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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
ONB
576
Old National Bancorp
Indiana
$1.38M -$375K -2,137 -21%
MWM
577
Mattern Wealth Management
Kansas
$1.37M +$2.81K +16 +0.2%
ATC
578
Argent Trust Co
Tennessee
$1.37M -$83.3K -475 -6%
MGIA
579
Moneta Group Investment Advisors
Missouri
$1.36M -$43.1K -246 -3%
MCM
580
Monarch Capital Management
Indiana
$1.35M -$2.81K -16 -0.2%
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M -$92K -525 -6%
BHTS
582
Bar Harbor Trust Services
Maine
$1.33M +$80.1K +457 +6%
Luther King Capital Management (LKCM)
583
Luther King Capital Management (LKCM)
Texas
$1.32M -$595K -3,393 -31%
AWM
584
Aries Wealth Management
Maine
$1.32M +$10.5K +60 +0.8%
GIA
585
Gladstone Institutional Advisory
Florida
$1.32M +$804K +4,585 +153%
QCM
586
Quest Capital Management
Texas
$1.31M -$149K -850 -10%
LC
587
Lincoln Capital
Nebraska
$1.3M -$20.7K -118 -2%
GAM
588
Gotham Asset Management
New York
$1.3M +$1.03M +5,896 +364%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$1.3M +$922K +5,260 +233%
FWIA
590
Fort Washington Investment Advisors
Ohio
$1.3M
ED
591
Exane Derivatives
France
$1.28M -$78.4K -447 -6%
MC
592
Moors & Cabot
Massachusetts
$1.28M -$351 -2 -0%
KIA
593
KCM Investment Advisors
California
$1.27M +$36.1K +206 +3%
CWA
594
Canvas Wealth Advisors
Kansas
$1.26M +$19.1K +109 +2%
PAM
595
Premier Asset Management
Illinois
$1.25M +$349K +1,989 +38%
HAG
596
HighPoint Advisor Group
Illinois
$1.24M +$175K +996 +16%
FLI
597
Family Legacy Inc
South Carolina
$1.24M
PP
598
Paloma Partners
Connecticut
$1.22M -$6.93M -39,535 -85%
DY
599
Dowling & Yahnke
California
$1.22M +$111K +631 +10%
MCM
600
McRae Capital Management
New Jersey
$1.22M -$10.5K -60 -0.8%

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.