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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
PCTC
451
Perkins Coie Trust Company
Washington
$2.88M -$141K -876 -5%
IIM
452
Ipswich Investment Management
Massachusetts
$2.87M -$49.9K -310 -2%
CA
453
Cornerstone Advisors
North Carolina
$2.84M +$1.29M +8,000 +80%
SNB
454
Security National Bank
Nebraska
$2.84M -$167K -1,035 -5%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$28.7K +178 +1%
BCM
456
Buckhead Capital Management
Georgia
$2.8M -$970K -6,021 -25%
PG
457
Pendal Group
Australia
$2.8M +$2.31M +14,362 +427%
LCP
458
Legacy Capital Partners
Wisconsin
$2.75M -$32.2K -200 -1%
SF
459
Synovus Financial
Georgia
$2.72M +$139K +860 +5%
TU
460
TDAM USA
Ontario, Canada
$2.71M -$262K -1,625 -9%
FNT
461
First National Trust
Pennsylvania
$2.7M -$3.52M -21,830 -56%
AWM
462
Avitas Wealth Management
California
$2.67M +$52.8K +328 +2%
WT
463
Whittier Trust
California
$2.63M -$36.4K -226 -1%
BAM
464
Blueshift Asset Management
New Jersey
$2.6M +$2.65M +16,459 New
MCA
465
Morris Capital Advisors
Pennsylvania
$2.6M -$80.4K -499 -3%
VF
466
Vest Financial
Virginia
$2.6M -$36.7K -228 -1%
Wolverine Trading
467
Wolverine Trading
Illinois
$2.58M +$2.57M +15,973 New
CI
468
Cigna Investments
Connecticut
$2.56M +$59.6K +370 +2%
ST
469
Somerset Trust
Pennsylvania
$2.54M +$20K +124 +0.8%
HIP
470
Harrell Investment Partners
Texas
$2.54M +$145K +903 +6%
LHC
471
Little House Capital
Massachusetts
$2.54M +$2.59M +16,085 New
UA
472
Unison Advisors
District of Columbia
$2.53M +$12.6K +78 +0.5%
DCM
473
Delta Capital Management
New Jersey
$2.51M +$25.8K +160 +1%
PT
474
Plimoth Trust
Massachusetts
$2.5M +$77.7K +482 +3%
NC
475
NovaPoint Capital
Georgia
$2.48M -$64.1K -398 -2%

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.