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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
FMII
1326
Farmers & Merchants Investments Inc
Nebraska
$56.9K
HWA
1327
HHM Wealth Advisors
Tennessee
$55K
HWM
1328
Horizons Wealth Management
North Carolina
$54.8K
GCM
1329
Gables Capital Management
Florida
$53.4K
MLA
1330
MB, Levis & Associates
Pennsylvania
$53K
FRA
1331
Front Row Advisors
California
$53K
APW
1332
Acima Private Wealth
Virginia
$51.3K +$12.2K +58 +28%
ZB
1333
Zions Bancorporation
Utah
$49.3K -$5.04K -24 -9%
SWA
1334
SOA Wealth Advisors
New York
$49.3K
KI
1335
Kapitalo Investimentos
Brazil
$48.7K +$52.7K +251 New
IRC
1336
Investors Research Corp
Georgia
$48K
RTC
1337
Riverview Trust Company
Washington
$47K
CSPAM
1338
Cary Street Partners Asset Management
Virginia
$46.6K
OC
1339
Oakmont Corp
California
$46.6K
MHR
1340
Matthew Hamilton Rosenberg
$45.8K
AP
1341
Atwood & Palmer
Missouri
$44.7K
BWAM
1342
Boyd Watterson Asset Management
Ohio
$43.9K
BWM
1343
Baystate Wealth Management
Massachusetts
$43.7K +$6.72K +32 +17%
AI
1344
AXS Investments
New York
$43.7K +$1.89K +9 +4%
CWP
1345
Concord Wealth Partners
Virginia
$41.4K -$12.8K -61 -22%
AS
1346
Altshuler Shaham
Israel
$39.6K -$2.1K -10 -5%
BWP
1347
Baldwin Wealth Partners
Massachusetts
$37.9K +$4.2K +20 +11%
AAG
1348
Armstrong Advisory Group
Massachusetts
$37.7K
GTAM
1349
Global Trust Asset Management
Florida
$37.5K -$52.5K -250 -56%
TF
1350
Tompkins Financial
New York
$36.7K -$9.25K -44 -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.