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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
FA
601
FMA Advisory
Pennsylvania
$1.21M -$35.1K -200 -3%
NGA
602
Naples Global Advisors
Florida
$1.21M -$21K -120 -2%
VPIM
603
Vanguard Personalized Indexing Management
California
$1.2M +$343K +1,954 +39%
TPCW
604
TD Private Client Wealth
New York
$1.19M -$484K -2,763 -29%
PTP
605
Platform Technology Partners
New York
$1.19M +$102K +584 +9%
CAM
606
Columbia Asset Management
Michigan
$1.18M +$175 +1 +0%
DTC
607
Davidson Trust Company
Washington
$1.18M +$6.49K +37 +0.5%
TRCT
608
Tower Research Capital (TRC)
New York
$1.17M -$930K -5,307 -44%
1CP
609
17 Capital Partners
Arizona
$1.17M +$44.7K +255 +4%
HA
610
Harfst & Associates
Wyoming
$1.15M +$351 +2 +0%
VI
611
Vestcor Inc
New Brunswick, Canada
$1.15M -$163K -927 -12%
MCA
612
Magnolia Capital Advisors
Mississippi
$1.15M +$10.5K +60 +0.9%
LNC
613
Lincoln National Corp
Pennsylvania
$1.14M +$8.59K +49 +0.8%
TCM
614
Twin Capital Management
Pennsylvania
$1.12M -$263K -1,500 -19%
SIA
615
SkyView Investment Advisors
New Jersey
$1.12M +$456K +2,601 +67%
AIM
616
AMI Investment Management
Indiana
$1.12M -$7.36K -42 -0.6%
SM
617
Sciencast Management
New Jersey
$1.11M -$1.7M -9,714 -61%
DM
618
Delphi Management
Massachusetts
$1.1M +$21.4K +122 +2%
NIM
619
NuWave Investment Management
New Jersey
$1.09M +$102K +583 +10%
SWA
620
Stratos Wealth Advisors
Ohio
$1.09M +$644K +3,676 +141%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$1.09M +$26.5K +151 +2%
STAS
622
Strong Tower Advisory Services
Minnesota
$1.07M +$1.03M +5,877 New
WS
623
Wedbush Securities
California
$1.06M +$22.4K +128 +2%
PA
624
Profund Advisors
Maryland
$1.06M -$82.4K -470 -7%
RMC
625
Resources Management Corp
Connecticut
$1.05M -$90.3K -515 -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.