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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
CWM
976
Cornerstone Wealth Management
Missouri
$464K +$502K +2,388 New
JIP
977
Jaffetilchin Investment Partners
Florida
$462K -$68.9K -328 -12%
AF
978
Apexium Financial
Texas
$459K -$4.41K -21 -0.9%
SIG
979
Sky Investment Group
Connecticut
$458K -$4.41K -21 -0.9%
CFGS
980
Concourse Financial Group Securities
Alabama
$455K +$237K +1,127 +93%
GA
981
Goldstein Advisors
Wisconsin
$455K +$11.8K +56 +2%
CWA
982
Canvas Wealth Advisors
Kansas
$455K +$17.7K +84 +4%
CFFP
983
Center for Financial Planning
Michigan
$451K -$11.3K -54 -2%
BCM
984
Bayesian Capital Management
New York
$447K -$231K -1,100 -32%
EGA
985
E&G Advisors
Texas
$444K +$126K +600 +36%
SC
986
Savant Capital
Illinois
$443K -$116K -552 -19%
PCA
987
Peddock Capital Advisors
Massachusetts
$441K
CWM
988
Congress Wealth Management
Massachusetts
$439K -$3.57K -17 -0.7%
LC
989
Lindbrook Capital
California
$435K +$50K +238 +12%
SWM
990
Spire Wealth Management
Virginia
$434K +$101K +481 +27%
MWM
991
Meridian Wealth Management
Kentucky
$434K -$11.6K -55 -2%
VI
992
Versor Investments
New York
$432K +$468K +2,225 New
CG
993
Colony Group
Massachusetts
$432K -$330K -1,570 -41%
HPC
994
HM Payson & Co
Maine
$428K
PCM
995
Penserra Capital Management
California
$428K -$2.98M -14,165 -87%
9WM
996
9258 Wealth Management
Ohio
$427K +$64.3K +306 +16%
DI
997
DAGCO Inc
Ohio
$426K
EFMC
998
Empire Financial Management Company
New York
$426K +$461K +2,192 New
FHA
999
Flagship Harbor Advisors
Massachusetts
$426K +$18.3K +87 +4%
LW
1000
Linscomb Wealth
Texas
$424K +$2.73K +13 +0.6%

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.