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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
CT
426
Chicago Trust
Illinois
$3.05M -$145K -874 -4%
LF
427
Lantz Financial
Illinois
$3.04M -$155K -933 -5%
SFI
428
Siemens Fonds Invest
Germany
$3M -$1.39M -8,397 -31%
FMT
429
First Mercantile Trust
Tennessee
$3M -$304K -1,832 -9%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$2.97M +$147K +888 +5%
CSUI
431
Cincinnati Specialty Underwriters Insurance
Ohio
$2.93M
IIM
432
Ipswich Investment Management
Massachusetts
$2.93M +$43.6K +263 +1%
Capstone Investment Advisors
433
Capstone Investment Advisors
New York
$2.92M +$3.04M +18,354 New
BCB
434
Brian C. Broderick
$2.9M -$121K -730 -4%
LCM
435
Liberty Capital Management
Michigan
$2.9M -$38.9K -235 -1%
PGAM
436
Princeton Global Asset Management
New Jersey
$2.9M -$84.4K -509 -3%
JIC
437
Johnson Investment Counsel
Ohio
$2.88M -$659K -3,976 -18%
PCTC
438
Perkins Coie Trust Company
Washington
$2.88M -$25.2K -152 -0.8%
CB
439
Commerce Bank
Missouri
$2.86M -$64K -386 -2%
Mirae Asset Global Investments
440
Mirae Asset Global Investments
South Korea
$2.86M -$425K -2,563 -12%
NIA
441
Northstar Investment Advisors
Colorado
$2.83M -$409K -2,469 -13%
SAM
442
Sabadell Asset Management
Spain
$2.83M +$2.95M +17,802 New
MA
443
MUFG Americas
New York
$2.83M -$493K -2,974 -14%
SNB
444
Security National Bank
Nebraska
$2.82M -$36K -217 -1%
BCFD
445
Boit C.F. David
$2.82M +$2.94M +17,744 New
CIBC World Market
446
CIBC World Market
Ontario, Canada
$2.81M +$2.93M +17,706 New
HIP
447
Harrell Investment Partners
Texas
$2.79M +$240K +1,448 +9%
AWM
448
Avitas Wealth Management
California
$2.76M +$75.1K +453 +3%
BFA
449
Brendel Financial Advisors
New Hampshire
$2.74M +$2.86M +17,250 New
QT
450
Quantbot Technologies
New York
$2.73M +$2.76M +16,674 +3,375%

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.