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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
CIS
401
Capital International Sarl
California
$3.88M -$37.4K -232 -0.9%
IA
402
IndexIQ Advisors
New York
$3.87M +$3.06M +18,994 +345%
SDIC
403
South Dakota Investment Council
South Dakota
$3.85M +$8.86K +55 +0.2%
MFM
404
MD Financial Management
Ontario, Canada
$3.84M +$3.9M +24,210 +24,959%
ZCM
405
Ziegler Capital Management
Illinois
$3.74M -$16.1K -100 -0.4%
Ninety One (UK)
406
Ninety One (UK)
United Kingdom
$3.7M
DCM
407
Dupont Capital Management
Delaware
$3.7M -$1.71M -10,625 -31%
CIBC Asset Management
408
CIBC Asset Management
Ontario, Canada
$3.65M -$251K -1,558 -6%
Creative Planning
409
Creative Planning
Kansas
$3.64M +$251K +1,559 +7%
RCM
410
Radnor Capital Management
Pennsylvania
$3.6M -$1.14M -7,061 -24%
MML Investors Services
411
MML Investors Services
Massachusetts
$3.56M +$196K +1,214 +6%
SAM
412
Strategy Asset Managers
California
$3.55M -$1.12M -6,922 -24%
AWM
413
AE Wealth Management
Kansas
$3.54M +$231K +1,432 +7%
VIA
414
Vident Investment Advisory
Georgia
$3.5M +$351K +2,181 +11%
JIC
415
Johnson Investment Counsel
Ohio
$3.49M +$3.54M +21,995 New
LA
416
LVW Advisors
New York
$3.46M -$266K -1,649 -7%
PSUF
417
People's United Financial
Connecticut
$3.43M +$614K +3,808 +21%
ASN
418
Advisory Services Network
Georgia
$3.42M +$81.9K +508 +2%
PPW
419
Parcion Private Wealth
Washington
$3.4M -$1.97M -12,236 -36%
BB
420
Berkshire Bank
Massachusetts
$3.38M -$96.4K -598 -3%
VF
421
Virtu Financial
New York
$3.36M +$3.43M +21,267 New
WB
422
WesBanco Bank
West Virginia
$3.35M +$3.42M +21,237 New
SCI
423
S&CO Inc
Massachusetts
$3.34M +$40.3K +250 +1%
RC
424
RegentAtlantic Capital
New Jersey
$3.31M +$123K +766 +4%
O
425
Ossiam
France
$3.29M +$910K +5,645 +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.