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1,205 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: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
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
EP
726
Eudaimonia Partners
Tennessee
$646K +$341K +1,944 +109%
EP
727
EPIQ Partners
Minnesota
$644K +$130K +742 +25%
GIA
728
Guyasuta Investment Advisors
Pennsylvania
$634K -$45.8K -261 -7%
TCA
729
Transcend Capital Advisors
New Jersey
$631K +$591K +3,371 New
GCM
730
GoodHaven Capital Management
New Jersey
$629K -$1.09M -6,245 -63%
BPM
731
Bowling Portfolio Management
Ohio
$629K -$876 -5 -0.1%
BHA
732
Beech Hill Advisors
New York
$625K
CCM
733
Compton Capital Management
Rhode Island
$625K
AssetMark Inc
734
AssetMark Inc
California
$624K -$876 -5 -0.1%
CIM
735
CIM Investment Management
Pennsylvania
$623K -$3.86K -22 -0.6%
HL
736
HeadInvest LLC
Maine
$618K -$61.9K -353 -9%
BI
737
Ballast Inc
Kentucky
$614K +$18.9K +108 +3%
AFM
738
Abbot Financial Management
Massachusetts
$610K +$175 +1 +0%
BRWM
739
B. Riley Wealth Management
Tennessee
$599K +$18.1K +103 +3%
DP
740
Dearborn Partners
Illinois
$599K +$82.6K +471 +16%
CG
741
CFO4Life Group
Texas
$597K +$603K +3,439 New
FAB
742
First American Bank
Illinois
$594K
FBT
743
First Bankers Trust
Kentucky
$592K +$186K +1,059 +45%
APP
744
Alpha Paradigm Partners
Illinois
$592K +$598K +3,412 New
ATIA
745
American Trust Investment Advisors
New Hampshire
$587K
MCM
746
Murphy Capital Management
New Jersey
$584K +$35.1K +200 +6%
SWP
747
Stratos Wealth Partners
Ohio
$583K +$22.1K +126 +4%
ST
748
Spinnaker Trust
Maine
$580K +$114K +651 +24%
NAMP
749
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$571K +$42.1K +240 +8%
WC
750
Westhampton Capital
North Carolina
$567K

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 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.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 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.