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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
PFBT
801
Parkside Financial Bank & Trust
Missouri
$468K +$21.7K +124 +5%
AIA
802
Angeles Investment Advisors
California
$468K +$471K +2,685 New
HPC
803
HM Payson & Co
Maine
$460K -$319K -1,820 -41%
HCM
804
HMS Capital Management
Tennessee
$453K +$23.1K +132 +5%
PA
805
Parallel Advisors
California
$450K +$90.1K +514 +25%
ESCM
806
Echo Street Capital Management
New York
$443K -$419K -2,390 -48%
WIC
807
Whitegate Investment Counselors
New Hampshire
$442K
JIP
808
Jaffetilchin Investment Partners
Florida
$442K +$206K +1,177 +86%
MIM
809
Merrion Investment Management
New Jersey
$437K
BHC
810
Bowen Hanes & Co
Florida
$435K
NEGWA
811
New England Guild Wealth Advisors
Connecticut
$433K
QI
812
Qtron Investments
Massachusetts
$428K +$432K +2,467 New
1W
813
1776 Wealth
Georgia
$427K -$11.6K -66 -3%
QCG
814
Quadrant Capital Group
Ohio
$421K -$36.5K -208 -8%
MI
815
Markston International
New York
$421K
MMPW
816
Mitchell McLeod Pugh & Williams
Alabama
$421K
EHC
817
Everett Harris & Co
California
$420K -$46.3K -264 -10%
FCCM
818
First City Capital Management
Georgia
$420K -$3.51K -20 -0.8%
VBCG
819
Valley Brook Capital Group
Pennsylvania
$418K
EWA
820
Encompass Wealth Advisors
Oregon
$417K
5L
821
55I LLC
Massachusetts
$417K +$421K +2,401 New
MYLI
822
Meiji Yasuda Life Insurance
Japan
$414K -$263K -1,500 -39%
EARNEST Partners
823
EARNEST Partners
Georgia
$414K -$17.9K -102 -4%
LIM
824
Leavell Investment Management
Alabama
$413K +$5.96K +34 +1%
RPC
825
Rossmore Private Capital
Connecticut
$412K +$7.89K +45 +2%

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.