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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
CHA
1276
Carmichael Hill & Associates
Maryland
$134K
GWS
1277
Glassman Wealth Services
Virginia
$130K -$39.7K -189 -22%
JSAM
1278
J. Safra Asset Management
New York
$128K
Jones Financial Companies
1279
Jones Financial Companies
Missouri
$124K -$8.62K -41 -6%
JWM
1280
Janiczek Wealth Management
Colorado
$123K -$210 -1 -0.2%
DAM
1281
Delta Asset Management
Tennessee
$123K
CCA
1282
Column Capital Advisors
Indiana
$113K -$19.5K -93 -14%
ANBT
1283
American National Bank & Trust
Texas
$113K
CWC
1284
Carolinas Wealth Consulting
North Carolina
$111K +$3.15K +15 +3%
LCM
1285
Logan Capital Management
Pennsylvania
$109K
AA
1286
Ancora Advisors
Ohio
$108K -$1.05K -5 -0.9%
CT
1287
Clearstead Trust
Maine
$107K -$126K -599 -52%
SC
1288
Sawyer & Company
Massachusetts
$107K +$13.9K +66 +14%
SIC
1289
Salem Investment Counselors
North Carolina
$105K +$14.3K +68 +14%
TAM
1290
Tucker Asset Management
Colorado
$102K +$91.2K +434 +482%
WBC
1291
West Branch Capital
Massachusetts
$100K +$420 +2 +0.4%
SCA
1292
Stonebridge Capital Advisors
Minnesota
$99.2K
NF
1293
Norwood Financial
Pennsylvania
$97.1K
FCB
1294
First Command Bank
Texas
$94.2K -$8.41K -40 -8%
FCFS
1295
First Command Financial Services
Texas
$94.2K -$8.41K -40 -8%
PB
1296
Pinnacle Bancorp
Nebraska
$93.8K
MFG
1297
Mendota Financial Group
Wisconsin
$93.3K +$78K +371 +571%
DCBT
1298
Dakota Community Bank & Trust
North Dakota
$92.2K -$4.2K -20 -4%
TWM
1299
Tradition Wealth Management
Minnesota
$92K +$16.2K +77 +19%
BLC
1300
Brown, Lisle/Cummings
Rhode Island
$91.3K +$15.8K +75 +19%

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.