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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
CFAM
1526
Center For Asset Management
Florida
-$226K -1,024 Closed
NG
1527
Northstar Group
New York
-$225K -1,022 Closed
MFG
1528
Magnus Financial Group
New York
-$225K -1,020 Closed
MAM
1529
McLean Asset Management
Virginia
-$222K -1,007 Closed
FFA
1530
First Foundation Advisors
California
-$222K -1,005 Closed
DRD
1531
Dennis R. Delaney
-$221K -1,000 Closed
RC
1532
RBF Capital
California
-$221K -1,000 Closed
JSW
1533
Journey Strategic Wealth
New Jersey
-$218K -990 Closed
MCCA
1534
Mill Creek Capital Advisors
Pennsylvania
-$217K -985 Closed
WA
1535
Waverly Advisors
Alabama
-$215K -973 Closed
BFA
1536
Bragg Financial Advisors
North Carolina
-$214K -972 Closed
ACM
1537
AUA Capital Management
Pennsylvania
-$214K -968 Closed
LG
1538
LaFleur & Godfrey
Michigan
-$214K -968 Closed
HCM
1539
Howard Capital Management
Georgia
-$213K -961 Closed
XF
1540
XML Financial
Maryland
-$212K -960 Closed
PFM
1541
Patton Fund Management
Texas
-$211K -958 Closed
TIA
1542
Trust Investment Advisors
Indiana
-$211K -958 Closed
BIA
1543
Barry Investment Advisors
Massachusetts
-$211K -955 Closed
SG
1544
Somerset Group
Minnesota
-$210K -954 Closed
Parallax Volatility Advisers
1545
Parallax Volatility Advisers
California
-$200K -951 Closed
LAM
1546
L2 Asset Management
Massachusetts
-$209K -948 Closed
CSIC
1547
Clifford Swan Investment Counsel
California
-$209K -947 Closed
KCPG
1548
Kavar Capital Partners Group
Kansas
-$208K -941 Closed
WF
1549
WoodTrust Financial
Wisconsin
-$203K -918 Closed
WSTAM
1550
Wilbanks Smith & Thomas Asset Management
Virginia
-$202K -917 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.