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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
ADIM
601
Alpha DNA Investment Management
Maryland
$1.95M +$251K +1,194 +14%
SC
602
Shay Capital
New York
$1.94M +$1.05M +5,000 +100%
GT
603
Glenview Trust
Kentucky
$1.92M -$12.6K -60 -0.6%
LAIC
604
Lederer & Associates Investment Counsel
California
$1.92M -$203K -966 -9%
VI
605
Vestcor Inc
New Brunswick, Canada
$1.92M -$7.78K -37 -0.4%
HA
606
Herold Advisors
New York
$1.91M -$13.9K -66 -0.7%
AWM
607
Apollon Wealth Management
South Carolina
$1.91M +$399K +1,899 +24%
QT
608
Quantamental Technologies
New York
$1.88M +$2.04M +9,691 New
MC
609
Moors & Cabot
Massachusetts
$1.87M +$74.2K +353 +4%
EP
610
Edgestream Partners
New Jersey
$1.86M +$1.61M +7,662 +395%
MWM
611
Mattern Wealth Management
Kansas
$1.85M +$145K +691 +8%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$1.85M +$97.3K +463 +5%
NPP
613
New Potomac Partners
Maryland
$1.81M -$1.89K -9 -0.1%
PNAA
614
Pictet North America Advisors
Switzerland
$1.81M -$34.5K -164 -2%
CA
615
Clearstead Advisors
Ohio
$1.79M +$45K +214 +2%
DAS
616
Dynamic Advisor Solutions
Arizona
$1.79M +$161K +764 +9%
LA
617
LBP AM
France
$1.79M +$1.93M +9,197 New
CK
618
Cohen Klingenstein
New York
$1.77M
NSEDCP
619
NJ State Employees Deferred Compensation Plan
New Jersey
$1.75M
MYIA
620
Mount Yale Investment Advisors
Colorado
$1.75M -$41.2K -196 -2%
AWM
621
Accurate Wealth Management
Florida
$1.73M +$141K +671 +8%
QC
622
Quadrature Capital
United Kingdom
$1.73M -$12.8M -61,119 -87%
ONB
623
Old National Bancorp
Indiana
$1.72M +$315K +1,498 +20%
PTC
624
Private Trust Company
Ohio
$1.71M +$64.5K +307 +4%
JCM
625
Jag Capital Management
Missouri
$1.71M -$15.3K -73 -0.8%

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.