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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
CPC
526
Cookson Peirce & Co
Pennsylvania
$1.89M +$1.91M +10,902 New
AIP
527
Ameritas Investment Partners
Nebraska
$1.89M -$300K -1,713 -14%
BS
528
Boenning & Scattergood
Pennsylvania
$1.88M +$876 +5 +0%
RW
529
REDW Wealth
New Mexico
$1.88M -$287K -1,640 -13%
Vontobel Holding
530
Vontobel Holding
Switzerland
$1.88M -$10.9M -62,336 -85%
CK
531
Cohen Klingenstein
New York
$1.86M -$124K -709 -6%
BPC
532
Banque Pictet & Cie
Switzerland
$1.84M -$333K -1,900 -15%
CA
533
Clearstead Advisors
Ohio
$1.84M +$67.1K +383 +4%
AWA
534
Aaron Wealth Advisors
Illinois
$1.83M +$24.2K +138 +1%
NAM
535
NorthCoast Asset Management
Connecticut
$1.8M +$782K +4,459 +76%
NA
536
NewEdge Advisors
Louisiana
$1.79M -$749K -4,275 -29%
CS
537
Comerica Securities
Michigan
$1.79M +$11K +63 +0.6%
CAM
538
CenterStar Asset Management
Illinois
$1.78M
DTL
539
Dynamic Technology Lab
Singapore
$1.77M +$556K +3,173 +45%
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M +$1.49M +8,477 +513%
MWM
541
Mission Wealth Management
California
$1.74M +$17.4K +99 +1%
SLWA
542
San Luis Wealth Advisors
California
$1.74M +$1.75M +10,005 New
USCWA
543
U.S. Capital Wealth Advisors
Texas
$1.73M +$1.75M +9,981 New
GI
544
GAMCO Investors
Connecticut
$1.73M -$6.13K -35 -0.4%
PAM
545
Panagora Asset Management
Massachusetts
$1.71M +$116K +659 +7%
TCOO
546
Trust Company of Oklahoma
Oklahoma
$1.71M -$235K -1,343 -12%
MSFS
547
Main Street Financial Solutions
Pennsylvania
$1.7M +$8.94K +51 +0.5%
IA
548
IFG Advisory
Georgia
$1.7M +$40.1K +229 +2%
SLI
549
Sumitomo Life Insurance
Japan
$1.68M -$71.5K -408 -4%
MOS
550
MGO One Seven
Ohio
$1.66M +$1.75K +10 +0.1%

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.