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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
AIC
1451
Archer Investment Corporation
Indiana
$2.52K
TWD
1452
True Wealth Design
Ohio
$2.14K +$2.31K +11 New
CQS
1453
Credential Qtrade Securities
$2.13K -$1.68K -8 -42%
CA
1454
Centerpoint Advisors
Massachusetts
$2K +$1.89K +9 New
AW
1455
Avion Wealth
Texas
$2K +$2.73K +13 New
GWSA
1456
Global Wealth Strategies & Associates
Colorado
$1.75K
IHWM
1457
Iron Horse Wealth Management
Iowa
$1.75K +$1.89K +9 New
ECM
1458
Everence Capital Management
Indiana
$1.72K
PMFA
1459
Plante Moran Financial Advisors
Michigan
$1.55K
HWP
1460
Highline Wealth Partners
California
$1.17K -$841 -4 -40%
HGERS
1461
Householder Group Estate & Retirement Specialist
Arizona
$1K
PA
1462
PSI Advisors
Florida
$971
FSWA
1463
Financial Synergies Wealth Advisors
Texas
$777
2L
1464
25 LLC
Missouri
$599 +$630 +3 New
JCM
1465
Junto Capital Management
New York
-$104M -470,084 Closed
Wolverine Trading
1466
Wolverine Trading
Illinois
-$32.3M -153,575 Closed
Alyeska Investment Group
1467
Alyeska Investment Group
Illinois
-$25.8M -117,000 Closed
IG
1468
ING Group
Netherlands
-$15.6M -70,569 Closed
SC
1469
Shellback Capital
Massachusetts
-$15.4M -70,000 Closed
VRS
1470
Virginia Retirement Systems
Virginia
-$13.7M -62,300 Closed
QIM
1471
Quest Investment Management
Oregon
-$12.8M -57,900 Closed
GCM
1472
Gunderson Capital Management
South Carolina
-$7.05M -31,956 Closed
Walleye Trading
1473
Walleye Trading
New York
-$6.15M -29,277 Closed
SWM
1474
Scissortail Wealth Management
Oklahoma
-$6.24M -29,059 Closed
RCAP
1475
Resolute Capital Asset Partners
Colorado
-$3.31M -15,000 Closed

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.