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1,475 hedge funds and large institutions have $75.2B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 565 increasing their positions, 556 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $69.3B → $75.2B (+$5.9B)

1.02% more ownership

Funds ownership: 86.8%87.82% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 556

0% less funds holding

Funds holding: 1,4771,475 (-2)

10% less call options, than puts

Call options by funds: $223M | Put options by funds: $247M

Holders
1,475
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
23.41%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
133
Increased
565
Reduced
556
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
1526
Virtus ETF Advisers
New York
-$731K -3,794 Closed
RDWM
1527
Red Door Wealth Management
Tennessee
-$711K -3,691 Closed
IFU
1528
iSAM Funds (UK)
United Kingdom
-$591K -3,068 Closed
DFCM
1529
Dark Forest Capital Management
Puerto Rico
-$584K -3,033 Closed
BFM
1530
Boothbay Fund Management
New York
-$546K -2,836 Closed
EAM
1531
Empirical Asset Management
Massachusetts
-$545K -2,831 Closed
HFM
1532
Hartford Funds Management
Pennsylvania
-$544K -2,826 Closed
SIA
1533
SkyView Investment Advisors
New Jersey
-$528K -2,742 Closed
MM
1534
MQS Management
New York
-$527K -2,738 Closed
1W
1535
1776 Wealth
Georgia
-$509K -2,645 Closed
ESCM
1536
Echo Street Capital Management
New York
-$508K -2,636 Closed
QT
1537
Quantamental Technologies
New York
-$438K -2,275 Closed
DI
1538
DAGCO Inc
Ohio
-$423K -2,195 Closed
BAM
1539
Blueshift Asset Management
New Jersey
-$420K -2,182 Closed
CWA
1540
Canvas Wealth Advisors
Kansas
-$437K -2,177 Closed
SAG
1541
SageView Advisory Group
California
-$377K -1,957 Closed
CIM
1542
Contravisory Investment Management
Massachusetts
-$367K -1,904 Closed
CCIA
1543
Campbell & Co Investment Adviser
Maryland
-$364K -1,891 Closed
BHPW
1544
Beverly Hills Private Wealth
California
-$341K -1,697 Closed
TFCP
1545
Twin Focus Capital Partners
Massachusetts
-$322K -1,673 Closed
DRD
1546
Dennis R. Delaney
-$304K -1,581 Closed
BWM
1547
Buckley Wealth Management
Nevada
-$299K -1,554 Closed
APP
1548
Avantax Planning Partners
Iowa
-$288K -1,495 Closed
PP
1549
Patten & Patten
Tennessee
-$279K -1,449 Closed
AC
1550
Arjuna Capital
North Carolina
-$279K -1,447 Closed

CB Hedge Fund Activity: Q3 2023 in Review

1,475 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2023, worth a combined $75.2B — up 8.5% from $69.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new CB positions and 116 closed out — a net gain of 17 holders — while 565 added to existing stakes and 556 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.65B. The largest seller was Capital International Investors, cutting an estimated $409M.

  • 1,475 institutional investors held Chubb (CB) as of Q3 2023, down from 1,477 in Q2 2023.
  • Funds reported $75.2B of Chubb stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 133 funds opened new Chubb positions in Q3 2023 and 116 closed out, a net change of +17 holders.
  • The largest Chubb buyer in Q3 2023 was Berkshire Hathaway, an estimated $1.65B added.
  • The largest Chubb seller in Q3 2023 was Capital International Investors, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2023.