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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
CI
476
Cigna Investments
Connecticut
$2.35M -$89.4K -510 -4%
HCA
477
Harbour Capital Advisors
Virginia
$2.34M +$71K +405 +3%
PFS
478
Prospera Financial Services
Texas
$2.32M -$7.54K -43 -0.3%
AIA
479
Avalon Investment & Advisory
Texas
$2.31M -$225K -1,286 -9%
RWA
480
River Wealth Advisors
Pennsylvania
$2.31M -$11.9K -68 -0.5%
MYAM
481
Meiji Yasuda Asset Management
Japan
$2.3M -$113K -643 -5%
CIC
482
Carnegie Investment Counsel
Ohio
$2.29M -$21.9K -125 -0.9%
OSIA
483
O'Shares Investment Advisers
Massachusetts
$2.27M +$2.29M +13,069 New
LAIC
484
Lederer & Associates Investment Counsel
California
$2.27M +$24.9K +142 +1%
WIC
485
Woodmont Investment Counsel
Tennessee
$2.25M +$761K +4,343 +50%
UA
486
Unison Advisors
District of Columbia
$2.23M -$564K -3,219 -20%
CNBTD
487
Citizens National Bank Trust Department
Mississippi
$2.23M +$70.1K +400 +3%
CIS
488
Capital International Sarl
California
$2.21M -$242K -1,383 -10%
MHIC
489
Marble Harbor Investment Counsel
Massachusetts
$2.21M -$1.75K -10 -0.1%
AIM
490
Aigen Investment Management
New York
$2.2M +$2.22M +12,689 New
ACM
491
Argyle Capital Management
Pennsylvania
$2.19M -$13.1K -75 -0.6%
IRAG
492
Investment Research & Advisory Group
Georgia
$2.19M +$16.3K +93 +0.7%
SB
493
Simmons Bank
Arkansas
$2.18M -$67.1K -383 -3%
GT
494
Glenview Trust
Kentucky
$2.16M -$14K -80 -0.6%
KA
495
Kintegral Advisory
New York
$2.16M
AWM
496
Altium Wealth Management
New York
$2.14M +$115K +654 +6%
SGI
497
Summit Global Investments
Utah
$2.14M +$1.6M +9,102 +280%
IRF
498
IBM Retirement Fund
New York
$2.14M -$49.1K -280 -2%
GWM
499
Geneos Wealth Management
Colorado
$2.11M +$156K +888 +8%
RWA
500
Ropes Wealth Advisors
Massachusetts
$2.1M -$130K -743 -6%

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.