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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
BFPW
1426
BOK Financial Private Wealth
Colorado
$6.02K +$6.51K +31 New
HS
1427
Horan Securities
United States
$5.83K -$5.67K -27 -47%
BCMLT
1428
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.83K -$1.05K -5 -14%
Kayne Anderson Rudnick Investment Management
1429
Kayne Anderson Rudnick Investment Management
California
$5.83K
GEA
1430
Glen Eagle Advisors
New Jersey
$5.44K -$3.57K -17 -38%
KFS
1431
Kelly Financial Services
Massachusetts
$5.44K
RTL
1432
Red Tortoise LLC
Georgia
$5.44K
SN
1433
Sittner & Nelson
Oregon
$5.44K
WIM
1434
Westside Investment Management
California
$5.44K
CB
1435
Centennial Bank
Arkansas
$5.24K
CAL
1436
Capital Advisors Ltd
Ohio
$5K -$12.4K -59 -70%
IFAM
1437
Institutional & Family Asset Management
Colorado
$4.86K
BWS
1438
Buck Wealth Strategies
Colorado
$4.5K +$4.83K +23 New
UFF
1439
USA Financial Formulas
Michigan
$4.08K +$4.41K +21 New
TFGT
1440
TS Financial Group (TSFG)
Illinois
$4K
DI
1441
Disciplined Investments
Oklahoma
$3.88K -$1.05K -5 -20%
BAM
1442
Bellevue Asset Management
Washington
$3.88K +$1.05K +5 +33%
FWM
1443
Focused Wealth Management
New York
$3.62K
TFA
1444
Toth Financial Advisory
Virginia
$3.5K
TCA
1445
Trifecta Capital Advisors
Illinois
$3.3K
NSIM
1446
North Star Investment Management
Illinois
$3.3K
PCA
1447
Providence Capital Advisors
North Carolina
$3.3K
NMG
1448
New Millennium Group
Utah
$3.18K
MCM
1449
Magnolia Capital Management
New York
$3K
OIS
1450
Okabena Investment Services
Minnesota
$2.82K -$344K -1,638 -97%

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.