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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
PK
1226
Pflug Koory
Nebraska
$210K +$215K +1,022 +1,675%
HSA
1227
HBK Sorce Advisory
Pennsylvania
$210K -$236K -1,123 -51%
DFG
1228
Delta Financial Group
New Jersey
$210K +$210 +1 +0.1%
TAM
1229
Titleist Asset Management
Texas
$209K +$226K +1,077 New
ESCM
1230
Echo Street Capital Management
New York
$209K -$28.6K -136 -11%
HC
1231
Hamilton Capital
Ohio
$208K -$28.2K -134 -11%
ATWA
1232
Arbor Trust Wealth Advisors
Michigan
$208K
FWP
1233
Firethorn Wealth Partners
Georgia
$207K +$12.8K +61 +6%
AC
1234
Abbrea Capital
California
$206K
FA
1235
Financial Advisors
Massachusetts
$204K
RIA
1236
Realta Investment Advisors
Delaware
$204K -$38.9K -185 -15%
MA
1237
MCF Advisors
Kentucky
$203K +$1.89K +9 +0.9%
ACI
1238
Alpha Cubed Investments
California
$203K +$5.46K +26 +3%
SC
1239
Scotia Capital
Ontario, Canada
$202K -$243K -1,155 -53%
SW
1240
StrongBox Wealth
Missouri
$202K +$219K +1,040 New
V
1241
VeraBank
Texas
$202K
EM
1242
Excalibur Management
Massachusetts
$201K
FMTCOCP
1243
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$201K
CF
1244
Copperwynd Financial
Arizona
$201K +$18.1K +86 +9%
PP
1245
Patron Partners
Texas
$201K +$22.9K +109 +12%
LCM
1246
Linker Capital Management
Kentucky
$200K
AF
1247
Advisornet Financial
Minnesota
$199K -$6.93K -33 -3%
DSC
1248
Duncker Streett & Co
Missouri
$196K -$5.04K -24 -2%
TFP
1249
Tilia Fiduciary Partners
North Carolina
$194K +$7.78K +37 +4%
OC
1250
Oakworth Capital
Alabama
$194K

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.