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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
CA
626
Cetera Advisors
Colorado
$1.71M +$52.1K +248 +3%
USCWA
627
U.S. Capital Wealth Advisors
Texas
$1.7M -$108K -516 -6%
HCM
628
Horiko Capital Management
New York
$1.69M
MGIA
629
Moneta Group Investment Advisors
Missouri
$1.69M +$31.1K +148 +2%
CNBT
630
Canandaigua National Bank & Trust
New York
$1.68M +$1.81M +8,632 New
MIC
631
Meridian Investment Counsel
California
$1.67M
OIA
632
OneDigital Investment Advisors
Kansas
$1.65M +$1.04M +4,947 +139%
PAG
633
Private Advisor Group
New Jersey
$1.65M +$43.9K +209 +3%
PCIA
634
Prime Capital Investment Advisors
Kansas
$1.65M +$1.46M +6,953 +457%
NRS
635
Neville Rodie & Shaw
New York
$1.64M -$5.25K -25 -0.3%
PGA
636
Portland Global Advisors
Maine
$1.63M -$28K -133 -2%
CDH
637
Charles D. Hyman
$1.63M
FB
638
Fulton Bank
Pennsylvania
$1.62M -$10.1K -48 -0.6%
DAM
639
Deltec Asset Management
New York
$1.6M +$1.73M +8,240 New
JAG
640
Journey Advisory Group
Kentucky
$1.6M -$601K -2,860 -26%
TRCT
641
Tower Research Capital (TRC)
New York
$1.6M -$380K -1,806 -18%
LPT
642
Legacy Private Trust
Wisconsin
$1.6M +$1.47M +7,004 +573%
PFPT
643
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.6M -$311K -1,479 -15%
AWM
644
Avitas Wealth Management
California
$1.59M -$23.5K -112 -1%
WP
645
WealthShield Partners
North Carolina
$1.59M +$1.72M +8,161 New
SP
646
Symmetry Partners
Connecticut
$1.59M -$219K -1,042 -11%
SLI
647
Sumitomo Life Insurance
Japan
$1.58M -$12.6K -60 -0.7%
CC
648
Cipher Capital
New York
$1.58M +$1.71M +8,151 New
O
649
Ossiam
France
$1.58M -$439K -2,090 -20%
DWA
650
Douglass Winthrop Advisors
New York
$1.57M

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.