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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
Cohen & Steers
1251
Cohen & Steers
New York
$193K +$35.1K +167 +20%
HIA
1252
Harbor Investment Advisory
Maryland
$189K
HI
1253
Harbour Investments
Wisconsin
$187K -$9.67K -46 -5%
ME
1254
McIlrath & Eck
Washington
$186K -$6.3K -30 -3%
Loomis, Sayles & Company
1255
Loomis, Sayles & Company
Massachusetts
$181K +$1.89K +9 +1%
CFO
1256
CVA Family Office
Colorado
$181K +$7.57K +36 +4%
AP
1257
Arlington Partners
Alabama
$179K +$151K +720 +358%
EWM
1258
Endurance Wealth Management
Rhode Island
$178K
GBT
1259
Grove Bank & Trust
Florida
$178K +$4.83K +23 +3%
TWA
1260
TCI Wealth Advisors
Arizona
$171K +$18.1K +86 +11%
PPC
1261
Park Place Capital
Alabama
$169K +$7.78K +37 +4%
UAML
1262
US Asset Management LLC
Pennsylvania
$164K -$1.47K -7 -0.8%
ONST
1263
Old North State Trust
North Carolina
$161K
GWSG
1264
GPS Wealth Strategies Group
Colorado
$159K +$172K +820 New
SSG
1265
Summit Securities Group
New York
$158K +$82.4K +392 +93%
CT
1266
Caldwell Trust
Florida
$156K +$60.3K +287 +56%
DMBA
1267
Deseret Mutual Benefit Administrators
Utah
$155K
PP
1268
Pacifica Partners
Canada
$153K +$39.9K +190 +32%
SOW
1269
State of Wyoming
Wyoming
$153K +$94.4K +449 +133%
SSB
1270
Sandy Spring Bank
Maryland
$151K +$12.4K +59 +8%
SFG
1271
Steward Financial Group
Texas
$145K +$6.93K +33 +5%
CBT
1272
CoreFirst Bank & Trust
Kansas
$143K -$841 -4 -0.5%
FMP
1273
Financial Management Professionals
Texas
$141K +$64.7K +308 +73%
HWA
1274
Heritage Wealth Advisors
Virginia
$140K +$14.3K +68 +10%
JFGIW
1275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K -$6.3K -30 -4%

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.