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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
WCM
476
Wunderlich Capital Managemnt
Tennessee
$2.7M +$56.5K +301 +2%
BCM
477
Buckhead Capital Management
Georgia
$2.67M -$452K -2,405 -15%
WC
478
Weil Company
California
$2.67M +$376 +2 +0%
PLU
479
Performa Ltd (US)
South Carolina
$2.63M -$509K -2,710 -17%
WIA
480
Westbourne Investment Advisors
Maryland
$2.61M +$386K +2,053 +18%
SFI
481
Susquehanna Fundamental Investments
Pennsylvania
$2.59M -$3.85M -20,516 -60%
AF
482
Alerus Financial
North Dakota
$2.56M +$223K +1,189 +10%
RWA
483
River Wealth Advisors
Pennsylvania
$2.55M -$26.9K -143 -1%
LAIC
484
Lederer & Associates Investment Counsel
California
$2.54M +$12.2K +65 +0.5%
Man Group
485
Man Group
United Kingdom
$2.53M -$6.99M -37,223 -74%
UA
486
Unison Advisors
District of Columbia
$2.5M +$13.5K +72 +0.6%
AWM
487
Altium Wealth Management
New York
$2.49M +$102K +541 +4%
TCM
488
Twin Capital Management
Pennsylvania
$2.48M +$1.2M +6,384 +99%
MHIC
489
Marble Harbor Investment Counsel
Massachusetts
$2.46M +$1.31K +7 +0.1%
GWM
490
Geneos Wealth Management
Colorado
$2.46M +$136K +722 +6%
MYAM
491
Meiji Yasuda Asset Management
Japan
$2.45M -$114K -607 -5%
ACM
492
Argyle Capital Management
Pennsylvania
$2.44M
SGI
493
Summit Global Investments
Utah
$2.41M +$23.1K +123 +1%
DCM
494
Dupont Capital Management
Delaware
$2.41M -$922K -4,906 -28%
VWMG
495
Virginia Wealth Management Group
Virginia
$2.4M +$2.34M +12,444 New
CNC
496
Canandaigua National Corp
New York
$2.4M -$346K -1,844 -13%
KA
497
Kintegral Advisory
New York
$2.4M
IRAG
498
Investment Research & Advisory Group
Georgia
$2.4M -$25.4K -135 -1%
LSV Asset Management
499
LSV Asset Management
Illinois
$2.4M -$1.03M -5,500 -31%
GT
500
Glenview Trust
Kentucky
$2.39M -$16K -85 -0.7%

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.