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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
HI
951
Harbour Investments
Wisconsin
$257K +$20.7K +118 +9%
BSW
952
Buckingham Strategic Wealth
Missouri
$254K -$7.19K -41 -3%
RG
953
Renaissance Group
Kentucky
$254K
EWA
954
EP Wealth Advisors
California
$254K +$6.66K +38 +3%
ACP
955
Ashfield Capital Partners
California
$253K
HIP
956
HUB Investment Partners
Texas
$253K +$1.23K +7 +0.5%
BCA
957
Berman Capital Advisors
Georgia
$252K +$89.1K +508 +54%
EBA
958
Eagle Bay Advisors
New York
$252K +$115K +655 +84%
FANJ
959
Financial Architects (New Jersey)
New Jersey
$251K -$134K -765 -35%
AAP
960
Arax Advisory Partners
Colorado
$251K -$16.3K -93 -6%
LFF
961
Level Four Financial
Texas
$246K +$249K +1,419 New
ACM
962
Advisors Capital Management
New Jersey
$245K +$20.9K +119 +9%
PCM
963
Penserra Capital Management
California
$245K +$24.5K +140 +11%
AFS
964
Axiom Financial Strategies
Indiana
$244K +$1.23K +7 +0.5%
CIA
965
Capital Investment Advisors
Georgia
$243K -$1.05K -6 -0.4%
PNAA
966
Pictet North America Advisors
Switzerland
$243K
TA
967
Tectonic Advisors
Texas
$243K
FC
968
FORA Capital
Florida
$243K +$245K +1,400 New
PPG
969
Peak Planning Group
Colorado
$241K +$243K +1,387 New
GIA
970
GHP Investment Advisors
Colorado
$239K -$38.7K -221 -14%
9WM
971
9258 Wealth Management
Ohio
$239K -$12.4K -71 -5%
SA
972
Strategic Advisors
New York
$239K +$242K +1,381 New
MIC
973
Means Investment Company
Maine
$238K +$175 +1 +0.1%
SB
974
Sunflower Bank
Texas
$237K -$26.5K -151 -10%
SPC
975
Sigma Planning Corp
Michigan
$236K -$114K -651 -32%

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.