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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
MMM
1176
Mendel Money Management
Illinois
$238K +$1.05K +5 +0.4%
QWM
1177
Quaker Wealth Management
New Jersey
$238K +$210 +1 +0.1%
PEA
1178
Park Edge Advisors
Ohio
$238K
OCM
1179
One Capital Management
California
$237K +$257K +1,223 New
GA
1180
Geller Advisors
New York
$237K -$84.9K -404 -25%
EW
1181
Evoke Wealth
California
$237K -$1.05M -5,000 -12%
T
1182
TRUADVICE
Florida
$237K +$247K +1,174 New
VHAM
1183
Van Hulzen Asset Management
California
$235K +$8.62K +41 +4%
BTWM
1184
Baker Tilly Wealth Management
Wisconsin
$233K +$10.5K +50 +4%
NME
1185
Notis-McConarty Edward
$233K
SSW
1186
Smith Shellnut Wilson
Mississippi
$233K
MWM
1187
Modera Wealth Management
New Jersey
$233K
KTC
1188
Kistler-Tiffany Companies
Pennsylvania
$232K
KIC
1189
Kensington Investment Counsel
California
$231K
WCM
1190
Weik Capital Management
Pennsylvania
$231K +$250K +1,190 New
TAM
1191
Trillium Asset Management
Massachusetts
$230K
BJL
1192
Brighton Jones LLC
Washington
$229K +$6.93K +33 +3%
IWM
1193
IHT Wealth Management
Illinois
$229K +$35.3K +168 +17%
PWP
1194
Phillips Wealth Planners
Mississippi
$229K +$238K +1,131 New
CAM
1195
Carret Asset Management
New York
$228K -$116K -550 -32%
PL
1196
Parthenon LLC
Kentucky
$228K
KP
1197
Keel Point
Alabama
$228K -$14.3K -68 -5%
RG
1198
Renaissance Group
Kentucky
$226K -$17.9K -85 -7%
CCG
1199
Cypress Capital Group
Florida
$226K
DCM
1200
Donaldson Capital Management
Indiana
$226K +$244K +1,162 New

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.