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1,697 hedge funds and large institutions have $93.3B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 592 increasing their positions, 650 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

39% more funds holding in top 10

Funds holding in top 10: 3650 (+14)

30% more call options, than puts

Call options by funds: $480M | Put options by funds: $369M

13% more capital invested

Capital invested by funds: $82.5B → $93.3B (+$10.8B)

6% more funds holding

Funds holding: 1,5991,697 (+98)

0.59% less ownership

Funds ownership: 89.47%88.88% (-0.59%)

9% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 650

Holders
1,697
Holders Change
+98
Holders Change %
+6.13%
% of All Funds
24.44%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
189
Increased
592
Reduced
650
Closed
70
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
Marathon Capital Management
Maryland
$2.58M +$8.61K +35 +0.4%
IA
627
IFG Advisory
Georgia
$2.56M -$639K -2,598 -21%
CWM
628
Compass Wealth Management
Connecticut
$2.55M +$194K +789 +9%
NFG
629
Nations Financial Group
Iowa
$2.55M -$15.5K -63 -0.6%
BCM
630
Bayesian Capital Management
New York
$2.54M +$183K +743 +8%
LF
631
Lantz Financial
Illinois
$2.53M -$12.5K -51 -0.5%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$2.52M -$5.41K -22 -0.2%
HCM
633
HMS Capital Management
Tennessee
$2.52M -$204K -828 -8%
OWP
634
Obermeyer Wealth Partners
Colorado
$2.51M +$1.28M +5,195 +116%
NCM
635
Nelson Capital Management
California
$2.5M +$68.8K +280 +3%
MGIA
636
Moneta Group Investment Advisors
Missouri
$2.5M +$153K +623 +7%
PCIA
637
Prime Capital Investment Advisors
Kansas
$2.5M -$31K -126 -1%
FHB
638
First Hawaiian Bank
Hawaii
$2.5M -$129K -523 -5%
WMA
639
West Michigan Advisors
Michigan
$2.49M +$12.5K +51 +0.5%
IWA
640
IBEX Wealth Advisors
New Jersey
$2.48M +$2.76M +11,235 New
SIA
641
Schechter Investment Advisors
Michigan
$2.46M -$122K -497 -5%
NPP
642
New Potomac Partners
Maryland
$2.46M -$32.5K -132 -1%
MWM
643
Mission Wealth Management
California
$2.45M -$153K -623 -6%
BCM
644
Buckhead Capital Management
Georgia
$2.43M -$342K -1,390 -13%
NB
645
NBT Bank
New York
$2.43M -$1.48K -6 -0.1%
SI
646
Stephens Inc
Arkansas
$2.42M +$161K +654 +8%
WIS
647
Wright Investors Service
Connecticut
$2.42M -$17K -69 -0.7%
OAM
648
Ostrum Asset Management
France
$2.42M -$2.42M -9,829 -51%
AT
649
American Trust
Kentucky
$2.41M -$6M -24,423 -72%
NP
650
Nilsine Partners
Colorado
$2.39M +$802K +3,261 +55%

CB Hedge Fund Activity: Q1 2024 in Review

1,697 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2024, worth a combined $93.3B — up 13% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CB positions and 70 closed out — a net gain of 119 holders — while 592 added to existing stakes and 650 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.43B. The largest seller was Wellington Management Group, cutting an estimated $1.49B.

  • 1,697 institutional investors held Chubb (CB) as of Q1 2024, up from 1,599 in Q4 2023.
  • Funds reported $93.3B of Chubb stock for Q1 2024, up 13% quarter-over-quarter.
  • 189 funds opened new Chubb positions in Q1 2024 and 70 closed out, a net change of +119 holders.
  • The largest Chubb buyer in Q1 2024 was Berkshire Hathaway, an estimated $1.43B added.
  • The largest Chubb seller in Q1 2024 was Wellington Management Group, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2024.