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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
EMPI
351
Elo Mutual Pension Insurance
Finland
$6.34M +$312K +1,660 +5%
VCA
352
Verdence Capital Advisors
Maryland
$6.22M +$70.6K +376 +1%
SCA
353
Stokes Capital Advisors
South Carolina
$6.21M -$44.5K -237 -0.7%
IC
354
IEQ Capital
California
$6.03M +$116K +620 +2%
AT
355
American Trust
Kentucky
$5.95M +$5.78M +30,780 New
JG
356
Jefferies Group
New York
$5.82M +$5.65M +30,100 New
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$5.59M +$39.6K +211 +0.7%
PNC
358
Park National Corp
Ohio
$5.51M -$106K -562 -2%
CIM
359
Corbyn Investment Management
Maryland
$5.46M -$28.7K -153 -0.5%
PG
360
Pendal Group
Australia
$5.43M +$1.14M +6,091 +28%
SG Americas Securities
361
SG Americas Securities
New York
$5.41M +$1.93M +10,259 +58%
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$5.41M +$1.14M +6,052 +28%
MFS
363
Mirabella Financial Services
United Kingdom
$5.29M -$2.51M -13,355 -33%
WC
364
Woodstock Corp
Massachusetts
$5.28M +$2.44K +13 +0%
X
365
Xponance
Pennsylvania
$5.24M +$926K +4,927 +22%
CT
366
Coastline Trust
Rhode Island
$5.23M -$45.1K -240 -0.9%
BWM
367
BerganKDV Wealth Management
Minnesota
$5.23M -$123K -654 -2%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$5.22M -$56.4K -300 -1%
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$5.19M -$488K -2,600 -9%
SC
370
Sepio Capital
Utah
$5.1M +$4.95M +26,362 New
KRS
371
Kentucky Retirement Systems
Kentucky
$5.03M +$99.9K +532 +2%
CWM
372
Calamos Wealth Management
Illinois
$5.02M +$65.2K +347 +1%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$5M +$128K +680 +3%
MML Investors Services
374
MML Investors Services
Massachusetts
$4.98M +$283K +1,509 +6%
Squarepoint
375
Squarepoint
New York
$4.95M +$2.11M +11,211 +78%

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.