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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
WCA
1476
Waratah Capital Advisors
Ontario, Canada
-$2.99M -13,575 Closed
AAM
1477
Arabesque Asset Management
United Kingdom
-$2.63M -11,928 Closed
ZDA
1478
Zweig-DiMenna Associates
New York
-$2.21M -10,000 Closed
LHC
1479
Little House Capital
Massachusetts
-$2.03M -9,216 Closed
HF
1480
HRT Financial
New York
-$1.98M -8,974 Closed
PRC
1481
Pearl River Capital
Michigan
-$1.72M -7,809 Closed
REMPR
1482
Roof Eidam Maycock Peralta (REMP)
California
-$1.41M -6,402 Closed
FEG
1483
Financial Enhancement Group
Indiana
-$1.19M -5,504 Closed
RA
1484
Rational Advisors
New York
-$1.18M -5,368 Closed
WI
1485
Wintrust Investments
Illinois
-$1.18M -5,343 Closed
SFSG
1486
Sound Financial Strategies Group
Mississippi
-$1.09M -4,919 Closed
CIC
1487
Cornercap Investment Counsel
Georgia
-$908K -4,118 Closed
CA
1488
Cullinan Associates
Kentucky
-$826K -3,745 Closed
TC
1489
Toews Corporation
New Jersey
-$794K -3,600 Closed
CCA
1490
Cravens & Co Advisors
Tennessee
-$609K -2,761 Closed
FCM
1491
FJ Capital Management
Virginia
-$574K -2,600 Closed
ONGA
1492
O'Neil Global Advisors
California
-$552K -2,500 Closed
HIM
1493
Hillsdale Investment Management
Ontario, Canada
-$545K -2,470 Closed
WIS
1494
Wright Investors Service
Connecticut
-$508K -2,303 Closed
OF
1495
Outfitter Financial
Maine
-$507K -2,300 Closed
TSS
1496
Two Sigma Securities
New York
-$474K -2,257 Closed
CCA
1497
Childress Capital Advisors
Texas
-$469K -2,126 Closed
NW
1498
NewEdge Wealth
Pennsylvania
-$469K -2,125 Closed
JSL
1499
JT Stratford LLC
Georgia
-$442K -2,004 Closed
WI
1500
WBI Investments
New Jersey
-$383K -1,737 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.