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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
ACM
926
Allred Capital Management
Texas
$283K +$11.7K +67 +4%
CF
927
Centaurus Financial
California
$283K +$20.2K +115 +8%
EWM
928
Empirical Wealth Management
Washington
$280K -$37.7K -215 -12%
EF
929
Exeter Financial
Arizona
$280K
RW
930
Rede Wealth
Virginia
$280K
FM
931
Family Management
New York
$279K -$15.4K -88 -5%
ABC
932
Associated Banc-Corp
Wisconsin
$278K
CPC
933
Congress Park Capital
New York
$278K
QWM
934
QP Wealth Management
New Jersey
$275K -$3.15K -18 -1%
RGC
935
Roberts, Glore & Co
Illinois
$274K
OFS
936
OneAscent Financial Services
Alabama
$273K +$275K +1,566 New
BHWM
937
Bar Harbor Wealth Management
New Hampshire
$272K +$6.13K +35 +2%
Credit Agricole
938
Credit Agricole
France
$269K
GA
939
Geller Advisors
New York
$269K +$23.8K +136 +10%
HBCM
940
Heron Bay Capital Management
Michigan
$268K
FRM
941
Foundation Resource Management
Arkansas
$267K
PFWA
942
Paces Ferry Wealth Advisors
Georgia
$264K -$28.6K -163 -10%
LPT
943
Legacy Private Trust
Wisconsin
$262K -$43.8K -250 -14%
SG
944
Stonnington Group
California
$262K
LC
945
LCNB Corp
Ohio
$261K
PMG
946
ProVise Management Group
Florida
$260K -$22.1K -126 -8%
CA
947
Commerzbank Aktiengesellschaft
Germany
$260K
YMRC
948
Yorktown Management & Research Company
Virginia
$260K
CL
949
CPWM LLC
Washington
$258K -$1.93K -11 -0.7%
CSIC
950
Clifford Swan Investment Counsel
California
$258K

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.