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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
WT
451
Whittier Trust
California
$2.72M +$74.6K +450 +3%
BCM
452
Buckhead Capital Management
Georgia
$2.69M -$129K -776 -4%
LCP
453
Legacy Capital Partners
Wisconsin
$2.68M -$91.2K -550 -3%
AAS
454
Avantax Advisory Services
Texas
$2.64M +$720K +4,344 +35%
QC
455
Quadrature Capital
United Kingdom
$2.64M +$2.75M +16,608 New
NC
456
NovaPoint Capital
Georgia
$2.59M +$97.8K +590 +4%
MCA
457
Morris Capital Advisors
Pennsylvania
$2.58M -$36.6K -221 -1%
SM
458
Sciencast Management
New Jersey
$2.58M +$2.64M +15,935 New
PT
459
Plimoth Trust
Massachusetts
$2.57M +$62.3K +376 +2%
ST
460
Somerset Trust
Pennsylvania
$2.56M +$4.14K +25 +0.2%
UA
461
Unison Advisors
District of Columbia
$2.56M +$12.3K +74 +0.5%
DCM
462
Delta Capital Management
New Jersey
$2.52M -$3.31K -20 -0.1%
OPPTF
463
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.49M -$471K -2,843 -16%
Bessemer Group
464
Bessemer Group
New Jersey
$2.47M -$622K -3,752 -19%
KS
465
Karpas Strategies
Connecticut
$2.46M +$16.6K +100 +0.7%
GTCM
466
Gyon Technologies Capital Management
New Jersey
$2.45M +$2.56M +15,438 New
PWLP
467
Prio Wealth Limited Partnership
Massachusetts
$2.45M -$2.49K -15 -0.1%
AAM
468
AR Asset Management
California
$2.4M
CIC
469
Cincinnati Indemnity Company
Ohio
$2.39M
CC
470
Centiva Capital
New York
$2.39M +$1.39M +8,394 +126%
AIA
471
Avalon Investment & Advisory
Texas
$2.33M +$142K +854 +6%
NA
472
NewEdge Advisors
Louisiana
$2.32M +$88.3K +533 +4%
BA
473
Bristlecone Advisors
Washington
$2.31M +$90.5K +546 +4%
WWA
474
WC Walker & Associates
California
$2.31M +$102K +617 +5%
HB
475
Homrich & Berg
Georgia
$2.3M +$502K +3,031 +26%

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.