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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
JIC
876
Joel Isaacson & Co
New York
$339K
WJWM
877
Williams Jones Wealth Management
New York
$337K +$3.51K +20 +1%
OWM
878
OneAscent Wealth Management
Alabama
$334K +$336K +1,918 New
KPW
879
Kore Private Wealth
New York
$332K +$1.93K +11 +0.6%
CC
880
Centiva Capital
New York
$331K -$2.3M -13,122 -87%
SFG
881
Summit Financial Group
West Virginia
$328K
YWP
882
YorkBridge Wealth Partners
New York
$328K
CFFP
883
Center for Financial Planning
Michigan
$326K +$26.8K +153 +9%
MW
884
Marcum Wealth
Ohio
$325K -$10.7K -61 -3%
XSC
885
X-Square Capital
Puerto Rico
$325K +$69.9K +399 +27%
HCP
886
Holt Capital Partners
Texas
$324K
BOPW
887
Brandywine Oak Private Wealth
Pennsylvania
$324K +$70.1K +400 +27%
PI
888
Putnam Investments
Massachusetts
$323K -$6.49K -37 -2%
IP
889
Investment Partners
Ohio
$323K +$1.4K +8 +0.4%
BAM
890
Barrett Asset Management
New York
$322K +$38.6K +220 +13%
EGM
891
Engineers Gate Manager
New York
$320K -$2.03M -11,564 -86%
AC
892
Arjuna Capital
North Carolina
$319K +$323K +1,840 New
SCM
893
Stonebridge Capital Management
California
$317K
ACA
894
Atlas Capital Advisors
Wyoming
$315K
JF
895
Jump Financial
Illinois
$313K +$316K +1,804 New
EGA
896
E&G Advisors
Texas
$310K +$313K +1,786 New
FFN
897
Focus Financial Network
Minnesota
$308K +$1.58K +9 +0.5%
WFI
898
West Family Investments
California
$307K +$29.8K +170 +11%
FNB
899
Farmers National Bank
Kentucky
$306K +$349K +1,991 New
AT
900
Arden Trust
Delaware
$305K

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.