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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
CPC
976
Congress Park Capital
New York
$309K
OFS
977
OneAscent Financial Services
Alabama
$308K +$3.94K +21 +1%
QWM
978
QP Wealth Management
New Jersey
$306K
RGC
979
Roberts, Glore & Co
Illinois
$305K -$751 -4 -0.3%
F
980
F3Logic
Minnesota
$304K +$297K +1,580 New
GA
981
Geller Advisors
New York
$299K -$376 -2 -0.1%
HBCM
982
Heron Bay Capital Management
Michigan
$299K
WE
983
Wealth Effects
Massachusetts
$299K +$291K +1,549 New
FG
984
Fiduciary Group
Georgia
$297K
FRM
985
Foundation Resource Management
Arkansas
$297K
LFA
986
Legacy Financial Advisors
Kentucky
$297K +$37.8K +201 +15%
AP
987
Appleton Partners
Massachusetts
$295K -$22.5K -120 -7%
BHWM
988
Bar Harbor Wealth Management
New Hampshire
$295K -$6.58K -35 -2%
LSPW
989
Lake Street Private Wealth
Illinois
$295K +$286K +1,524 New
LPT
990
Legacy Private Trust
Wisconsin
$292K
LC
991
LCNB Corp
Ohio
$291K
EA
992
Eudaimonia Advisors
Tennessee
$291K +$283K +1,504 New
SAM
993
Steinberg Asset Management
New York
$290K -$36.6K -195 -12%
CA
994
Commerzbank Aktiengesellschaft
Germany
$290K
YMRC
995
Yorktown Management & Research Company
Virginia
$290K
BOPW
996
Brandywine Oak Private Wealth
Pennsylvania
$288K -$70.8K -377 -20%
AAP
997
Arax Advisory Partners
Colorado
$288K +$8.08K +43 +3%
FCBT
998
First Citizens Bank & Trust
North Carolina
$286K -$42.5K -226 -13%
TFCP
999
Twin Focus Capital Partners
Massachusetts
$286K +$277K +1,477 New
APP
1000
Avantax Planning Partners
Iowa
$285K -$101K -540 -27%

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.