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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
DWM
276
Doyle Wealth Management
Florida
$9.25M -$158K -979 -2%
MOACM
277
Mutual of America Capital Management
New York
$9.2M +$222K +1,378 +2%
RJT
278
Raymond James Trust
Florida
$9.19M -$438K -2,720 -4%
CC
279
Cipher Capital
New York
$8.99M +$9.17M +56,891 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$8.97M +$488K +3,028 +6%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.89M -$14.8K -92 -0.2%
First Manhattan
282
First Manhattan
New York
$8.88M -$4.46M -27,668 -33%
WT
283
Washington Trust
Rhode Island
$8.82M +$377K +2,338 +4%
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$8.78M -$462K -2,869 -5%
EGM
285
Engineers Gate Manager
New York
$8.74M +$8.39M +52,070 +1,592%
ACM
286
AlphaCrest Capital Management
New York
$8.73M +$7.72M +47,926 +653%
ECM
287
Estabrook Capital Management
New York
$8.73M -$114K -708 -1%
ISL
288
Ingalls & Snyder LLC
New York
$8.61M -$325K -2,016 -4%
SFI
289
Susquehanna Fundamental Investments
Pennsylvania
$8.33M -$12.1M -75,362 -59%
AAF
290
Andra AP-fonden
Sweden
$8.32M -$870K -5,400 -9%
TRCT
291
Tower Research Capital (TRC)
New York
$8.18M +$6.54M +40,563 +363%
Caisse de Depot et Placement du Quebec (CDPQ)
292
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.13M -$344K -2,136 -4%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$8.13M
CIA
294
CCM Investment Advisers
South Carolina
$8.04M +$117K +727 +1%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$7.96M +$1.04M +6,457 +15%
CNB
296
Camden National Bank
Maine
$7.96M -$194K -1,205 -2%
CNC
297
Camden National Corporation
Maine
$7.96M +$8.11M +50,361 New
UCFA
298
United Capital Financial Advisors
Texas
$7.83M -$548K -3,400 -6%
HIMCH
299
Hartford Investment Management Co (HIMCO)
Connecticut
$7.78M -$378K -2,346 -5%
CCM
300
Covington Capital Management
California
$7.76M -$320K -1,984 -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.