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1,321 hedge funds and large institutions have $72.6B invested in Chubb in 2021 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 459 increasing their positions, 434 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 75

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

10% more capital invested

Capital invested by funds: $65.9B → $72.6B (+$6.7B)

10% more funds holding

Funds holding: 1,2051,321 (+116)

6% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 434

0.87% more ownership

Funds ownership: 86.88%87.75% (+0.87%)

13% less call options, than puts

Call options by funds: $167M | Put options by funds: $192M

Holders
1,321
Holders Change
+116
Holders Change %
+9.63%
% of All Funds
20.33%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.34%
New
213
Increased
459
Reduced
434
Closed
75
Calls
$167M
Puts
$192M
Net Calls
-$25.7M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$108M +$9.89M +52,670 +10%
Capital Research Global Investors
77
Capital Research Global Investors
California
$107M +$85.8K +457 +0.1%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$107M -$29.6M -157,667 -22%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$105M -$3.76M -20,028 -4%
GT
80
Glenmede Trust
Pennsylvania
$101M -$324K -1,725 -0.3%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$97.6M -$36.4M -193,587 -28%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$97.6M -$1.69M -9,011 -2%
HA
83
Homestead Advisers
Virginia
$94.6M -$782K -4,164 -0.8%
CIC
84
Crawford Investment Counsel
Georgia
$93.4M -$1.12M -5,986 -1%
RFC
85
Regions Financial Corp
Alabama
$92.3M +$137K +729 +0.2%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$91.3M -$10.4M -55,134 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.8M +$17.4M +92,425 +25%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$87.8M -$65.8M -350,450 -44%
DAM
89
Davis Asset Management
California
$87M
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$86.6M +$21.5M +114,589 +34%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$85.3M +$23.9M +127,369 +41%
EWM
92
Evercore Wealth Management
New York
$85M +$457K +2,432 +0.6%
CGPCS
93
Capital Group Private Client Services
California
$84.8M -$2.24M -11,899 -3%
AII
94
AGF Investments Inc
Ontario, Canada
$84.4M -$6.47M -34,423 -7%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$80.3M +$1.21M +6,461 +2%
Citigroup
96
Citigroup
New York
$79.1M -$13.3M -70,806 -15%
GLA
97
Great Lakes Advisors
Illinois
$77.1M -$1.87M -9,930 -2%
WF
98
Welch & Forbes
Massachusetts
$76.5M +$1.14M +6,045 +2%
CI
99
Cincinnati Insurance
Ohio
$76.1M
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$76.1M -$15.8M -84,116 -18%

CB Hedge Fund Activity: Q4 2021 in Review

1,321 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2021, worth a combined $72.6B — up 10% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 213 funds opened new CB positions and 75 closed out — a net gain of 138 holders — while 459 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $343M.

  • 1,321 institutional investors held Chubb (CB) as of Q4 2021, up from 1,205 in Q3 2021.
  • Funds reported $72.6B of Chubb stock for Q4 2021, up 10% quarter-over-quarter.
  • 213 funds opened new Chubb positions in Q4 2021 and 75 closed out, a net change of +138 holders.
  • The largest Chubb buyer in Q4 2021 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Chubb seller in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2021.