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1,208 hedge funds and large institutions have $61.1B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $199M | Put options by funds: $98.6M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 412

0% more funds holding

Funds holding: 1,2021,208 (+6)

2% less capital invested

Capital invested by funds: $62.5B → $61.1B (-$1.46B)

2.25% less ownership

Funds ownership: 88.03%85.78% (-2.2%)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
1,208
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21.03%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
495
Reduced
412
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
401
Andesa Financial Management
Pennsylvania
$3.7M -$527K -3,177 -12%
KNW
402
Kesler Norman & Wride
Utah
$3.64M +$170K +1,024 +5%
RCM
403
Radnor Capital Management
Pennsylvania
$3.62M
PHK
404
Point72 Hong Kong
Hong Kong
$3.61M +$510K +3,076 +16%
RC
405
RegentAtlantic Capital
New Jersey
$3.6M +$284K +1,713 +8%
Victory Capital Management
406
Victory Capital Management
Texas
$3.58M -$21.3M -128,404 -85%
LA
407
LVW Advisors
New York
$3.53M +$51K +308 +1%
SAM
408
Strategy Asset Managers
California
$3.5M -$73.9K -446 -2%
PPW
409
Parcion Private Wealth
Washington
$3.48M +$64K +386 +2%
SF
410
Synovus Financial
Georgia
$3.42M +$708K +4,269 +25%
PSUF
411
People's United Financial
Connecticut
$3.4M -$51.5K -311 -1%
SCI
412
S&CO Inc
Massachusetts
$3.36M
BB
413
Berkshire Bank
Massachusetts
$3.36M -$41.8K -252 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
414
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.35M +$2.97M +17,900 +559%
SDIC
415
South Dakota Investment Council
South Dakota
$3.31M -$592K -3,570 -15%
SI
416
Stephens Inc
Arkansas
$3.29M +$267K +1,614 +8%
ASN
417
Advisory Services Network
Georgia
$3.27M -$178K -1,071 -5%
AAM
418
Advisors Asset Management
Colorado
$3.23M -$1.85M -11,175 -35%
WB
419
WesBanco Bank
West Virginia
$3.23M -$157K -947 -4%
GT
420
Greenleaf Trust
Michigan
$3.15M -$4.31K -26 -0.1%
EA
421
Ellsworth Advisors
Ohio
$3.14M +$3.28M +19,763 New
FA
422
FDx Advisors
Illinois
$3.12M +$9.12K +55 +0.3%
UIM
423
USS Investment Management
United Kingdom
$3.1M
DAC
424
Dividend Assets Capital
South Carolina
$3.08M -$933K -5,632 -23%
SAM
425
Selway Asset Management
$3.05M +$45.6K +275 +1%

CB Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2021, worth a combined $61.1B — down 2.3% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 69 closed out — a net gain of 21 holders — while 495 added to existing stakes and 412 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $218M. The largest seller was T. Rowe Price Associates, cutting an estimated $714M.

  • 1,208 institutional investors held Chubb (CB) as of Q2 2021, up from 1,202 in Q1 2021.
  • Funds reported $61.1B of Chubb stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q2 2021 and 69 closed out, a net change of +21 holders.
  • The largest Chubb buyer in Q2 2021 was Wellington Management Group, an estimated $218M added.
  • The largest Chubb seller in Q2 2021 was T. Rowe Price Associates, an estimated $714M sold.

Based on aggregated 13F filings for Q2 2021.