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1,321 hedge funds and large institutions have $72.6B invested in Chubb in 2021 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 459 increasing their positions, 434 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 75

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

10% more capital invested

Capital invested by funds: $65.9B → $72.6B (+$6.7B)

10% more funds holding

Funds holding: 1,2051,321 (+116)

6% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 434

0.87% more ownership

Funds ownership: 86.88%87.75% (+0.87%)

13% less call options, than puts

Call options by funds: $167M | Put options by funds: $192M

Holders
1,321
Holders Change
+116
Holders Change %
+9.63%
% of All Funds
20.33%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.34%
New
213
Increased
459
Reduced
434
Closed
75
Calls
$167M
Puts
$192M
Net Calls
-$25.7M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ERIC
251
Eagle Rock Investment Company
Georgia
$14.3M +$13.9M +73,859 New
Lazard Asset Management
252
Lazard Asset Management
New York
$14.2M -$2.41M -12,850 -15%
Public Sector Pension Investment Board (PSP Investments)
253
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.9M -$400K -2,130 -3%
BIC
254
Beach Investment Counsel
Pennsylvania
$13.8M -$4.49M -23,897 -25%
Mariner
255
Mariner
Kansas
$13.1M -$110K -584 -0.9%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$13.1M -$1.23M -6,538 -9%
MG
257
Mather Group
Illinois
$13M -$23.5K -125 -0.2%
IAA
258
Independent Advisor Alliance
North Carolina
$12.7M +$67.1K +357 +0.5%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$12.7M +$798K +4,246 +7%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$12.7M +$673K +3,583 +6%
CIA
261
CCM Investment Advisers
South Carolina
$12.6M +$2.01M +10,674 +20%
TAF
262
Tredje AP-fonden
Sweden
$12.5M +$2.12M +11,269 +21%
APG Asset Management
263
APG Asset Management
Netherlands
$12.4M -$3.06M -16,309 -18%
V
264
Veritable
Delaware
$12.3M -$238K -1,265 -2%
TTWM
265
TCV Trust & Wealth Management
Virginia
$12.3M +$68.6K +365 +0.6%
WIC
266
Wilkins Investment Counsel
Massachusetts
$12.1M -$137K -730 -1%
BFS
267
Bradley Foster & Sargent
Connecticut
$11.8M -$63.9K -340 -0.6%
TPSF
268
Texas Permanent School Fund
Texas
$11.5M -$1.57M -8,366 -12%
First Manhattan
269
First Manhattan
New York
$11.4M +$232K +1,236 +2%
GG
270
Gofen & Glossberg
Illinois
$11.3M -$11.3K -60 -0.1%
Cerity Partners
271
Cerity Partners
New York
$11.1M +$812K +4,321 +8%
DWM
272
Doyle Wealth Management
Florida
$11M -$174K -928 -2%
MOACM
273
Mutual of America Capital Management
New York
$11M -$130K -693 -1%
HF
274
HRT Financial
New York
$11M -$13.3M -70,968 -56%
IMRF
275
Illinois Municipal Retirement Fund
Illinois
$10.9M +$1.72M +9,164 +19%

CB Hedge Fund Activity: Q4 2021 in Review

1,321 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2021, worth a combined $72.6B — up 10% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new CB positions and 75 closed out — a net gain of 138 holders — while 459 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $343M.

  • 1,321 institutional investors held Chubb (CB) as of Q4 2021, up from 1,205 in Q3 2021.
  • Funds reported $72.6B of Chubb stock for Q4 2021, up 10% quarter-over-quarter.
  • 213 funds opened new Chubb positions in Q4 2021 and 75 closed out, a net change of +138 holders.
  • The largest Chubb buyer in Q4 2021 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Chubb seller in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2021.