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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
PCH
51
Polar Capital Holdings
United Kingdom
$186M -$29.9M -142,216 -13%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$183M -$15.8M -75,024 -7%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$182M +$52.2M +248,222 +36%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$181M +$6.55M +31,186 +3%
Jennison Associates
55
Jennison Associates
New York
$180M -$14.3M -68,144 -7%
Barclays
56
Barclays
United Kingdom
$176M -$36.5M -173,645 -16%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$168M -$9.93M -47,240 -5%
ProShare Advisors
58
ProShare Advisors
Maryland
$162M -$9.85M -46,892 -5%
CS
59
Credit Suisse
Switzerland
$161M +$4.85M +23,065 +3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$160M -$24.1M -114,656 -12%
Stifel Financial
61
Stifel Financial
Missouri
$157M +$16.3M +77,496 +11%
MWP
62
MYCIO Wealth Partners
Pennsylvania
$157M +$407K +1,938 +0.2%
US Bancorp
63
US Bancorp
Minnesota
$149M -$9.27M -44,109 -5%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$145M -$742K -3,531 -0.5%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$144M +$5.01M +23,822 +3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$138M -$213K -1,013 -0.1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$137M -$2.07M -9,833 -1%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M -$10.7M -50,757 -7%
CIM
69
Confluence Investment Management
Missouri
$134M -$1.66M -7,876 -1%
Lord, Abbett & Co
70
Lord, Abbett & Co
New Jersey
$128M +$31.7M +150,700 +30%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$123M +$13.3M +63,482 +11%
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$121M +$3.31M +15,774 +3%
CB
73
Cooke & Bieler
Pennsylvania
$121M +$13.3M +63,489 +11%
RG
74
Rathbones Group
United Kingdom
$120M +$66.7M +317,523 +105%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$119M -$13.7M -65,399 -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.