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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
TA
1501
TFB Advisors
Kansas
-$364K -1,650 Closed
GTCM
1502
Gyon Technologies Capital Management
New Jersey
-$351K -1,592 Closed
TFA
1503
Teamwork Financial Advisors
Texas
-$323K -1,463 Closed
Dodge & Cox
1504
Dodge & Cox
California
-$310K -1,407 Closed
CMI
1505
Clare Market Investments
Texas
-$309K -1,402 Closed
DS
1506
DRW Securities
Illinois
-$282K -1,277 Closed
OFS
1507
OneAscent Financial Services
Alabama
-$278K -1,255 Closed
MCC
1508
Money Concepts Capital
Florida
-$276K -1,249 Closed
PAM
1509
Premier Asset Management
Illinois
-$274K -1,242 Closed
NAG
1510
Northstar Advisory Group
New Jersey
-$272K -1,232 Closed
CHP
1511
Cable Hill Partners
Oregon
-$266K -1,203 Closed
AIM
1512
AMI Investment Management
Indiana
-$265K -1,202 Closed
GIM
1513
Goelzer Investment Management
Indiana
-$253K -1,145 Closed
HI
1514
Harrington Investments
California
-$252K -1,144 Closed
ST
1515
Sabal Trust
Florida
-$248K -1,124 Closed
RIA
1516
Regal Investment Advisors
Michigan
-$246K -1,115 Closed
EWM
1517
Endowment Wealth Management
Wisconsin
-$244K -1,108 Closed
DI
1518
Diligent Investors
California
-$244K -1,106 Closed
SAM
1519
Sompo Asset Management
Japan
-$240K -1,090 Closed
JCIA
1520
Jackson Creek Investment Advisors
Colorado
-$235K -1,066 Closed
AIA
1521
Alera Investment Advisors
Illinois
-$233K -1,058 Closed
SFA
1522
Souders Financial Advisors
Ohio
-$230K -1,043 Closed
BOPW
1523
Brandywine Oak Private Wealth
Pennsylvania
-$229K -1,038 Closed
OPOWM
1524
One Plus One Wealth Management
Florida
-$229K -1,036 Closed
SM
1525
Salzhauer Michael
-$227K -1,028 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.