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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
MA
426
MUFG Americas
New York
$3.28M -$1.22M -7,548 -27%
FMT
427
First Mercantile Trust
Tennessee
$3.27M -$308K -1,913 -8%
Mirae Asset Global Investments
428
Mirae Asset Global Investments
South Korea
$3.24M -$6.51M -40,428 -66%
KNW
429
Kesler Norman & Wride
Utah
$3.24M -$113K -699 -3%
LF
430
Lantz Financial
Illinois
$3.17M +$171K +1,062 +6%
CT
431
Chicago Trust
Illinois
$3.17M -$5.32K -33 -0.2%
GT
432
Greenleaf Trust
Michigan
$3.13M +$182K +1,132 +6%
PHK
433
Point72 Hong Kong
Hong Kong
$3.1M +$3.16M +19,612 New
FA
434
FDx Advisors
Illinois
$3.09M +$526K +3,263 +20%
UIM
435
USS Investment Management
United Kingdom
$3.08M
Bessemer Group
436
Bessemer Group
New Jersey
$3.05M -$152M -944,281 -98%
NIA
437
Northstar Investment Advisors
Colorado
$3.04M -$2.99M -18,527 -49%
X
438
Xponance
Pennsylvania
$3.04M -$62.8K -390 -2%
MYAM
439
Meiji Yasuda Asset Management
Japan
$3.02M +$1.5M +9,300 +94%
SI
440
Stephens Inc
Arkansas
$3.02M +$198K +1,227 +7%
AIM
441
Aigen Investment Management
New York
$3.01M +$3.07M +19,037 New
BCB
442
Brian C. Broderick
$3M -$501K -3,110 -14%
SAM
443
Selway Asset Management
$2.99M +$161K +1,000 +6%
PGAM
444
Princeton Global Asset Management
New Jersey
$2.96M +$83.1K +516 +3%
PGFC
445
Peapack-Gladstone Financial Corp
New Jersey
$2.96M -$2.45M -15,182 -45%
E
446
Ergoteles
New York
$2.95M +$791K +4,907 +36%
LCM
447
Liberty Capital Management
Michigan
$2.92M -$430K -2,666 -13%
CSUI
448
Cincinnati Specialty Underwriters Insurance
Ohio
$2.91M
CB
449
Commerce Bank
Missouri
$2.9M -$49.5K -307 -2%
OPPTF
450
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.89M +$103K +642 +4%

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.