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1,203 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 447 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $146M | Put options by funds: $108M

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 1,1651,203 (+38)

7% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 419

3% more capital invested

Capital invested by funds: $61B → $62.5B (+$1.54B)

0.38% more ownership

Funds ownership: 87.64%88.03% (+0.38%)

Holders
1,203
Holders Change
+38
Holders Change %
+3.26%
% of All Funds
21.12%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
447
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$107M -$3.37M -20,907 -3%
Citigroup
77
Citigroup
New York
$107M -$41.5M -257,422 -28%
AII
78
AGF Investments Inc
Ontario, Canada
$103M -$12.6M -78,463 -11%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$102M -$1.81M -11,238 -2%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$97.3M -$4.15M -25,777 -4%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$97.1M -$3.14M -19,513 -3%
AllianceBernstein
82
AllianceBernstein
Tennessee
$97M +$397K +2,463 +0.4%
RRAM
83
River Road Asset Management
Kentucky
$95.5M -$31.4M -195,086 -24%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$94.9M +$69M +428,390 +249%
OTPPB
85
Ontario Teachers' Pension Plan Board
Ontario, Canada
$91.8M +$7.83M +48,621 +9%
Capital Research Global Investors
86
Capital Research Global Investors
California
$87.8M -$15.1K -94 -0%
SSA
87
Schonfeld Strategic Advisors
New York
$87.8M +$85.8M +532,193 +2,281%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$86.2M -$32.6M -202,485 -27%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$86M -$81.7K -507 -0.1%
GT
90
Glenmede Trust
Pennsylvania
$85.2M -$714K -4,433 -0.8%
Millennium Management
91
Millennium Management
New York
$84.2M +$47.4M +294,178 +123%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$82.7M -$5.18M -32,171 -6%
RFC
93
Regions Financial Corp
Alabama
$80.3M +$1.1M +6,823 +1%
AT
94
AMF Tjänstepension
Sweden
$80.1M -$6.97M -43,251 -8%
HA
95
Homestead Advisers
Virginia
$78.9M -$4.51M -28,000 -5%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$74.8M -$30.6M -189,749 -29%
SSM
97
Sound Shore Management
Connecticut
$74.1M +$1.75M +10,876 +2%
CBT
98
Capital Bank & Trust
California
$72.8M -$1.46M -9,031 -2%
CIC
99
Crawford Investment Counsel
Georgia
$72M +$22.6K +140 +0%
CII
100
Capital International Inc
California
$71.7M -$1.14M -7,077 -2%

CB Hedge Fund Activity: Q1 2021 in Review

1,203 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2021, worth a combined $62.5B — up 2.5% from $61B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CB positions and 84 closed out — a net gain of 54 holders — while 447 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,203 institutional investors held Chubb (CB) as of Q1 2021, up from 1,165 in Q4 2020.
  • Funds reported $62.5B of Chubb stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 138 funds opened new Chubb positions in Q1 2021 and 84 closed out, a net change of +54 holders.
  • The largest Chubb buyer in Q1 2021 was Fidelity Investments, an estimated $446M added.
  • The largest Chubb seller in Q1 2021 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2021.