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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
CB
1126
Cadence Bank
Mississippi
$274K -$104K -496 -26%
TA
1127
Tectonic Advisors
Texas
$274K
SPP
1128
Single Point Partners
Massachusetts
$272K +$21.9K +104 +8%
MLL
1129
Moody Lynn & Lieberson
Massachusetts
$272K +$1.89K +9 +0.6%
FFN
1130
Focus Financial Network
Minnesota
$271K -$1.89K -9 -0.6%
Aristotle Capital Management
1131
Aristotle Capital Management
California
$269K -$766K -3,646 -72%
HCP
1132
Holt Capital Partners
Texas
$269K +$27.3K +130 +10%
AIM
1133
Anchor Investment Management
South Carolina
$267K +$20.2K +96 +8%
RWM
1134
Revisor Wealth Management
Ohio
$266K +$288K +1,372 New
RCA
1135
Resonant Capital Advisors
Wisconsin
$266K +$4.41K +21 +2%
RMC
1136
Resources Management Corp
Connecticut
$266K -$396K -1,883 -30%
AWA
1137
Arete Wealth Advisors
Illinois
$265K +$10.5K +50 +4%
TC
1138
Trust Company
Kansas
$263K
NC
1139
NinePointTwo Capital
California
$259K +$281K +1,337 New
GPA
1140
Guerra Pan Advisors
New Jersey
$257K
SMA
1141
Sage Mountain Advisors
Georgia
$257K +$278K +1,324 New
MA
1142
Mutual Advisors
Nebraska
$257K +$24K +114 +9%
HHGA
1143
Halbert Hargrove Global Advisors
California
$256K +$18.3K +87 +7%
Empower Advisory Group
1144
Empower Advisory Group
Colorado
$256K +$273K +1,301 New
FTA
1145
Financial & Tax Architects
Missouri
$255K +$3.57K +17 +1%
HFG
1146
Heron Financial Group
New York
$254K -$4.2K -20 -2%
LWP
1147
Lumature Wealth Partners
Georgia
$253K -$5.67K -27 -2%
AWA
1148
Arkadios Wealth Advisors
Georgia
$253K +$274K +1,304 New
SAM
1149
Strategy Asset Managers
California
$253K -$18.7K -89 -6%
APWM
1150
Argonautica Private Wealth Management
Massachusetts
$253K -$51.5K -245 -16%

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.