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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
HHGA
1001
Halbert Hargrove Global Advisors
California
$210K +$212K +1,212 New
PWMG
1002
Prestige Wealth Management Group
New Jersey
$209K +$18.4K +105 +10%
ACWM
1003
Adams Chetwood Wealth Management
North Carolina
$209K +$211K +1,203 New
NME
1004
Notis-McConarty Edward
$208K -$89.9K -513 -30%
ACM
1005
AUA Capital Management
Pennsylvania
$208K
ST
1006
Smithfield Trust
Pennsylvania
$208K
RIA
1007
Realta Investment Advisors
Delaware
$208K +$211K +1,201 New
KTC
1008
Kistler-Tiffany Companies
Pennsylvania
$207K -$5.61K -32 -3%
KCPG
1009
Kavar Capital Partners Group
Kansas
$207K +$209K +1,191 New
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$206K +$207K +1,183 New
PL
1011
Parthenon LLC
Kentucky
$204K +$206K +1,174 New
FRM
1012
Fox Run Management
Connecticut
$203K -$115K -656 -36%
OPOWM
1013
One Plus One Wealth Management
Florida
$203K +$205K +1,170 New
ECG
1014
Edge Capital Group
Georgia
$201K +$203K +1,160 New
SDWMA
1015
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$204K +1,161 New
AAM
1016
Advisors Asset Management
Colorado
$199K -$3.37M -19,209 -94%
PCH
1017
Polar Capital Holdings
United Kingdom
$194K -$12.4M -70,842 -6%
CT
1018
Caldwell Trust
Florida
$192K -$53.3K -304 -22%
ZB
1019
Zions Bancorporation
Utah
$188K +$13.7K +78 +8%
FHA
1020
First Horizon Advisors
Tennessee
$185K +$55.2K +315 +42%
HIA
1021
Harbor Investment Advisory
Maryland
$184K +$2.81K +16 +2%
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$180K
OC
1023
Oakworth Capital
Alabama
$180K +$26.3K +150 +17%
DSC
1024
Duncker Streett & Co
Missouri
$179K
FGAM
1025
Financial Gravity Asset Management
Texas
$173K +$10.5K +60 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.