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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
SFG
1026
Summit Financial Group
West Virginia
$386K
SIA
1027
Strategic Investment Advisors
Michigan
$386K -$1.5M -7,130 -78%
PP
1028
PDS Planning
Ohio
$381K +$145K +688 +54%
EBWM
1029
Eagle Bluffs Wealth Management
Missouri
$378K +$4.62K +22 +1%
CIM
1030
Contravisory Investment Management
Massachusetts
$371K +$9.46K +45 +2%
SAG
1031
SageView Advisory Group
California
$367K +$397K +1,890 New
EA
1032
Eudaimonia Advisors
Tennessee
$367K -$56.3K -268 -12%
BEI
1033
Benjamin Edwards Inc
Missouri
$365K +$129K +615 +49%
FAFN
1034
First Affirmative Financial Network
Colorado
$364K +$39.9K +190 +11%
GC
1035
Grimes & Company
Massachusetts
$360K -$4.83K -23 -1%
BBA
1036
BLB&B Advisors
Pennsylvania
$359K -$8.62K -41 -2%
BFG
1037
Barber Financial Group
Kansas
$358K -$420 -2 -0.1%
LFA
1038
Legacy Financial Advisors
Kentucky
$358K -$34.7K -165 -8%
CWA
1039
Clearview Wealth Advisors
Oregon
$355K -$146K -693 -27%
SCM
1040
Stonebridge Capital Management
California
$355K
SA
1041
Sicart Associates
New York
$355K
GW
1042
GW & Wade
Massachusetts
$353K -$33.4K -159 -8%
PWMG
1043
Prestige Wealth Management Group
New Jersey
$351K +$15.8K +75 +4%
GL
1044
Graypoint LLC
New York
$349K +$7.36K +35 +2%
FCBT
1045
First Citizens Bank & Trust
North Carolina
$349K +$2.1K +10 +0.6%
FNB
1046
Farmers National Bank
Kentucky
$349K -$2.52K -12 -0.7%
SPA
1047
Shore Point Advisors
New Jersey
$348K +$377K +1,794 New
LC
1048
Lavaca Capital
Texas
$347K +$373K +1,774 New
WOC
1049
West Oak Capital
California
$347K
MSAM
1050
Moloney Securities Asset Management
Missouri
$347K +$130K +620 +53%

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.