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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
Boston Partners
26
Boston Partners
Massachusetts
$433M -$176M -1,001,436 -29%
UBS Group
27
UBS Group
Switzerland
$426M -$15.3M -87,537 -3%
DZ Bank
28
DZ Bank
Germany
$425M +$65.5M +373,689 +18%
RJA
29
Raymond James & Associates
Florida
$409M -$10.6M -60,717 -3%
UBS AM
30
UBS AM
Illinois
$397M +$49.7M +283,313 +14%
AGA
31
Altrinsic Global Advisors
Connecticut
$392M +$4.62M +26,337 +1%
Amundi
32
Amundi
France
$371M +$56.3M +321,368 +18%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$371M +$70.3M +401,267 +24%
Morgan Stanley
34
Morgan Stanley
New York
$371M -$13.7M -78,083 -4%
Charles Schwab
35
Charles Schwab
California
$353M -$4.48M -25,577 -1%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$334M -$4.71M -26,852 -1%
FMI
37
Fiduciary Management Inc
Wisconsin
$328M -$4.28M -24,429 -1%
DSA
38
Davis Selected Advisers
Arizona
$319M -$4.54M -25,920 -1%
Swiss National Bank
39
Swiss National Bank
Switzerland
$308M -$10.1M -57,700 -3%
Principal Financial Group
40
Principal Financial Group
Iowa
$278M -$4.45M -25,368 -2%
Invesco
41
Invesco
Georgia
$271M -$9.88M -56,360 -3%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$260M +$61.1M +348,808 +30%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$248M -$19M -108,306 -7%
Barclays
44
Barclays
United Kingdom
$234M +$33.4M +190,560 +16%
PPA
45
Parametric Portfolio Associates
Washington
$234M +$14.4M +82,316 +7%
CCM
46
Cullen Capital Management
New York
$218M +$272K +1,549 +0.1%
Jennison Associates
47
Jennison Associates
New York
$217M +$835K +4,766 +0.4%
Truist Financial
48
Truist Financial
North Carolina
$215M +$3.46M +19,751 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$212M +$5.6M +31,955 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$187M +$5.93M +33,827 +3%

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.