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1,697 hedge funds and large institutions have $93.3B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 592 increasing their positions, 650 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

39% more funds holding in top 10

Funds holding in top 10: 3650 (+14)

30% more call options, than puts

Call options by funds: $480M | Put options by funds: $369M

13% more capital invested

Capital invested by funds: $82.5B → $93.3B (+$10.8B)

6% more funds holding

Funds holding: 1,5991,697 (+98)

0.59% less ownership

Funds ownership: 89.47%88.88% (-0.59%)

9% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 650

Holders
1,697
Holders Change
+98
Holders Change %
+6.13%
% of All Funds
24.44%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
189
Increased
592
Reduced
650
Closed
70
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
151
TD Asset Management
Ontario, Canada
$51.5M +$9.83M +39,972 +25%
Squarepoint
152
Squarepoint
New York
$51.4M +$27.8M +113,096 +133%
SEI Investments
153
SEI Investments
Pennsylvania
$50.8M -$5.82M -23,688 -11%
CI
154
Cambiar Investors
Colorado
$50.5M -$852K -3,467 -2%
FCI
155
Financial Counselors Inc
Kansas
$50.5M +$202K +822 +0.4%
Asset Management One
156
Asset Management One
Japan
$49.9M +$888K +3,613 +2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$49.7M -$4.11M -16,701 -8%
DZ Bank
158
DZ Bank
Germany
$48.8M -$14.6M -59,458 -24%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$48.7M -$13.7M -55,549 -23%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$48.4M -$5.12M -20,836 -10%
SIC
161
Schwartz Investment Counsel
Michigan
$48M
Baird Financial Group
162
Baird Financial Group
Wisconsin
$47.6M +$62K +252 +0.1%
GLA
163
Great Lakes Advisors
Illinois
$46.9M -$7.92M -32,228 -15%
HighTower Advisors
164
HighTower Advisors
Illinois
$45.8M +$2.48M +10,071 +6%
SSA
165
Schonfeld Strategic Advisors
New York
$45.6M +$24.8M +100,934 +134%
APG Asset Management
166
APG Asset Management
Netherlands
$44.8M +$1.72M +7,000 +4%
ZIC
167
ZWJ Investment Counsel
Georgia
$44.7M -$336K -1,368 -0.8%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$44M +$1.8M +7,330 +5%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$44M -$2.58M -10,513 -6%
PCS
170
Personal CFO Solutions
New Jersey
$43.9M -$157K -638 -0.4%
MSV
171
MN Services Vermogensbeheer
Netherlands
$42.7M -$7.75M -31,500 -16%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$42.1M +$1.74M +7,069 +5%
SPS
173
Susquehanna Portfolio Strategies
Pennsylvania
$41M
GD
174
Grandfield & Dodd
New York
$40.8M +$136K +555 +0.4%
CF
175
Canoe Financial
Alberta, Canada
$40.5M -$540K -2,196 -1%

CB Hedge Fund Activity: Q1 2024 in Review

1,697 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2024, worth a combined $93.3B — up 13% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CB positions and 70 closed out — a net gain of 119 holders — while 592 added to existing stakes and 650 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.43B. The largest seller was Wellington Management Group, cutting an estimated $1.49B.

  • 1,697 institutional investors held Chubb (CB) as of Q1 2024, up from 1,599 in Q4 2023.
  • Funds reported $93.3B of Chubb stock for Q1 2024, up 13% quarter-over-quarter.
  • 189 funds opened new Chubb positions in Q1 2024 and 70 closed out, a net change of +119 holders.
  • The largest Chubb buyer in Q1 2024 was Berkshire Hathaway, an estimated $1.43B added.
  • The largest Chubb seller in Q1 2024 was Wellington Management Group, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2024.