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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
LIA
976
LS Investment Advisors
Michigan
$236K
EM
977
Excalibur Management
Massachusetts
$235K
FAFN
978
First Affirmative Financial Network
Colorado
$235K +$238K +1,357 New
CFGS
979
Concourse Financial Group Securities
Alabama
$234K +$8.24K +47 +4%
SPWG
980
Sage Private Wealth Group
Illinois
$233K +$4.73K +27 +2%
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$232K -$526 -3 -0.2%
LFA
982
Legacy Financial Advisors
Kentucky
$231K -$175 -1 -0.1%
IAN
983
Integrated Advisors Network
Texas
$231K +$233K +1,330 New
BCP
984
Berkeley Capital Partners
Georgia
$231K +$233K +1,332 New
AW
985
ACG Wealth
Georgia
$229K +$351 +2 +0.2%
Financial Engines Advisors
986
Financial Engines Advisors
California
$228K -$976K -5,567 -81%
FI
987
Fosun International
China
$228K
VFA
988
Valeo Financial Advisors
Indiana
$225K +$227K +1,296 New
NSB
989
Norway Savings Bank
Maine
$223K +$2.1K +12 +0.9%
MSAM
990
Moloney Securities Asset Management
Missouri
$223K +$225K +1,286 New
MAFM
991
Mid Atlantic Financial Management
Pennsylvania
$221K -$526 -3 -0.2%
Q
992
QVR
California
$216K +$214K +1,223 +5,096%
CBN
993
Cadence Bank NA
Texas
$215K +$218K +1,242 New
FWM
994
FFT Wealth Management
Pennsylvania
$212K -$48.9K -279 -19%
EWM
995
Endurance Wealth Management
Rhode Island
$212K
PCWA
996
Pacific Capital Wealth Advisors
California
$212K +$214K +1,220 New
QWM
997
Quaker Wealth Management
New Jersey
$211K +$213K +1,217 New
MAG
998
Mayfair Advisory Group
Alabama
$211K +$214K +1,218 New
CI
999
CX Institutional
Indiana
$210K +$13.5K +77 +7%
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$210K +$212K +1,208 New

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.