzerland
$2.52M
CFCI
556
Comprehensive Financial Consultants Institutional
Indiana
$2.51M +$74.4K +354 +3%
SCM
557
SKBA Capital Management
California
$2.5M -$10.1M -47,870 -79%
SG
558
Stonnington Group
California
$2.49M -$152K -722 -5%
CB
559
Community Bank
New York
$2.47M +$84.9K +404 +3%
BRWA
560
B. Riley Wealth Advisors
Florida
$2.47M +$250K +1,189 +10%
NWM
561
NEIRG Wealth Management
Massachusetts
$2.45M -$76.9K -366 -3%
SC
562
Slow Capital
California
$2.41M +$36.6K +174 +1%
PG
563
Patten Group
Tennessee
$2.4M +$243K +1,156 +10%
QCM
564
Quantinno Capital Management
New York
$2.39M +$1.68M +7,976 +184%
FTDI
565
First Trust Direct Indexing
Massachusetts
$2.36M +$108K +515 +4%
VanEck Associates
566
VanEck Associates
New York
$2.33M +$340K +1,620 +16%
MCM
567
MV Capital Management
Maryland
$2.33M +$23.3K +111 +0.9%
PFS
568
Prospera Financial Services
Texas
$2.33M +$1.29M +6,131 +105%
RCM
569
Regency Capital Management
Hawaii
$2.32M +$2.51M +11,938 New
HA
570
Harfst & Associates
Wyoming
$2.3M -$10.5K -50 -0.4%
IWA
571
IBEX Wealth Advisors
New Jersey
$2.3M +$130K +619 +6%
TYCC
572
Texas Yale Capital Corp
Florida
$2.3M -$3.36K -16 -0.1%
GWM
573
Geneos Wealth Management
Colorado
$2.28M -$1.32M -6,303 -35%
BCM
574
Buckhead Capital Management
Georgia
$2.25M -$31.5K -150 -1%
PL
575
Parkwood LLC
Ohio
$2.23M +$213K +1,014 +10%

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.