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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
TAIM
1376
TD Ameritrade Investment Management
Nebraska
$22K -$4.83K -23 -17%
AWM
1377
Atticus Wealth Management
Florida
$21.9K
SWM
1378
Sugarloaf Wealth Management
Georgia
$21.2K
BAM
1379
Byrne Asset Management
New Jersey
$21K
TIM
1380
Tortoise Investment Management
New York
$21K -$61.4K -292 -73%
MIM
1381
Meridiem Investment Management
United Kingdom
$21K
FCA
1382
FinTrust Capital Advisors
South Carolina
$21K
CCP
1383
Carmel Capital Partners
California
$19.4K +$21K +100 New
MIA
1384
Milestone Investment Advisors
Wisconsin
$19.4K +$21K +100 New
RFG
1385
RFP Financial Group
Georgia
$19.2K
LWANC
1386
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.2K +$210 +1 +1%
VCM
1387
Versant Capital Management
Arizona
$18.8K +$6.93K +33 +52%
PFA
1388
Pathway Financial Advisers
Indiana
$18.8K +$210 +1 +1%
FP
1389
Financial Perspectives
Minnesota
$18.3K
MWM
1390
Mascoma Wealth Management
New Hampshire
$17.8K
NIC
1391
Northwest Investment Counselors
Oregon
$17.7K
DWA
1392
Delos Wealth Advisors
Texas
$17.3K
CAL
1393
Capital Analysts LLC
Pennsylvania
$17K -$2.52K -12 -12%
AIP
1394
Ahrens Investment Partners
Louisiana
$15.7K +$17K +81 New
BCM
1395
Blume Capital Management
California
$14.6K -$15.8K -75 -50%
Commonwealth Equity Services
1396
Commonwealth Equity Services
Massachusetts
$12.8K +$1.24M +5,895 +10%
CCM
1397
Copeland Capital Management
Pennsylvania
$12K -$4.62K -22 -26%
PMAM
1398
Picton Mahoney Asset Management
Ontario, Canada
$12K +$12.6K +60 New
WP
1399
WealthPLAN Partners
Nebraska
$11.5K +$12.4K +59 New
QL
1400
Quarry LP
New York
$11.1K +$12K +57 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.