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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
CT
376
Coastline Trust
Rhode Island
$4.46M -$409K -2,536 -8%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$4.41M -$16.1K -100 -0.4%
UR
378
USCA RIA
Texas
$4.39M +$2.97M +18,423 +197%
SCA
379
Stokes Capital Advisors
South Carolina
$4.35M +$78.1K +485 +2%
CGH
380
Crossmark Global Holdings
Texas
$4.34M -$371K -2,302 -8%
WC
381
Woodstock Corp
Massachusetts
$4.34M -$5.64K -35 -0.1%
SG Americas Securities
382
SG Americas Securities
New York
$4.33M +$2.59M +16,044 +141%
CWM
383
Calamos Wealth Management
Illinois
$4.33M -$2.35M -14,596 -35%
MC
384
Middleton & Co
Massachusetts
$4.32M +$6.12K +38 +0.1%
SFI
385
Siemens Fonds Invest
Germany
$4.31M -$396K -2,458 -8%
UTC
386
Unified Trust Company
Kentucky
$4.26M -$5.32K -33 -0.1%
Man Group
387
Man Group
United Kingdom
$4.26M -$6.05M -37,526 -58%
Daiwa Securities Group
388
Daiwa Securities Group
Japan
$4.21M +$609K +3,778 +17%
HCMT
389
Highland Capital Management (Tennessee)
Tennessee
$4.19M -$358K -2,223 -8%
AFM
390
Andesa Financial Management
Pennsylvania
$4.18M +$2.18M +13,522 +105%
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$4.17M -$286K -1,777 -6%
BWM
392
BerganKDV Wealth Management
Minnesota
$4.06M +$139K +864 +3%
MFP
393
Michael F. Price
$4.03M
PRC
394
Pearl River Capital
Michigan
$3.97M +$4.05M +25,123 New
PP
395
Palladium Partners
Virginia
$3.95M -$27.6K -171 -0.7%
DAC
396
Dividend Assets Capital
South Carolina
$3.95M -$905K -5,617 -18%
AAIM
397
American Assets Investment Management
California
$3.95M
NB
398
Northwest Bancshares
Pennsylvania
$3.95M -$103K -637 -2%
TCOV
399
Trust Company of Vermont
Vermont
$3.94M -$383K -2,375 -9%
SBL
400
Sargent Bickham Lagudis
Colorado
$3.9M -$110K -685 -3%

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.