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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
HCA
801
Harbour Capital Advisors
Virginia
$880K -$2.1K -10 -0.2%
LA
802
Lakeside Advisors
Washington
$879K
GVAG
803
Great Valley Advisor Group
Delaware
$873K +$945K +4,496 New
OWP
804
Obermeyer Wealth Partners
Colorado
$869K -$5.25K -25 -0.6%
MCM
805
Mainstay Capital Management
Michigan
$867K -$62K -295 -6%
LOAMS
806
Lombard Odier Asset Management (Switzerland)
Switzerland
$866K +$86.6K +412 +10%
SCM
807
Silvant Capital Management
Georgia
$862K
BIM
808
Baldwin Investment Management
Pennsylvania
$862K -$10.1K -48 -1%
SFA
809
Sequoia Financial Advisors
Ohio
$856K -$58.4K -278 -6%
AG
810
Ascent Group
Virginia
$846K -$4.83K -23 -0.5%
BBHC
811
Brown Brothers Harriman & Co
New York
$845K +$17.7K +84 +2%
JCM
812
Jacobi Capital Management
Pennsylvania
$838K -$123K -583 -12%
RWB
813
RMR Wealth Builders
New Jersey
$833K +$210 +1 +0%
CFA
814
CWS Financial Advisors
Michigan
$831K -$98.4K -468 -10%
ACL
815
Applied Capital LLC
Florida
$830K -$27.7K -132 -3%
CPR
816
CSU Producer Resources
Ohio
$818K
Fisher Asset Management
817
Fisher Asset Management
Washington
$817K +$28.4K +135 +3%
RWM
818
Ritholtz Wealth Management
New York
$816K -$22.5K -107 -2%
EFS
819
Essex Financial Services
Connecticut
$805K +$1.68K +8 +0.2%
CWM
820
Compass Wealth Management
Connecticut
$802K
BOH
821
Bank of Hawaii
Hawaii
$801K +$57.6K +274 +7%
SYBT
822
Stock Yards Bank & Trust
Kentucky
$800K -$63.7K -303 -7%
MSCM
823
McElhenny Sheffield Capital Management
Texas
$793K -$43.9K -209 -5%
WCA
824
Westover Capital Advisors
Delaware
$793K -$1.47K -7 -0.2%
Capstone Investment Advisors
825
Capstone Investment Advisors
New York
$792K +$857K +4,077 New

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.