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1,203 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 447 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $146M | Put options by funds: $108M

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 1,1651,203 (+38)

7% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 419

3% more capital invested

Capital invested by funds: $61B → $62.5B (+$1.54B)

0.38% more ownership

Funds ownership: 87.64%88.03% (+0.38%)

Holders
1,203
Holders Change
+38
Holders Change %
+3.26%
% of All Funds
21.12%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
447
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$177M +$17.7M +110,048 +11%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$160M +$23.2M +143,828 +17%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$160M -$2.6M -16,109 -2%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$160M +$101M +625,983 +161%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$157M -$3.8M -23,600 -2%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$154M +$8.45M +52,448 +6%
MWP
57
MYCIO Wealth Partners
Pennsylvania
$152M +$17.7M +109,600 +13%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$150M +$806K +5,000 +0.5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$148M +$4.74M +29,401 +3%
US Bancorp
60
US Bancorp
Minnesota
$143M -$8.61M -53,444 -6%
ProShare Advisors
61
ProShare Advisors
Maryland
$131M -$7.49M -46,493 -5%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M +$10.9M +67,869 +9%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$130M +$1.43M +8,852 +1%
EAM
64
Eagle Asset Management
Florida
$124M +$98.2M +609,231 +357%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$122M +$1.15M +7,164 +0.9%
CB
66
Cooke & Bieler
Pennsylvania
$120M +$6.01M +37,328 +5%
CIM
67
Confluence Investment Management
Missouri
$119M -$1.78M -11,017 -1%
CS
68
Credit Suisse
Switzerland
$119M -$7.88M -48,909 -6%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$119M -$8.4M -52,110 -6%
JFL
70
Jarislowsky, Fraser Ltd
Quebec, Canada
$117M +$3.95M +24,504 +3%
Prudential Financial
71
Prudential Financial
New Jersey
$112M +$40.9M +254,012 +56%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$112M -$9.69M -60,148 -8%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$112M +$16.1M +100,166 +17%
Stifel Financial
74
Stifel Financial
Missouri
$110M -$195M -1,211,744 -63%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$109M -$49.9M -309,400 -31%

CB Hedge Fund Activity: Q1 2021 in Review

1,203 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2021, worth a combined $62.5B — up 2.5% from $61B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CB positions and 84 closed out — a net gain of 54 holders — while 447 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,203 institutional investors held Chubb (CB) as of Q1 2021, up from 1,165 in Q4 2020.
  • Funds reported $62.5B of Chubb stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 138 funds opened new Chubb positions in Q1 2021 and 84 closed out, a net change of +54 holders.
  • The largest Chubb buyer in Q1 2021 was Fidelity Investments, an estimated $446M added.
  • The largest Chubb seller in Q1 2021 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2021.