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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
BC
151
Bartlett & Co
Ohio
$40.6M +$716K +3,408 +2%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$40.5M +$716K +3,408 +2%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$40.3M +$3.1M +14,754 +8%
CS
154
Cannell & Spears
New York
$39.9M -$3.07M -14,628 -7%
DZ Bank
155
DZ Bank
Germany
$39.9M -$236M -1,125,241 -85%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$39.7M +$44.6K +212 +0.1%
NA
157
NewEdge Advisors
Louisiana
$39M +$3.64M +17,303 +9%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$38.9M +$1.68M +7,977 +4%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$38.4M +$905K +4,308 +2%
Asset Management One
160
Asset Management One
Japan
$37.7M +$544K +2,589 +1%
NC
161
Nicholas Company
Wisconsin
$37.7M -$1.5M -7,140 -4%
CB
162
Commerce Bank
Missouri
$37.6M +$8.83K +42 +0%
SIC
163
Schwartz Investment Counsel
Michigan
$37M -$3.15M -15,000 -7%
FCI
164
Financial Counselors Inc
Kansas
$36.8M -$709K -3,374 -2%
Nomura Asset Management
165
Nomura Asset Management
Japan
$36.7M +$3.19M +15,173 +9%
ClearBridge Investments
166
ClearBridge Investments
New York
$36.4M +$1.72M +8,185 +5%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$34.6M -$1.01M -4,816 -3%
PR
168
Payden & Rygel
California
$34.6M +$1.05M +5,000 +3%
MAM
169
Martingale Asset Management
Massachusetts
$34M -$305K -1,452 -0.8%
CF
170
Canoe Financial
Alberta, Canada
$33.6M +$36.4M +173,184 New
Baird Financial Group
171
Baird Financial Group
Wisconsin
$32.9M +$8.32M +39,589 +30%
Victory Capital Management
172
Victory Capital Management
Texas
$32.8M -$9.27M -44,095 -21%
JAM
173
Jupiter Asset Management
United Kingdom
$32.4M -$17.6M -83,523 -33%
ZIC
174
ZWJ Investment Counsel
Georgia
$31.8M +$1.54M +7,306 +5%
PCS
175
Personal CFO Solutions
New Jersey
$31.6M -$4.99M -23,754 -13%

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.