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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
FHB
476
First Hawaiian Bank
Hawaii
$2.47M -$20.3K -126 -0.8%
PWLP
477
Prio Wealth Limited Partnership
Massachusetts
$2.44M +$122K +760 +5%
KS
478
Karpas Strategies
Connecticut
$2.42M -$36.3K -225 -1%
IRF
479
IBM Retirement Fund
New York
$2.42M -$216K -1,342 -8%
AAM
480
AR Asset Management
California
$2.39M
CIC
481
Cincinnati Indemnity Company
Ohio
$2.38M
JAM
482
Jupiter Asset Management
United Kingdom
$2.36M -$145K -900 -6%
ASA
483
Armstrong Shaw Associates
Connecticut
$2.35M -$17.7K -110 -0.7%
VFA
484
Voya Financial Advisors
Connecticut
$2.31M +$47.4K +294 +2%
RW
485
REDW Wealth
New Mexico
$2.31M +$2.36M +14,624 New
WAM
486
World Asset Management
Michigan
$2.3M -$148K -916 -6%
NIM
487
Nicollet Investment Management
Minnesota
$2.28M -$16K -99 -0.7%
VanEck Associates
488
VanEck Associates
New York
$2.27M -$249K -1,545 -10%
JAG
489
Journey Advisory Group
Kentucky
$2.22M -$5K -31 -0.2%
CNC
490
Canandaigua National Corp
New York
$2.22M +$14.3K +89 +0.6%
NA
491
NewEdge Advisors
Louisiana
$2.22M +$171K +1,064 +8%
BA
492
Bristlecone Advisors
Washington
$2.21M +$29K +180 +1%
WWA
493
WC Walker & Associates
California
$2.21M +$6.12K +38 +0.3%
NB
494
Norinchukin Bank
Japan
$2.19M +$93.3K +579 +4%
WC
495
Weil Company
California
$2.18M +$483 +3 +0%
PCIG
496
Partners Capital Investment Group
Massachusetts
$2.18M +$2.22M +13,789 New
AIA
497
Avalon Investment & Advisory
Texas
$2.18M -$11.2M -69,792 -84%
AF
498
Alerus Financial
North Dakota
$2.17M +$2.21M +13,744 New
Bank of Nova Scotia
499
Bank of Nova Scotia
Ontario, Canada
$2.17M -$45.4K -282 -2%
SNT
500
Security National Trust
West Virginia
$2.17M -$348K -2,162 -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.