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1,203 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 447 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $146M | Put options by funds: $108M

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 1,1651,203 (+38)

7% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 419

3% more capital invested

Capital invested by funds: $61B → $62.5B (+$1.54B)

0.38% more ownership

Funds ownership: 87.64%88.03% (+0.38%)

Holders
1,203
Holders Change
+38
Holders Change %
+3.26%
% of All Funds
21.12%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
447
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
BP
United Kingdom
$13.3M -$1.95M -12,079 -13%
MWNA
252
Marshall Wace North America
New York
$13.3M -$6.44M -39,965 -32%
RFA
253
Reilly Financial Advisors
California
$13M +$28.5K +177 +0.2%
Baird Financial Group
254
Baird Financial Group
Wisconsin
$13M +$7.7M +47,763 +139%
NI
255
Nepsis Inc
Minnesota
$12.8M +$995K +6,177 +8%
MCM
256
Moore Capital Management
New York
$12.5M -$20.4M -126,808 -62%
SCCM
257
Schafer Cullen Capital Management
New York
$12.3M -$158M -979,628 -93%
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M -$1.16M -7,175 -9%
TPSF
259
Texas Permanent School Fund
Texas
$11.9M -$709K -4,403 -6%
CA
260
Callahan Advisors
Texas
$11.8M -$139K -864 -1%
BCIM
261
British Columbia Investment Management
British Columbia, Canada
$11.7M -$377K -2,340 -3%
HighTower Advisors
262
HighTower Advisors
Illinois
$11.5M -$94.3K -585 -0.8%
BCM
263
Becker Capital Management
Oregon
$11.3M +$1.46M +9,083 +14%
RPA
264
Rock Point Advisors
Vermont
$11.3M +$25.5K +158 +0.2%
JCM
265
Jag Capital Management
Missouri
$11.3M +$203K +1,258 +2%
CGM
266
Capital Growth Management
Massachusetts
$11.1M +$11.3M +70,000 New
IAA
267
Independent Advisor Alliance
North Carolina
$10.9M +$1.36M +8,424 +14%
Mariner
268
Mariner
Kansas
$10.2M -$952K -5,911 -8%
BFS
269
Bradley Foster & Sargent
Connecticut
$10.1M -$1.14M -7,070 -10%
Osaic Holdings
270
Osaic Holdings
Arizona
$10.1M +$328K +2,035 +3%
WIC
271
Wilkins Investment Counsel
Massachusetts
$10.1M -$155K -964 -1%
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$10M -$1.64M -10,153 -14%
TTWM
273
TCV Trust & Wealth Management
Virginia
$10M -$29.8K -185 -0.3%
MG
274
Mather Group
Illinois
$9.93M +$755K +4,684 +8%
GG
275
Gofen & Glossberg
Illinois
$9.28M +$38.3K +238 +0.4%

CB Hedge Fund Activity: Q1 2021 in Review

1,203 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2021, worth a combined $62.5B — up 2.5% from $61B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CB positions and 84 closed out — a net gain of 54 holders — while 447 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,203 institutional investors held Chubb (CB) as of Q1 2021, up from 1,165 in Q4 2020.
  • Funds reported $62.5B of Chubb stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 138 funds opened new Chubb positions in Q1 2021 and 84 closed out, a net change of +54 holders.
  • The largest Chubb buyer in Q1 2021 was Fidelity Investments, an estimated $446M added.
  • The largest Chubb seller in Q1 2021 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2021.