We are live on ! Find out more

1,206 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: 1,2091,206 (-3)

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.11%
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
Capstone Investment Advisors
551
Capstone Investment Advisors
New York
$1.65M -$1.55M -8,825 -48%
FB
552
Fulton Bank
Pennsylvania
$1.63M -$203K -1,159 -11%
DWA
553
Douglass Winthrop Advisors
New York
$1.63M
CAN
554
Cetera Advisor Networks
California
$1.62M +$7.54K +43 +0.5%
CCM
555
Cox Capital Management
Massachusetts
$1.62M +$6.31K +36 +0.4%
BCV
556
Banque Cantonale Vaudoise
Switzerland
$1.61M
FTDI
557
First Trust Direct Indexing
Massachusetts
$1.61M +$54.9K +313 +3%
SC
558
SRB Corp
Massachusetts
$1.59M -$361K -2,060 -18%
HI
559
Harrington Investments
California
$1.57M -$486K -2,775 -23%
NSEDCP
560
NJ State Employees Deferred Compensation Plan
New Jersey
$1.57M
PGA
561
Portland Global Advisors
Maine
$1.57M
MIC
562
Meridian Investment Counsel
California
$1.54M
CBB
563
Citizens Business Bank
California
$1.53M -$219K -1,250 -12%
NRS
564
Neville Rodie & Shaw
New York
$1.52M -$5.26K -30 -0.3%
TU
565
TDAM USA
Ontario, Canada
$1.51M +$9.47K +54 +0.6%
FHB
566
First Hawaiian Bank
Hawaii
$1.49M -$116K -660 -7%
Mercer Global Advisors
567
Mercer Global Advisors
Colorado
$1.47M -$251K -1,430 -14%
TI
568
Tidal Investments
Wisconsin
$1.47M +$236K +1,349 +19%
BRWA
569
B. Riley Wealth Advisors
Florida
$1.47M -$44.7K -255 -3%
BMWM
570
Brown Miller Wealth Management
Virginia
$1.46M +$55.4K +316 +4%
CCP
571
Corient Capital Partners
California
$1.45M +$26.5K +151 +2%
CDH
572
Charles D. Hyman
$1.44M
KFS
573
Kurt F. Somerville
$1.41M -$191K -1,087 -12%
SCP
574
Shorepoint Capital Partners
Massachusetts
$1.39M +$1.4M +8,005 New
CFG
575
Citizens Financial Group
Rhode Island
$1.38M +$891K +5,083 +178%

CB Hedge Fund Activity: Q3 2021 in Review

1,206 of the 5,713 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.

  • 1,206 institutional investors held Chubb (CB) as of Q3 2021, down from 1,209 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.