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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
UBS Group
26
UBS Group
Switzerland
$451M -$23.1M -123,025 -5%
Amundi
27
Amundi
France
$436M +$13.1M +69,700 +3%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$430M +$24.6M +130,707 +6%
Goldman Sachs
29
Goldman Sachs
New York
$423M -$184M -980,281 -31%
Morgan Stanley
30
Morgan Stanley
New York
$413M +$466K +2,479 +0.1%
UBS AM
31
UBS AM
Illinois
$412M -$29.5M -157,146 -7%
Charles Schwab
32
Charles Schwab
California
$399M +$4.9M +26,102 +1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$374M +$1.62M +8,632 +0.4%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$372M +$80.3M +427,708 +28%
DSA
35
Davis Selected Advisers
Arizona
$354M -$1.49M -7,956 -0.4%
AGA
36
Altrinsic Global Advisors
Connecticut
$349M -$85.4M -454,798 -20%
Invesco
37
Invesco
Georgia
$329M +$26.1M +138,748 +9%
Swiss National Bank
38
Swiss National Bank
Switzerland
$322M -$20.8M -110,500 -6%
Principal Financial Group
39
Principal Financial Group
Iowa
$304M -$6.05M -32,190 -2%
FMI
40
Fiduciary Management Inc
Wisconsin
$292M -$71.6M -381,015 -20%
Barclays
41
Barclays
United Kingdom
$290M +$28.3M +150,515 +11%
DZ Bank
42
DZ Bank
Germany
$281M -$188M -999,343 -41%
PPA
43
Parametric Portfolio Associates
Washington
$270M +$9.01M +47,957 +4%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$268M -$7.58M -40,342 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$247M +$10.7M +57,204 +5%
CCM
46
Cullen Capital Management
New York
$230M -$12.2M -64,993 -5%
Truist Financial
47
Truist Financial
North Carolina
$228M -$10.6M -56,452 -5%
Prudential Financial
48
Prudential Financial
New Jersey
$226M +$40M +212,767 +22%
Jennison Associates
49
Jennison Associates
New York
$218M -$23.5M -124,966 -10%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$216M +$7.22M +38,461 +4%

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.