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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
WANY
1026
Wealthspire Advisors (New York)
New York
$265K -$593K -3,155 -70%
MIC
1027
Means Investment Company
Maine
$265K +$376 +2 +0.1%
ACM
1028
Advisors Capital Management
New Jersey
$262K -$10.7K -57 -4%
WB
1029
West Bancorporation
Iowa
$260K +$253K +1,345 New
CSIC
1030
Clifford Swan Investment Counsel
California
$259K
EM
1031
Excalibur Management
Massachusetts
$258K -$3.76K -20 -1%
CL
1032
CPWM LLC
Washington
$258K
BCP
1033
Berkeley Capital Partners
Georgia
$258K +$376 +2 +0.2%
CFGS
1034
Concourse Financial Group Securities
Alabama
$257K -$3.01K -16 -1%
AW
1035
ACG Wealth
Georgia
$256K +$376 +2 +0.2%
GPA
1036
Guerra Pan Advisors
New Jersey
$256K +$249K +1,326 New
AFS
1037
Axiom Financial Strategies
Indiana
$254K -$17.8K -95 -7%
GAM
1038
Gould Asset Management
California
$253K +$246K +1,311 New
FI
1039
Fosun International
China
$252K
JFGIW
1040
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$251K +$110K +583 +82%
MSAM
1041
Moloney Securities Asset Management
Missouri
$249K
NSB
1042
Norway Savings Bank
Maine
$248K
CIP
1043
Convergence Investment Partners
Florida
$247K -$140K -743 -37%
VFA
1044
Valeo Financial Advisors
Indiana
$247K -$3.57K -19 -1%
AWA
1045
Arete Wealth Advisors
Illinois
$246K +$239K +1,273 New
PWMG
1046
Prestige Wealth Management Group
New Jersey
$242K +$8.83K +47 +4%
SB
1047
Sunflower Bank
Texas
$241K -$22.9K -122 -9%
CBN
1048
Cadence Bank NA
Texas
$240K
ARG
1049
Advisory Resource Group
Oklahoma
$240K +$229K +1,219 New
PCWA
1050
Pacific Capital Wealth Advisors
California
$236K

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.