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1,475 hedge funds and large institutions have $75.2B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 565 increasing their positions, 556 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $69.3B → $75.2B (+$5.9B)

1.02% more ownership

Funds ownership: 86.8%87.82% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 556

0% less funds holding

Funds holding: 1,4771,475 (-2)

10% less call options, than puts

Call options by funds: $223M | Put options by funds: $247M

Holders
1,475
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
23.41%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
133
Increased
565
Reduced
556
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
951
Boyar Asset Management
New York
$560K +$28.5K +141 +6%
AFM
952
Abbot Financial Management
Massachusetts
$559K -$80.9K -400 -13%
CSB
953
City State Bank
Iowa
$558K
PCP
954
Proficio Capital Partners
Massachusetts
$558K +$26.3K +130 +5%
PRC
955
Pearl River Capital
Michigan
$557K -$1.81M -8,954 -77%
HH
956
Hilltop Holdings
Texas
$555K -$8.49K -42 -2%
HJIM
957
Henry James International Management
New York
$555K -$40.6K -201 -7%
IBOK
958
Independence Bank of Kentucky
Kentucky
$555K +$47.1K +233 +10%
CI
959
CX Institutional
Indiana
$552K +$16.6K +82 +3%
CSI
960
Cross Staff Investments
New York
$551K
HPC
961
HM Payson & Co
Maine
$551K -$28.3K -140 -5%
EHC
962
Everett Harris & Co
California
$544K
SWM
963
Spire Wealth Management
Virginia
$541K -$82.1K -406 -14%
HI
964
Horizon Investments
North Carolina
$538K +$2.22K +11 +0.4%
RPC
965
Rossmore Private Capital
Connecticut
$533K
SWM
966
SeaCrest Wealth Management
New York
$532K -$3.84K -19 -0.7%
ECG
967
Edge Capital Group
Georgia
$526K -$1.21K -6 -0.2%
IAIM
968
International Assets Investment Management
Florida
$525K +$606 +3 +0.1%
MC
969
Machina Capital
France
$521K -$171K -847 -25%
WP
970
WealthSource Partners
California
$521K -$28.3K -140 -5%
CFFP
971
Center for Financial Planning
Michigan
$520K +$14.4K +71 +3%
FNBT
972
FineMark National Bank & Trust
Florida
$519K -$28.5K -141 -5%
Capstone Investment Advisors
973
Capstone Investment Advisors
New York
$515K -$1.16M -5,732 -70%
VC
974
Vicus Capital
Pennsylvania
$515K +$132K +653 +36%
AF
975
Apexium Financial
Texas
$514K -$2.63K -13 -0.5%

CB Hedge Fund Activity: Q3 2023 in Review

1,475 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2023, worth a combined $75.2B — up 8.5% from $69.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new CB positions and 116 closed out — a net gain of 17 holders — while 565 added to existing stakes and 556 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.65B. The largest seller was Capital International Investors, cutting an estimated $409M.

  • 1,475 institutional investors held Chubb (CB) as of Q3 2023, down from 1,477 in Q2 2023.
  • Funds reported $75.2B of Chubb stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 133 funds opened new Chubb positions in Q3 2023 and 116 closed out, a net change of +17 holders.
  • The largest Chubb buyer in Q3 2023 was Berkshire Hathaway, an estimated $1.65B added.
  • The largest Chubb seller in Q3 2023 was Capital International Investors, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2023.