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1,321 hedge funds and large institutions have $72.6B invested in Chubb in 2021 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 459 increasing their positions, 434 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 75

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

10% more capital invested

Capital invested by funds: $65.9B → $72.6B (+$6.7B)

10% more funds holding

Funds holding: 1,2051,321 (+116)

6% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 434

0.87% more ownership

Funds ownership: 86.88%87.75% (+0.87%)

13% less call options, than puts

Call options by funds: $167M | Put options by funds: $192M

Holders
1,321
Holders Change
+116
Holders Change %
+9.63%
% of All Funds
20.33%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.34%
New
213
Increased
459
Reduced
434
Closed
75
Calls
$167M
Puts
$192M
Net Calls
-$25.7M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$212M +$5.86M +31,221 +3%
MWP
52
MYCIO Wealth Partners
Pennsylvania
$183M -$2.91M -15,490 -2%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$179M -$10.6M -56,637 -6%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$177M -$5.14M -27,369 -3%
ProShare Advisors
55
ProShare Advisors
Maryland
$175M -$8.61M -45,858 -5%
AQR Capital Management
56
AQR Capital Management
Connecticut
$165M +$40.1M +213,703 +33%
JFL
57
Jarislowsky, Fraser Ltd
Quebec, Canada
$165M +$2.96M +15,768 +2%
US Bancorp
58
US Bancorp
Minnesota
$164M -$2.1M -11,160 -1%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$163M +$6.54M +34,799 +4%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$152M +$2.59M +13,787 +2%
Stifel Financial
61
Stifel Financial
Missouri
$148M +$1.42M +7,569 +1%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$141M -$4.12M -21,948 -3%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$139M +$46.6M +248,000 +53%
NI
64
Nuance Investments
Missouri
$137M -$66.4M -353,472 -33%
CIM
65
Confluence Investment Management
Missouri
$135M -$5.87M -31,264 -4%
CB
66
Cooke & Bieler
Pennsylvania
$135M -$22.7M -120,826 -15%
CS
67
Credit Suisse
Switzerland
$134M -$4.46M -23,766 -3%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$134M +$22.5M +119,666 +21%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$133M
Barrow, Hanley, Mewhinney & Strauss
70
Barrow, Hanley, Mewhinney & Strauss
Texas
$132M -$343M -1,824,639 -73%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$129M +$144K +765 +0.1%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$122M +$20.8M +110,828 +21%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$117M -$37M -196,953 -25%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$112M -$1.27M -6,771 -1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$111M +$1.71M +9,088 +2%

CB Hedge Fund Activity: Q4 2021 in Review

1,321 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2021, worth a combined $72.6B — up 10% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new CB positions and 75 closed out — a net gain of 138 holders — while 459 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $343M.

  • 1,321 institutional investors held Chubb (CB) as of Q4 2021, up from 1,205 in Q3 2021.
  • Funds reported $72.6B of Chubb stock for Q4 2021, up 10% quarter-over-quarter.
  • 213 funds opened new Chubb positions in Q4 2021 and 75 closed out, a net change of +138 holders.
  • The largest Chubb buyer in Q4 2021 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Chubb seller in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2021.