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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
PSUF
401
People's United Financial
Connecticut
$4.2M +$40.6K +216 +1%
CAM
402
Cresset Asset Management
Illinois
$4.14M +$754K +4,015 +23%
BB
403
Berkshire Bank
Massachusetts
$4.13M +$75K +399 +2%
EA
404
Ellsworth Advisors
Ohio
$4.08M +$145K +771 +4%
SCI
405
S&CO Inc
Massachusetts
$4.08M
SBL
406
Sargent Bickham Lagudis
Colorado
$4.05M -$634K -3,377 -14%
SDIC
407
South Dakota Investment Council
South Dakota
$4.02M
CB
408
Commerce Bank
Missouri
$3.97M -$14.8K -79 -0.4%
GT
409
Greenleaf Trust
Michigan
$3.96M +$104K +553 +3%
ACA
410
Aptus Capital Advisors
Alabama
$3.93M +$564K +3,000 +17%
Creative Planning
411
Creative Planning
Kansas
$3.88M -$1.34M -7,149 -26%
LA
412
LVW Advisors
New York
$3.86M -$363K -1,933 -9%
Bessemer Group
413
Bessemer Group
New Jersey
$3.81M +$702K +3,739 +23%
WB
414
WesBanco Bank
West Virginia
$3.8M -$43.4K -231 -1%
GTCM
415
Gyon Technologies Capital Management
New Jersey
$3.79M +$3.68M +19,602 New
HIP
416
Harrell Investment Partners
Texas
$3.78M -$126K -673 -3%
CT
417
Chicago Trust
Illinois
$3.77M -$1.13K -6 -0%
SAM
418
Selway Asset Management
$3.72M +$9.39K +50 +0.3%
FHB
419
First Hawaiian Bank
Hawaii
$3.66M +$1.94M +10,324 +120%
LF
420
Lantz Financial
Illinois
$3.65M -$102K -541 -3%
HWM
421
HB Wealth Management
Georgia
$3.61M +$3.51M +18,673 New
FF
422
FourThought Financial
Florida
$3.59M +$246K +1,312 +8%
CSUI
423
Cincinnati Specialty Underwriters Insurance
Ohio
$3.56M
PCTC
424
Perkins Coie Trust Company
Washington
$3.55M +$84.2K +448 +3%
PGAM
425
Princeton Global Asset Management
New Jersey
$3.49M -$58.2K -310 -2%

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.