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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
HJIM
926
Henry James International Management
New York
$557K +$2.1K +10 +0.3%
FIM
927
Freedom Investment Management
Connecticut
$556K -$1.17M -5,581 -66%
WPW
928
Waldron Private Wealth
Pennsylvania
$550K +$57.4K +273 +11%
FCAG
929
First Capital Advisors Group
New Jersey
$548K -$87.4K -416 -13%
FAB
930
First American Bank
Illinois
$547K
BAM
931
Belpointe Asset Management
Nevada
$544K -$199K -945 -25%
CWP
932
Cyndeo Wealth Partners
Florida
$544K +$5.67K +27 +1%
WP
933
WMS Partners
Maryland
$544K -$46.4K -221 -7%
MBT
934
Montecito Bank & Trust
California
$540K -$225K -1,073 -28%
MIM
935
Merrion Investment Management
New Jersey
$538K
ARG
936
Advisory Resource Group
Oklahoma
$533K +$66.2K +315 +13%
BFM
937
Boston Financial Management
Massachusetts
$532K +$87.8K +418 +18%
WPC
938
Wedmont Private Capital
Pennsylvania
$523K -$51.7K -246 -8%
C
939
Certuity
Florida
$522K +$22.9K +109 +4%
PWPS
940
Pinnacle Wealth Planning Services
Ohio
$519K +$1.05K +5 +0.2%
OIA
941
Optimum Investment Advisors
Illinois
$519K -$31.5K -150 -5%
FWA
942
FSM Wealth Advisors
Ohio
$519K +$77.5K +369 +16%
HH
943
Hilltop Holdings
Texas
$519K -$1.05K -5 -0.2%
FMWA
944
Forvis Mazars Wealth Advisors
Missouri
$518K +$23.7K +113 +4%
CSB
945
City State Bank
Iowa
$518K
CSI
946
Cross Staff Investments
New York
$514K
IAIM
947
International Assets Investment Management
Florida
$512K +$6.3K +30 +1%
1W
948
1776 Wealth
Georgia
$511K +$12.2K +58 +2%
SWM
949
SeaCrest Wealth Management
New York
$511K +$9.88K +47 +2%
CPC
950
Cookson Peirce & Co
Pennsylvania
$511K -$14.7M -69,749 -96%

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.