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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
PVI
651
Pine Valley Investments
New Jersey
$1.57M +$1.64M +7,816 New
Vontobel Holding
652
Vontobel Holding
Switzerland
$1.54M -$247K -1,176 -13%
RCAG
653
Rehmann Capital Advisory Group
Michigan
$1.51M +$20.2K +96 +1%
SB
654
Simmons Bank
Arkansas
$1.51M -$35.5K -169 -2%
LSPW
655
Lake Street Private Wealth
Illinois
$1.5M +$750K +3,568 +85%
OHWP
656
Oak Harbor Wealth Partners
North Carolina
$1.5M +$197K +939 +14%
EIP
657
Epoch Investment Partners
New York
$1.5M +$280K +1,330 +21%
JWCA
658
J.W. Coons Advisors
Ohio
$1.5M
BHPW
659
Beverly Hills Private Wealth
California
$1.49M +$261K +1,243 +19%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$1.49M +$120K +570 +8%
WMA
661
West Michigan Advisors
Michigan
$1.49M +$51.9K +247 +3%
WTC
662
WhitTier Trust Company
Nevada
$1.47M -$9.67K -46 -0.6%
BC
663
Bowman & Company
Wisconsin
$1.46M +$184K +877 +13%
PTP
664
Platform Technology Partners
New York
$1.46M +$13K +62 +0.8%
FHB
665
First Hawaiian Bank
Hawaii
$1.46M -$1.34M -6,353 -46%
TCOO
666
Trust Company of Oklahoma
Oklahoma
$1.46M -$6.72K -32 -0.4%
AW
667
Alaethes Wealth
Nevada
$1.46M +$90.2K +429 +6%
MOS
668
MGO One Seven
Ohio
$1.45M +$630 +3 +0%
CWM
669
Catalyst Wealth Management
Georgia
$1.45M +$113K +538 +8%
RW
670
REDW Wealth
New Mexico
$1.45M +$12.8K +61 +0.8%
Carson Wealth (CWM LLC)
671
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$132K +629 +9%
MCM
672
Monarch Capital Management
Indiana
$1.44M
DWP
673
Daymark Wealth Partners
Ohio
$1.44M +$432K +2,054 +38%
CAM
674
Cresset Asset Management
Illinois
$1.44M -$245K -1,168 -14%
SCA
675
Snowden Capital Advisors
New York
$1.44M +$169K +804 +12%

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.