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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
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$53.5M -$242K -1,151 -0.4%
CAM
127
Cacti Asset Management
Georgia
$53.5M
PCM
128
Polaris Capital Management
Massachusetts
$53.4M +$42K +200 +0.1%
RMDI
129
R.M. Davis Inc
Maine
$52.6M -$368K -1,750 -0.6%
KBC Group
130
KBC Group
Belgium
$52.3M +$2.68M +12,756 +5%
Connor, Clark & Lunn Investment Management (CC&L)
131
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$51.8M +$13.8M +65,498 +33%
LPL Financial
132
LPL Financial
California
$51.3M +$5M +23,772 +10%
GC
133
Gillson Capital
Illinois
$50M -$3.45M -16,433 -6%
CIP
134
Cornerstone Investment Partners
Georgia
$49.6M -$2.37M -11,255 -4%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$47.8M +$147K +701 +0.3%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$47.5M +$497K +2,363 +1%
TH
137
TCTC Holdings
Texas
$47.3M +$326K +1,550 +0.6%
SEI Investments
138
SEI Investments
Pennsylvania
$46.5M +$16.9M +80,564 +51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
139
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.4M +$19.8M +94,000 +65%
DADC
140
D.A. Davidson & Co
Montana
$46.2M -$616K -2,932 -1%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$46M -$4.7M -22,372 -9%
Swedbank
142
Swedbank
Sweden
$46M +$75.4K +359 +0.2%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$44.1M +$11.3M +53,726 +31%
Calamos Advisors
144
Calamos Advisors
Illinois
$43.8M -$3.28M -15,596 -6%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$42.3M +$873K +4,155 +2%
Prudential Financial
146
Prudential Financial
New Jersey
$42.2M -$48.4M -230,524 -51%
CI
147
Cambiar Investors
Colorado
$41.6M -$981K -4,670 -2%
PCM
148
Prana Capital Management
Connecticut
$41.4M +$43.4M +206,509 +3,053%
MSV
149
MN Services Vermogensbeheer
Netherlands
$41.3M +$1.39M +6,600 +3%
ASC
150
Atalanta Sosnoff Capital
New York
$40.8M +$23M +109,264 +108%

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.