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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
426
Y-Intercept (HK)
Hong Kong
$3.15M +$2.77M +15,791 +674%
LCM
427
Liberty Capital Management
Michigan
$3.12M -$48.9K -279 -2%
PCTC
428
Perkins Coie Trust Company
Washington
$3.11M -$34.7K -198 -1%
LSV Asset Management
429
LSV Asset Management
Illinois
$3.1M +$964K +5,500 +44%
SG Americas Securities
430
SG Americas Securities
New York
$3.08M -$27.1M -154,702 -90%
IIM
431
Ipswich Investment Management
Massachusetts
$3.05M -$141K -803 -4%
DCM
432
Dupont Capital Management
Delaware
$3.01M -$1.32M -7,536 -30%
CAM
433
Cresset Asset Management
Illinois
$3.01M +$1.07M +6,130 +55%
ACA
434
Aptus Capital Advisors
Alabama
$3M +$736K +4,199 +32%
AWM
435
Avitas Wealth Management
California
$2.99M -$17K -97 -0.6%
FF
436
FourThought Financial
Florida
$2.99M +$666K +3,798 +28%
JIC
437
Johnson Investment Counsel
Ohio
$2.98M -$163K -927 -5%
HB
438
Homrich & Berg
Georgia
$2.97M +$467K +2,665 +18%
MA
439
MUFG Americas
New York
$2.97M -$118K -672 -4%
WT
440
Whittier Trust
California
$2.94M -$24.7K -141 -0.8%
SAM
441
Strategy Asset Managers
California
$2.94M -$891K -5,083 -23%
PT
442
Plimoth Trust
Massachusetts
$2.93M +$121K +692 +4%
LCP
443
Legacy Capital Partners
Wisconsin
$2.9M -$21.2K -121 -0.7%
DAC
444
Dividend Assets Capital
South Carolina
$2.88M -$484K -2,763 -14%
NC
445
NovaPoint Capital
Georgia
$2.86M +$32.3K +184 +1%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$2.85M +$2.88M +16,432 New
KS
447
Karpas Strategies
Connecticut
$2.83M -$105K -600 -4%
PLU
448
Performa Ltd (US)
South Carolina
$2.83M +$2.86M +16,310 New
BCM
449
Buckhead Capital Management
Georgia
$2.82M -$126K -720 -4%
HCM
450
Hodges Capital Management
Texas
$2.81M +$935K +5,333 +49%

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.