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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
ZIG
1551
Zullo Investment Group
Pennsylvania
-$201K -913 Closed
FBC
1552
Fairfield, Bush & Co
Connecticut
-$201K -912 Closed
GAM
1553
Gould Asset Management
California
-$201K -911 Closed
MC
1554
Maverick Capital
Texas
-$201K -911 Closed
SAM
1555
Silvercrest Asset Management
New York
-$201K -911 Closed
AC
1556
Avestar Capital
New York
-$201K -909 Closed
CT
1557
Columbia Trust
Oregon
-$200K -907 Closed
HFM
1558
Harvest Fund Management
China
-$152K -691 Closed
OWA
1559
One Wealth Advisors
California
-$137K -619 Closed
HNWAG
1560
High Net Worth Advisory Group
Florida
-$74.1K -336 Closed
PFC
1561
Phocas Financial Corp
California
-$61.8K -280 Closed
MFG
1562
MidWestOne Financial Group
Iowa
-$2.25M -264 Closed
MPCL
1563
My Personal CFO LLC
Washington
-$49.4K -224 Closed
FPFS
1564
First Personal Financial Services
North Carolina
-$46.8K -212 Closed
FA
1565
Fiduciary Alliance
South Carolina
-$43.5K -197 Closed
DWP
1566
Destiny Wealth Partners
Florida
-$29.1K -132 Closed
MUMSS
1567
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$22K -100 Closed
AIM
1568
Arcadia Investment Management
Michigan
-$12.8K -58 Closed
SC
1569
Sierra Capital
Florida
-$10K -44 Closed
CG
1570
Cutler Group
California
-$9.04K -43 Closed
MS
1571
Madden Securities
Texas
-$7.72K -35 Closed
BA
1572
Bellwether Advisors
Nebraska
-$6.18K -28 Closed
RWM
1573
Ruedi Wealth Management
Illinois
-$6.18K -28 Closed
EE
1574
EWG Elevate
California
-$3.09K -14 Closed
LSA
1575
Lansing Street Advisors
Pennsylvania
-$2.65K -12 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.