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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
CSC
1351
Caldwell Sutter Capital
California
$36.1K
OSNBOA
1352
Old Second National Bank of Aurora
Illinois
$35K
KFI
1353
Key Financial Inc
Pennsylvania
$34.6K
AFS
1354
Annapolis Financial Services
Maryland
$33.6K
WPA
1355
West Paces Advisors
Georgia
$33.4K +$30.3K +144 +514%
LF
1356
Lee Financial
Texas
$32.4K +$25.6K +122 +277%
BIA
1357
Bell Investment Advisors
California
$32.2K -$11.6K -55 -25%
IGWM
1358
ICA Group Wealth Management
Colorado
$31.1K +$10.1K +48 +43%
OA
1359
Operose Advisors
Wisconsin
$30.9K
LFA
1360
Legend Financial Advisors
Pennsylvania
$29.5K -$7.78K -37 -20%
BSB
1361
Bangor Savings Bank
Maine
$27.2K
C
1362
Covestor
United Kingdom
$27K -$1.89K -9 -6%
HCM
1363
Hollencrest Capital Management
California
$26.6K
GFWA
1364
Grey Fox Wealth Advisors
Delaware
$25.9K +$2.1K +10 +8%
TWP
1365
TFO Wealth Partners
Ohio
$25.4K +$27.1K +129 +6,450%
EL
1366
EMFO LLC
Florida
$24.3K
SS
1367
Sunbelt Securities
Texas
$23.8K +$25.8K +123 New
TCM
1368
Tradewinds Capital Management
Washington
$23.3K -$4.62K -22 -15%
CYG
1369
Clean Yield Group
Vermont
$23.3K
DMKJ
1370
David M. Knott Jr
$23K
POIA
1371
Pin Oak Investment Advisors
Texas
$23K
SIS
1372
Strategic Investment Solutions
Illinois
$22.7K +$24.6K +117 New
CTA
1373
Colonial Trust Advisors
South Carolina
$22.5K -$4.83K -23 -17%
AA
1374
Addison Advisors
Vermont
$22.3K -$841 -4 -3%
CWM
1375
CarsonAllaria Wealth Management
Illinois
$22.3K +$24.2K +115 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.