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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
BBA
851
BLB&B Advisors
Pennsylvania
$369K -$17.5K -100 -4%
PP
852
Patten & Patten
Tennessee
$366K +$1.05K +6 +0.3%
RWM
853
Ritholtz Wealth Management
New York
$365K +$40.7K +232 +12%
FHA
854
Flagship Harbor Advisors
Massachusetts
$364K
EP
855
Edgestream Partners
New Jersey
$364K +$368K +2,099 New
WP
856
WealthSource Partners
California
$360K +$52.4K +299 +17%
Dodge & Cox
857
Dodge & Cox
California
$359K
PCP
858
Proficio Capital Partners
Massachusetts
$356K -$54.5K -311 -13%
NG
859
NatWest Group
United Kingdom
$356K
CWA
860
Clearview Wealth Advisors
Oregon
$355K +$38K +217 +12%
FNBT
861
FineMark National Bank & Trust
Florida
$352K -$51.2K -292 -13%
C
862
Certuity
Florida
$352K +$86.1K +491 +32%
CIP
863
Convergence Investment Partners
Florida
$351K -$24K -137 -6%
APP
864
Avantax Planning Partners
Iowa
$350K +$94.7K +540 +37%
CAM
865
Carret Asset Management
New York
$349K
FMB
866
Field & Main Bank
Kentucky
$348K +$17.5K +100 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
867
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$347K -$3.35M -19,100 -91%
VFIC
868
Valley Forge Investment Consultants
Pennsylvania
$347K
SWM
869
SeaCrest Wealth Management
New York
$344K +$15.8K +90 +5%
P
870
Pitcairn
Pennsylvania
$342K -$3.33K -19 -1%
FMLI
871
Fukoku Mutual Life Insurance
Japan
$341K
BC
872
Brookfield Corp
Ontario, Canada
$341K +$345K +1,968 New
WOC
873
West Oak Capital
California
$340K -$26.3K -150 -7%
VFA
874
Voya Financial Advisors
Connecticut
$340K +$4.73K +27 +1%
GC
875
Grimes & Company
Massachusetts
$340K +$9.47K +54 +3%

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.