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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
NVIM
376
New Vernon Investment Management
Illinois
$4.88M
SW
377
SVB Wealth
Massachusetts
$4.87M -$279K -1,485 -6%
AAS
378
Avantax Advisory Services
Texas
$4.84M +$756K +4,027 +19%
AAIM
379
American Assets Investment Management
California
$4.83M
BRCM
380
Bright Rock Capital Management
Massachusetts
$4.83M +$4.7M +25,000 New
IA
381
IndexIQ Advisors
New York
$4.78M -$11.1K -59 -0.2%
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$4.77M -$62K -330 -1%
NA
383
NewEdge Advisors
Louisiana
$4.77M +$2.7M +14,356 +139%
MC
384
Middleton & Co
Massachusetts
$4.76M -$8.08K -43 -0.2%
PP
385
Palladium Partners
Virginia
$4.67M -$20.5K -109 -0.5%
RC
386
RegentAtlantic Capital
New Jersey
$4.61M +$98.4K +524 +2%
TCOV
387
Trust Company of Vermont
Vermont
$4.59M -$48.1K -256 -1%
NB
388
Northwest Bancshares
Pennsylvania
$4.57M -$280K -1,489 -6%
Ninety One (UK)
389
Ninety One (UK)
United Kingdom
$4.53M
PA
390
Pinnacle Associates
New York
$4.52M -$932K -4,963 -18%
KNW
391
Kesler Norman & Wride
Utah
$4.43M +$184K +980 +4%
ASN
392
Advisory Services Network
Georgia
$4.42M +$413K +2,198 +11%
AWMT
393
AAFMAA Wealth Management & Trust
North Carolina
$4.42M +$131K +696 +3%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$4.41M +$336K +1,789 +9%
FA
395
FDx Advisors
Illinois
$4.4M +$442K +2,352 +12%
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$4.32M -$425K -2,260 -9%
AIM
397
Achmea Investment Management
Netherlands
$4.29M -$2.03M -10,799 -33%
PPW
398
Parcion Private Wealth
Washington
$4.28M -$43.8K -233 -1%
BFA
399
Benedict Financial Advisors
Georgia
$4.27M +$12K +64 +0.3%
RCM
400
Radnor Capital Management
Pennsylvania
$4.26M -$136K -726 -3%

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.