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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
LCM
426
Liberty Capital Management
Michigan
$3.48M +$5.63K +30 +0.2%
CIBC World Market
427
CIBC World Market
Ontario, Canada
$3.47M -$61.2K -326 -2%
NC
428
NovaPoint Capital
Georgia
$3.46M +$270K +1,435 +9%
SFI
429
Siemens Fonds Invest
Germany
$3.42M -$279K -1,484 -8%
IIM
430
Ipswich Investment Management
Massachusetts
$3.4M
AWM
431
Avitas Wealth Management
California
$3.39M +$51.7K +275 +2%
WT
432
Whittier Trust
California
$3.33M +$53.5K +285 +2%
LCP
433
Legacy Capital Partners
Wisconsin
$3.3M +$70.4K +375 +2%
UB
434
UMB Bank
Missouri
$3.26M +$3.17M +16,879 New
PT
435
Plimoth Trust
Massachusetts
$3.26M -$5.63K -30 -0.2%
JIC
436
Johnson Investment Counsel
Ohio
$3.22M -$91.5K -487 -3%
SWM
437
Scissortail Wealth Management
Oklahoma
$3.22M +$3.13M +16,647 New
HIS
438
Horizon Investment Services
Indiana
$3.21M +$539K +2,869 +21%
Wolverine Trading
439
Wolverine Trading
Illinois
$3.15M +$148K +789 +5%
PFO
440
Pathstone Family Office
New Jersey
$3.1M +$213K +1,135 +8%
1832 Asset Management
441
1832 Asset Management
Ontario, Canada
$3.07M -$13.1M -69,849 -82%
ST
442
Somerset Trust
Pennsylvania
$3.06M +$376 +2 +0%
DCM
443
Delta Capital Management
New Jersey
$3.06M +$2.82K +15 +0.1%
SIA
444
Schechter Investment Advisors
Michigan
$3.05M +$2.97M +15,799 New
BCFD
445
Boit C.F. David
$3.03M
WWA
446
WC Walker & Associates
California
$2.96M +$92.2K +491 +3%
MCA
447
Morris Capital Advisors
Pennsylvania
$2.96M -$52.4K -279 -2%
FNT
448
First National Trust
Pennsylvania
$2.95M +$688K +3,664 +32%
AAM
449
Advisors Asset Management
Colorado
$2.94M +$2.64M +14,040 +1,224%
MA
450
MUFG Americas
New York
$2.93M -$368K -1,961 -11%

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.