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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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$118M -$6.7M -31,904 -5%
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$115M +$56.7M +269,757 +83%
American Century Companies
78
American Century Companies
Missouri
$115M -$510K -2,426 -0.4%
Barrow, Hanley, Mewhinney & Strauss
79
Barrow, Hanley, Mewhinney & Strauss
Texas
$111M -$29.3M -139,527 -20%
AllianceBernstein
80
AllianceBernstein
Tennessee
$99.8M -$1.04M -4,967 -1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$96.9M +$26.9M +127,918 +34%
Renaissance Technologies
82
Renaissance Technologies
New York
$95.4M -$16.1M -76,800 -14%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$94.3M -$13.7M -65,159 -12%
AQR Capital Management
84
AQR Capital Management
Connecticut
$93.8M -$4.11M -19,540 -4%
GT
85
Glenmede Trust
Pennsylvania
$93.8M -$2.1K -10 -0%
BTW
86
Boston Trust Walden
Massachusetts
$91.5M +$195K +929 +0.2%
HA
87
Homestead Advisers
Virginia
$90.4M -$2.39M -11,366 -2%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$89.8M -$2.11M -10,050 -2%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$88M -$8.12M -38,647 -8%
First Trust Advisors
90
First Trust Advisors
Illinois
$87.9M +$66.7M +317,356 +235%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$87.6M -$978K -4,656 -1%
DAM
92
Davis Asset Management
California
$87.4M
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$87.2M -$357K -1,700 -0.4%
NI
94
Nuance Investments
Missouri
$86.8M +$9.61M +45,726 +11%
EWM
95
Evercore Wealth Management
New York
$86.2M -$167K -796 -0.2%
CCMG
96
Clark Capital Management Group
Pennsylvania
$86M -$1.81M -8,614 -2%
CGPCS
97
Capital Group Private Client Services
California
$84.4M -$4.43M -21,063 -5%
WF
98
Welch & Forbes
Massachusetts
$80.2M +$924K +4,395 +1%
RFC
99
Regions Financial Corp
Alabama
$78.6M -$1.8M -8,569 -2%
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$76.9M +$1.71M +8,144 +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.