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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
PFWA
1001
Paces Ferry Wealth Advisors
Georgia
$285K -$8.83K -47 -3%
IA
1002
IFP Advisors
Florida
$284K -$390K -2,077 -59%
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$284K +$25.4K +135 +10%
RG
1004
Renaissance Group
Kentucky
$283K
ACP
1005
Ashfield Capital Partners
California
$282K
LC
1006
Lindbrook Capital
California
$282K +$252K +1,339 +1,125%
SPC
1007
Sigma Planning Corp
Michigan
$281K +$18K +96 +7%
FANJ
1008
Financial Architects (New Jersey)
New Jersey
$280K
EA
1009
Echo45 Advisors
California
$280K +$272K +1,446 New
FHA
1010
First Horizon Advisors
Tennessee
$279K +$70.6K +376 +35%
ZIM
1011
Zacks Investment Management
Illinois
$278K +$270K +1,437 New
FAFN
1012
First Affirmative Financial Network
Colorado
$277K +$14.3K +76 +6%
CA
1013
Carson Advisory
Georgia
$274K +$266K +1,415 New
CIA
1014
Capital Investment Advisors
Georgia
$273K +$1.88K +10 +0.7%
EAM
1015
Empirical Asset Management
Massachusetts
$273K +$265K +1,413 New
PNAA
1016
Pictet North America Advisors
Switzerland
$271K
TA
1017
Tectonic Advisors
Texas
$271K
PMG
1018
ProVise Management Group
Florida
$269K -$19.7K -105 -7%
SA
1019
Strategic Advisors
New York
$269K +$2.25K +12 +0.9%
DU
1020
Delphia (USA)
Ontario, Canada
$269K +$262K +1,393 New
PPG
1021
Peak Planning Group
Colorado
$267K -$939 -5 -0.4%
PIM
1022
Perpetual Investment Management
Australia
$267K -$8.92M -47,482 -97%
GIA
1023
GHP Investment Advisors
Colorado
$266K
SPWG
1024
Sage Private Wealth Group
Illinois
$266K +$7.33K +39 +3%
IAN
1025
Integrated Advisors Network
Texas
$266K +$8.64K +46 +3%

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.