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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
DT
326
Diversified Trust
Tennessee
$6.66M +$115K +715 +2%
WHG
327
Westwood Holdings Group
Texas
$6.55M +$7.09K +44 +0.1%
AWMT
328
AAFMAA Wealth Management & Trust
North Carolina
$6.53M +$2.01M +12,491 +43%
KeyBank National Association
329
KeyBank National Association
Ohio
$6.53M -$377K -2,342 -5%
PAI
330
Pittenger & Anderson Inc
Nebraska
$6.52M -$6.23M -38,690 -48%
FMC
331
First Merchants Corp
Indiana
$6.48M +$541K +3,360 +9%
TCM
332
Tufton Capital Management
Maryland
$6.37M +$108K +673 +2%
PPCM
333
Pillar Pacific Capital Management
California
$6.36M +$93.5K +580 +1%
LIA
334
LS Investment Advisors
Michigan
$6.25M -$801K -4,974 -11%
RP
335
Rowlandmiller & Partners
Georgia
$6.24M -$279K -1,729 -4%
HA
336
Hamel Associates
New Jersey
$6.22M -$145K -900 -2%
FNBOO
337
First National Bank of Omaha
Nebraska
$6.18M +$69K +428 +1%
HF
338
HRT Financial
New York
$6.18M +$4.13M +25,608 +189%
SCM
339
Sandler Capital Management
New York
$6.18M +$6.3M +39,110 New
DILIC
340
Dai-ichi Life Insurance Company
Japan
$6.09M -$2.02M -12,555 -25%
GCMG
341
Gyroscope Capital Management Group
Florida
$6.05M +$6.17M +38,303 New
AAIM
342
Asset Advisors Investment Management
Georgia
$6.04M +$791K +4,910 +15%
SAM
343
Securian Asset Management
Minnesota
$6.04M -$219K -1,361 -3%
CIP
344
Chartwell Investment Partners
Pennsylvania
$5.98M +$13.7K +85 +0.2%
SHGA
345
Sand Hill Global Advisors
California
$5.95M +$661K +4,103 +12%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$5.92M +$313K +1,941 +5%
MCM
347
Mattern Capital Management
Colorado
$5.76M +$54.3K +337 +0.9%
TC
348
Telemus Capital
Michigan
$5.66M +$77.3K +480 +1%
OC
349
Oppenheimer & Co
New York
$5.64M +$34.5K +214 +0.6%
V
350
Veritable
Delaware
$5.62M -$3.39M -21,014 -37%

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.