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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
BP
751
Ballentine Partners
Massachusetts
$566K +$701 +4 +0.1%
OPS
752
Orion Portfolio Solutions
Nebraska
$564K +$47.9K +273 +9%
CPWA
753
Cerro Pacific Wealth Advisors
California
$563K -$236K -1,346 -29%
TSW
754
Thompson Siegel & Walmsley
Virginia
$561K
SCM
755
Shelton Capital Management
Colorado
$559K
BG
756
Bollard Group
Massachusetts
$557K +$1.75K +10 +0.3%
NPA
757
Nichols & Pratt Advisers
Massachusetts
$556K
SFO
758
Stokes Family Office
Louisiana
$556K +$15.3K +87 +3%
FIM
759
Freedom Investment Management
Connecticut
$549K +$16K +91 +3%
HTHT
760
Hemenway Trust Hemenway Trust
New Hampshire
$548K -$7.89K -45 -1%
CCA
761
Checchi Capital Advisers
California
$547K +$16.8K +96 +3%
JWCA
762
J.W. Cole Advisors
Florida
$544K -$12.8K -73 -2%
Lido Advisors
763
Lido Advisors
California
$540K -$161K -916 -23%
IAIM
764
International Assets Investment Management
Florida
$540K -$42.2K -241 -7%
WA
765
Wealth Alliance
New York
$540K +$2.81K +16 +0.5%
BAS
766
Brown Advisory Securities
Maryland
$538K +$543K +3,097 New
WPW
767
Waldron Private Wealth
Pennsylvania
$537K +$65.2K +372 +14%
PPP
768
Private Portfolio Partners
New Jersey
$535K -$85.7K -489 -14%
PWP
769
Principle Wealth Partners
Connecticut
$533K -$3.33K -19 -0.6%
AC
770
Alexandria Capital
Virginia
$533K
TCM
771
Tributary Capital Management
Nebraska
$532K
SP
772
Symmetry Partners
Connecticut
$529K -$94K -536 -15%
WP
773
WMS Partners
Maryland
$529K -$12.6K -72 -2%
CCG
774
Ceeto Capital Group
Florida
$523K
WCA
775
Westover Capital Advisors
Delaware
$523K +$123K +699 +30%

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.