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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
CC
901
Courier Capital
New York
$305K
FDS
902
First Dallas Securities
Texas
$304K +$52.6K +300 +21%
PCM
903
Prelude Capital Management
New York
$303K -$1.75M -9,956 -85%
IIC
904
Ironwood Investment Counsel
Arizona
$303K
GW
905
GW & Wade
Massachusetts
$303K +$2.63K +15 +0.9%
MCM
906
Manchester Capital Management
Vermont
$302K +$199K +1,135 +188%
NW
907
NewEdge Wealth
Pennsylvania
$301K -$363K -2,072 -54%
MWM
908
Meridian Wealth Management
Kentucky
$298K
NFG
909
Next Financial Group
Texas
$298K +$65.6K +374 +28%
MMG
910
Monetary Management Group
Missouri
$296K
FCBT
911
First Citizens Bank & Trust
North Carolina
$296K +$27.5K +157 +10%
4WM
912
44 Wealth Management
Oregon
$295K -$12.4K -71 -4%
WA
913
Wambolt & Associates
Colorado
$295K -$7.71K -44 -3%
FPS
914
Fieldpoint Private Securities
Connecticut
$295K +$14.4K +82 +5%
CT
915
Cambridge Trust
Massachusetts
$294K -$2.63K -15 -0.9%
SAM
916
Steinberg Asset Management
New York
$294K +$34.2K +195 +13%
HFG
917
Heron Financial Group
New York
$289K -$24.5K -140 -8%
IBOK
918
Independence Bank of Kentucky
Kentucky
$289K +$16.7K +95 +6%
FG
919
Fiduciary Group
Georgia
$288K
BCM
920
BTR Capital Management
California
$287K -$4.21K -24 -1%
MRCM
921
M&R Capital Management
New Jersey
$286K -$17.5K -100 -6%
AP
922
Appleton Partners
Massachusetts
$285K -$34.2K -195 -11%
CCA
923
Childress Capital Advisors
Texas
$284K +$7.19K +41 +3%
OIA
924
OneDigital Investment Advisors
Kansas
$283K -$19.3K -110 -6%
PL
925
Plancorp LLC
Missouri
$283K +$6.13K +35 +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.