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
Cetera Investment Advisers
676
Cetera Investment Advisers
Illinois
$782K +$117K +668 +17%
EAM
677
Eagle Asset Management
Florida
$781K -$226K -1,288 -22%
OWP
678
Obermeyer Wealth Partners
Colorado
$775K
CG
679
Caprock Group
Idaho
$774K +$23.3K +133 +3%
RZH
680
Relyea Zuckerberg Hanson
Connecticut
$772K +$29.1K +166 +4%
AF
681
Allworth Financial
California
$770K +$65.4K +373 +9%
QT
682
Quantamental Technologies
New York
$762K +$82.6K +471 +12%
MAM
683
Meeder Asset Management
Ohio
$761K +$32.6K +186 +4%
BIM
684
Baldwin Investment Management
Pennsylvania
$759K -$17.5K -100 -2%
TAM
685
Trust Asset Management
Texas
$757K +$49.6K +283 +7%
PTC
686
Private Trust Company
Ohio
$756K +$117K +668 +18%
FAIM
687
Financial Advocates Investment Management
Washington
$750K +$113K +645 +18%
TA
688
TFG Advisers
Michigan
$741K +$1.4K +8 +0.2%
HVIA
689
Hudson Valley Investment Advisors
New York
$739K -$16.7K -95 -2%
PCMC
690
Private Capital Management (Colorado)
Colorado
$739K +$2.63K +15 +0.4%
MFG
691
Monte Financial Group
Connecticut
$734K +$49.1K +280 +7%
CPR
692
CSU Producer Resources
Ohio
$731K
SF
693
Summit Financial
New Jersey
$729K +$384K +2,190 +110%
CM
694
Capula Management
Cayman Islands
$728K +$735K +4,194 New
BFEC
695
Benjamin F. Edwards & Company
Missouri
$724K +$11.9K +68 +2%
EFS
696
Essex Financial Services
Connecticut
$724K +$66.8K +381 +10%
CA
697
Cetera Advisors
Colorado
$718K +$92.6K +528 +15%
CTC
698
Central Trust Company
Missouri
$713K +$12.8K +73 +2%
AHB
699
Abner Herrman & Brock
New Jersey
$713K +$721K +4,112 New
FFWA
700
FRG Family Wealth Advisors
Washington
$707K -$33.1K -189 -4%

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.