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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
UBS Group
26
UBS Group
Switzerland
$438M -$11.8M -73,512 -3%
Goldman Sachs
27
Goldman Sachs
New York
$410M +$108M +669,380 +35%
Morgan Stanley
28
Morgan Stanley
New York
$375M +$57M +353,933 +18%
RJA
29
Raymond James & Associates
Florida
$373M +$17.2M +106,494 +5%
Deutsche Bank
30
Deutsche Bank
Germany
$372M +$137M +852,647 +57%
FMI
31
Fiduciary Management Inc
Wisconsin
$368M -$157M -971,481 -29%
UBS AM
32
UBS AM
Illinois
$344M +$20.3M +125,831 +6%
AGA
33
Altrinsic Global Advisors
Connecticut
$332M +$7.74M +48,027 +2%
Charles Schwab
34
Charles Schwab
California
$318M +$7.52M +46,673 +2%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$315M -$59.3M -368,110 -16%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$312M -$655K -4,063 -0.2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$308M +$5.46M +33,900 +2%
DSA
38
Davis Selected Advisers
Arizona
$285M -$7.09M -43,973 -2%
Principal Financial Group
39
Principal Financial Group
Iowa
$283M -$5.6M -34,742 -2%
AAMU
40
Amundi Asset Management US
Massachusetts
$280M +$56.7M +351,677 +25%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$270M -$2.7M -16,752 -1%
Invesco
42
Invesco
Georgia
$237M +$31.6M +196,335 +15%
DZ Bank
43
DZ Bank
Germany
$233M +$43M +266,749 +22%
Barclays
44
Barclays
United Kingdom
$210M +$61.6M +382,134 +40%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$209M -$29.1M -180,469 -12%
Truist Financial
46
Truist Financial
North Carolina
$193M +$136M +842,766 +224%
PPA
47
Parametric Portfolio Associates
Washington
$191M +$2.92M +18,136 +2%
CCM
48
Cullen Capital Management
New York
$185M +$140M +869,978 +286%
PCH
49
Polar Capital Holdings
United Kingdom
$182M +$1.57M +9,725 +0.9%
NI
50
Nuance Investments
Missouri
$178M -$28.5M -176,719 -14%

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.