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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
HBCM
1101
Heron Bay Capital Management
Michigan
$300K
DWM
1102
Dakota Wealth Management
Florida
$298K +$4.62K +22 +1%
BAAM
1103
Baker Avenue Asset Management
California
$296K -$13.9K -66 -4%
MCM
1104
Manchester Capital Management
Vermont
$296K -$2.1K -10 -0.7%
IW
1105
Imprint Wealth
South Carolina
$295K +$315K +1,499 New
BWM
1106
Baron Wealth Management
Michigan
$295K +$9.25K +44 +3%
EI
1107
Ellevest Inc
New York
$294K -$26.7K -127 -8%
EWM
1108
Evermay Wealth Management
Virginia
$294K +$177K +840 +125%
GFL
1109
Granite FO LLC
New Hampshire
$293K +$306K +1,456 New
SAM
1110
Steinberg Asset Management
New York
$291K
SVWAG
1111
Sound View Wealth Advisors Group
Georgia
$291K -$48.8K -232 -13%
APP
1112
Avantax Planning Partners
Iowa
$290K
MHS
1113
M Holdings Securities
Oregon
$287K -$136K -647 -30%
VV
1114
Verity & Verity
South Carolina
$286K -$9.67K -46 -3%
ATPW
1115
Ashton Thomas Private Wealth
Arizona
$286K +$310K +1,473 New
CL
1116
Choreo LLC
Illinois
$285K +$82.4K +392 +36%
TIA
1117
Traphagen Investment Advisors
New Jersey
$285K +$5.04K +24 +2%
TC
1118
TwinBeech Capital
New York
$284K +$307K +1,463 New
ACM
1119
Advisors Capital Management
New Jersey
$284K +$8.41K +40 +3%
FANJ
1120
Financial Architects (New Jersey)
New Jersey
$282K -$13K -62 -4%
MWP
1121
Meredith Wealth Planning
Illinois
$279K -$18.9K -90 -6%
SA
1122
Strategic Advisors
New York
$279K +$23.1K +110 +8%
WE
1123
Wealth Effects
Massachusetts
$277K
PCWA
1124
Pacific Capital Wealth Advisors
California
$275K
MIC
1125
Means Investment Company
Maine
$274K +$210 +1 +0.1%

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.