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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
LCWP
901
Legacy Capital Wealth Partners
Arkansas
$599K +$648K +3,082 New
PWP
902
Principle Wealth Partners
Connecticut
$596K
AC
903
Arjuna Capital
North Carolina
$595K +$195K +930 +44%
MPI
904
Mairs & Power Inc
Minnesota
$589K +$149K +710 +31%
SAM
905
Seelaus Asset Management
New Jersey
$589K +$623K +2,965 New
WJWM
906
Williams Jones Wealth Management
New York
$589K +$31.5K +150 +5%
XSC
907
X-Square Capital
Puerto Rico
$586K -$42K -200 -6%
CCG
908
Ceeto Capital Group
Florida
$585K
BBA
909
Baader Bank Aktiengesellschaft
Germany
$584K -$156K -740 -20%
TPA
910
Trivium Point Advisory
Connecticut
$583K +$631K +3,004 New
BSA
911
Bull Street Advisors
Georgia
$583K +$4.2K +20 +0.7%
WFA
912
Websterrogers Financial Advisors
South Carolina
$582K
UAS
913
United Asset Strategies
New York
$575K +$16.2K +77 +3%
KI
914
Kula Investments
Illinois
$573K +$620K +2,952 New
SIM
915
Sentry Investment Management
Wisconsin
$572K +$3.36K +16 +0.5%
CT
916
Cambridge Trust
Massachusetts
$571K +$34K +162 +6%
SFO
917
Stokes Family Office
Louisiana
$569K +$2.52K +12 +0.4%
CWM
918
Connecticut Wealth Management
Connecticut
$567K +$614K +2,921 New
HL
919
HeadInvest LLC
Maine
$563K -$16.8K -80 -3%
DI
920
DFPG Investments
Utah
$562K +$74.2K +353 +14%
EWA
921
EverSource Wealth Advisors
Alabama
$561K -$50.2K -239 -8%
AIA
922
Angeles Investment Advisors
California
$560K +$65.8K +313 +12%
SCM
923
Shelton Capital Management
Colorado
$559K +$43.3K +206 +8%
KFP
924
KB Financial Partners
New Jersey
$558K -$420 -2 -0.1%
IAM
925
Innovis Asset Management
Illinois
$557K +$30.9K +147 +5%

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.