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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
PAI
301
Pittenger & Anderson Inc
Nebraska
$8.91M +$758K +4,034 +10%
FT
302
Fiduciary Trust
Massachusetts
$8.74M +$281K +1,497 +3%
AAP
303
Aristotle Atlantic Partners
Florida
$8.58M +$1.66M +8,841 +25%
PI
304
PGGM Investments
Netherlands
$8.56M +$141K +752 +2%
NAM
305
NorthCrest Asset Manangement
Minnesota
$8.54M +$8.3M +44,206 New
William Blair & Company
306
William Blair & Company
Illinois
$8.54M +$1.19M +6,324 +17%
DC
307
Davenport & Co
Virginia
$8.54M +$2.72M +14,456 +49%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$8.46M +$511K +2,722 +7%
VCM
309
Vigilant Capital Management
Maine
$8.22M -$2.09M -11,118 -21%
PE
310
Point72 Europe
United Kingdom
$8.22M +$733K +3,900 +10%
KAS
311
Kestra Advisory Services
Texas
$8.21M +$1.85M +9,848 +30%
TCM
312
Tufton Capital Management
Maryland
$8.18M -$82.5K -439 -1%
RJT
313
Raymond James Trust
Florida
$8.05M +$6.76K +36 +0.1%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$8.02M -$2.25K -12 -0%
WHG
315
Westwood Holdings Group
Texas
$7.98M +$82.7K +440 +1%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$7.95M +$183K +975 +2%
DT
317
Diversified Trust
Tennessee
$7.93M +$124K +661 +2%
BCI
318
Brinker Capital Investments
Pennsylvania
$7.88M -$1.73M -9,187 -18%
SHGA
319
Sand Hill Global Advisors
California
$7.82M -$22.4K -119 -0.3%
RPA
320
Rock Point Advisors
Vermont
$7.77M +$6.39K +34 +0.1%
AAIM
321
Asset Advisors Investment Management
Georgia
$7.74M -$453K -2,410 -6%
CGH
322
Crossmark Global Holdings
Texas
$7.56M +$1.97M +10,472 +37%
RP
323
Rowlandmiller & Partners
Georgia
$7.51M -$754K -4,016 -9%
HA
324
Hamel Associates
New Jersey
$7.42M -$1.88K -10 -0%
KeyBank National Association
325
KeyBank National Association
Ohio
$7.41M -$37.4K -199 -0.5%

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.