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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
CF
151
Canoe Financial
Alberta, Canada
$46.6M
Alyeska Investment Group
152
Alyeska Investment Group
Illinois
$46.5M +$45.1M +223,255 New
Voloridge Investment Management
153
Voloridge Investment Management
Florida
$45.1M -$32.6M -161,469 -43%
CS
154
Cannell & Spears
New York
$44.1M -$134K -662 -0.3%
ClearBridge Investments
155
ClearBridge Investments
New York
$43.6M +$3.51M +17,373 +9%
AIM
156
Alphinity Investment Management
Australia
$43.3M -$246M -1,216,415 -85%
CI
157
Cambiar Investors
Colorado
$42.8M -$188K -931 -0.5%
CB
158
Commerce Bank
Missouri
$42.4M +$1.08M +5,329 +3%
Calamos Advisors
159
Calamos Advisors
Illinois
$42.4M -$4.47M -22,098 -10%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$42.3M +$41.1M +203,397 New
MSV
161
MN Services Vermogensbeheer
Netherlands
$42.2M +$748K +3,700 +2%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$42.1M +$910K +4,500 +2%
IP
163
Interval Partners
New York
$41.5M +$30.4M +150,188 +306%
Osaic Holdings
164
Osaic Holdings
Arizona
$41.1M +$15.1M +74,839 +61%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$40.9M +$138K +684 +0.3%
CGPCS
166
Capital Group Private Client Services
California
$40.7M -$48.3M -239,105 -55%
FCI
167
Financial Counselors Inc
Kansas
$40.3M +$219K +1,082 +0.6%
JAM
168
Jupiter Asset Management
United Kingdom
$39.9M +$8.95M +44,285 +30%
PCM
169
Polaris Capital Management
Massachusetts
$39.8M -$16.6M -81,900 -30%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$39.3M +$37.6M +185,967 +6,450%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$39.3M +$25.1M +123,914 +191%
SIC
172
Schwartz Investment Counsel
Michigan
$39.1M -$425K -2,100 -1%
Creative Planning
173
Creative Planning
Kansas
$38.5M +$17.4M +85,937 +87%
Asset Management One
174
Asset Management One
Japan
$38.3M -$35.2K -174 -0.1%
ZIC
175
ZWJ Investment Counsel
Georgia
$36.6M +$644K +3,186 +2%

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.