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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.6B +$204M +970,589 +3%
BlackRock
2
BlackRock
New York
$5.69B +$133M +631,057 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.6B +$885M +4,210,564 +17%
State Street
4
State Street
Massachusetts
$3.61B -$161M -767,732 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.48B -$378M -1,800,567 -9%
Capital International Investors
6
Capital International Investors
California
$2.77B -$1.09B -5,204,825 -27%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.74B +$531M +2,528,499 +22%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.18B -$95.8M -455,938 -4%
Capital World Investors
9
Capital World Investors
California
$1.99B +$1.96M +9,331 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.52B +$12.7M +60,630 +0.8%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.33B -$36M -171,218 -2%
Wells Fargo
12
Wells Fargo
California
$1.14B +$13M +61,828 +1%
Bank of America
13
Bank of America
North Carolina
$997M +$14.3M +68,219 +1%
Ameriprise
14
Ameriprise
Minnesota
$983M +$176M +837,385 +20%
N
15
Nuveen
North Carolina
$961M -$13.6M -64,586 -1%
Northern Trust
16
Northern Trust
Illinois
$856M -$5.11M -24,333 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$826M -$219M -1,043,076 -20%
Morgan Stanley
18
Morgan Stanley
New York
$798M +$14.7M +69,777 +2%
Norges Bank
19
Norges Bank
Norway
$686M +$152M +724,276 +26%
Viking Global Investors
20
Viking Global Investors
Connecticut
$673M -$23.8M -113,388 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$652M +$92.7M +441,154 +15%
Legal & General Group
22
Legal & General Group
United Kingdom
$566M -$21.9M -104,245 -3%
OTPPB
23
Ontario Teachers' Pension Plan Board
Ontario, Canada
$548M +$43.2M +205,380 +8%
Boston Partners
24
Boston Partners
Massachusetts
$541M +$24.8M +118,220 +4%
RJA
25
Raymond James & Associates
Florida
$534M +$19M +90,383 +3%

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.