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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
IP
301
Interval Partners
New York
$7.75M +$841K +5,222 +12%
DA
302
Duality Advisers
Florida
$7.67M +$7.83M +48,580 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$7.67M +$5.84M +36,252 +295%
PIM
304
Perpetual Investment Management
Australia
$7.59M -$12.6K -78 -0.2%
MYIA
305
Mount Yale Investment Advisors
Colorado
$7.43M +$5.82M +36,099 +329%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$7.43M -$770K -4,776 -9%
BFIM
307
Beese Fulmer Investment Management
Ohio
$7.42M -$33.5K -208 -0.4%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$7.41M +$499K +3,098 +7%
TC
309
TwinBeech Capital
New York
$7.35M +$7.5M +46,529 New
NEI
310
Northwest & Ethical Investments
Ontario, Canada
$7.34M -$1.45M -8,974 -16%
NW
311
NewEdge Wealth
Pennsylvania
$7.3M +$5.34M +33,147 +253%
KCM
312
Kanawha Capital Management
Virginia
$7.3M +$74.8K +464 +1%
BCI
313
Brinker Capital Investments
Pennsylvania
$7.28M +$7.09M +44,031 +2,178%
TI
314
Trexquant Investment
Connecticut
$7.1M +$6.97M +43,246 +2,579%
FT
315
Fiduciary Trust
Massachusetts
$7.09M -$187K -1,159 -3%
ECA
316
Endeavour Capital Advisors
Connecticut
$7.01M -$3.95M -24,489 -36%
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$6.99M +$7.13M +44,252 New
SPIA
318
Steward Partners Investment Advisory
New York
$6.94M +$505K +3,133 +8%
GFG
319
Greystone Financial Group
Michigan
$6.85M +$6.58M +40,848 New
Public Sector Pension Investment Board (PSP Investments)
320
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.82M +$1.24M +7,722 +22%
NAM
321
Nissay Asset Management
Japan
$6.82M -$178K -1,107 -3%
William Blair & Company
322
William Blair & Company
Illinois
$6.81M -$439K -2,724 -6%
BF
323
BOK Financial
Oklahoma
$6.72M -$1.82M -11,290 -21%
KAS
324
Kestra Advisory Services
Texas
$6.72M +$3.53M +21,911 +106%
PI
325
PineBridge Investments
New York
$6.71M +$6.85M +42,496 New

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.