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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
WFMPM
201
Woodley Farra Manion Portfolio Management
Indiana
$24.9M -$26.5M -126,209 -50%
DDPIC
202
Deroy & Devereaux Private Investment Counsel
Michigan
$24.7M +$8.2K +39 +0%
CW
203
Connectus Wealth
Ohio
$24.6M +$24.2M +114,974 +978%
Caisse de Depot et Placement du Quebec (CDPQ)
204
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.4M +$12.2M +58,029 +86%
Verition Fund Management
205
Verition Fund Management
Connecticut
$24.4M +$26.5M +125,883 New
BAM
206
Berkshire Asset Management
Pennsylvania
$24.4M -$196K -932 -0.7%
Lazard Asset Management
207
Lazard Asset Management
New York
$24.4M -$1.6M -7,604 -6%
Two Sigma Investments
208
Two Sigma Investments
New York
$24.1M +$3.89M +18,505 +18%
IIM
209
INTECH Investment Management
Florida
$24M -$2.23M -10,616 -8%
TAM
210
Tocqueville Asset Management
New York
$23.8M +$385K +1,830 +2%
TAF
211
Tredje AP-fonden
Sweden
$23.7M +$3.91M +18,601 +18%
CCM
212
Cinctive Capital Management
New York
$23.4M +$25.3M +120,402 New
MNG
213
Manning & Napier Group
New York
$23.3M -$363K -1,726 -1%
M&T Bank
214
M&T Bank
New York
$23.3M +$236K +1,124 +0.9%
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$22.5M +$24.4M +115,928 New
RMA
216
Roffman Miller Associates
Pennsylvania
$22.4M +$225K +1,069 +0.9%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$22.4M -$22.1M -105,314 -48%
Osaic Holdings
218
Osaic Holdings
Arizona
$22.3M -$1.11M -5,273 -4%
SOMRS
219
State of Michigan Retirement System
Michigan
$22.1M +$252K +1,200 +1%
ASRS
220
Arizona State Retirement System
Arizona
$22M -$98.6K -469 -0.4%
CGIM
221
Capital Group Investment Management
Singapore
$21.8M -$11.2M -53,494 -32%
Aviva
222
Aviva
United Kingdom
$21.7M -$63.9K -304 -0.3%
KFC
223
Klingenstein Fields & Co
New York
$21.7M +$80.1K +381 +0.3%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$21.6M -$281K -1,338 -1%
AB
225
Amalgamated Bank
New York
$21.6M +$329K +1,565 +1%

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.