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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
FNA
751
First National Advisers
Nebraska
$1.07M +$119K +566 +11%
PAM
752
Panagora Asset Management
Massachusetts
$1.06M -$47.8M -227,627 -98%
PWS
753
Peterson Wealth Services
Utah
$1.06M +$169K +803 +17%
Nomura Holdings
754
Nomura Holdings
Japan
$1.06M -$407K -1,938 -26%
TC
755
TownSquare Capital
Utah
$1.06M -$225K -1,072 -16%
TA
756
TFG Advisers
Michigan
$1.05M +$80.3K +382 +8%
V
757
ViaWealth
Kansas
$1.03M
VA
758
Valmark Advisers
Ohio
$1.03M -$4.62K -22 -0.4%
TI
759
Tidal Investments
Wisconsin
$1.02M -$728K -3,465 -40%
TPCW
760
TD Private Client Wealth
New York
$1.02M +$103K +488 +10%
VNA
761
Valley National Advisers
Pennsylvania
$1.01M
ACM
762
Acrisure Capital Management
Texas
$1.01M +$1.1M +5,212 New
MCM
763
Mill Capital Management
North Carolina
$1.01M +$81.3K +387 +8%
MWA
764
Meridian Wealth Advisors
Texas
$1.01M +$2.73K +13 +0.3%
SWP
765
Stratos Wealth Partners
Ohio
$1.01M -$731K -3,479 -40%
E
766
Ergoteles
New York
$1M +$1.08M +5,160 New
IC
767
Inscription Capital
Texas
$1M +$102K +485 +10%
IAIM
768
Industrial Alliance Investment Management
Quebec, Canada
$1M -$5.04M -23,962 -82%
CF
769
Centaurus Financial
California
$997K +$4.62K +22 +0.4%
CI
770
Cigna Investments
Connecticut
$981K -$20.2K -96 -2%
PA
771
Profund Advisors
Maryland
$981K +$66.6K +317 +7%
FMAEN1
772
Fund Management at Engine No 1
California
$978K +$97.9K +466 +10%
RZH
773
Relyea Zuckerberg Hanson
Connecticut
$965K +$24.4K +116 +2%
ACH
774
ArrowMark Colorado Holdings
Colorado
$965K
SWA
775
Stratos Wealth Advisors
Ohio
$963K -$19.3K -92 -2%

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.