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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
LPWM
1051
Lake Point Wealth Management
Texas
$104K
PP
1052
Pacifica Partners
Canada
$104K
ADL
1053
Asset Dedication LLC
California
$103K -$14.9K -85 -13%
TWA
1054
TCI Wealth Advisors
Arizona
$103K +$8.41K +48 +9%
DAM
1055
Delta Asset Management
Tennessee
$101K -$4.38K -25 -4%
CHC
1056
City Holding Co
West Virginia
$97K
HCP
1057
Hexagon Capital Partners
Arkansas
$95K -$6.49K -37 -6%
JWA
1058
JFS Wealth Advisors
Pennsylvania
$95K +$3.15K +18 +3%
AIM
1059
Anchor Investment Management
South Carolina
$94.7K +$30.7K +175 +47%
SFP
1060
Sterling Financial Planning
New Jersey
$90K
WBC
1061
West Branch Capital
Massachusetts
$88K +$351 +2 +0.4%
LWP
1062
Lumature Wealth Partners
Georgia
$84K +$4.03K +23 +5%
FFC
1063
First Financial Corp
Indiana
$83K
SC
1064
Sawyer & Company
Massachusetts
$83K
CWC
1065
Carolinas Wealth Consulting
North Carolina
$80K
ASBI
1066
American State Bank (Iowa)
Iowa
$78.9K
BCA
1067
Bray Capital Advisors
Florida
$77K
CFO
1068
CVA Family Office
Colorado
$75K +$34K +194 +43%
GI
1069
Gradient Investments
Minnesota
$74K +$35.2K +201 +90%
SIC
1070
Salem Investment Counselors
North Carolina
$73K
SWA
1071
Sutton Wealth Advisors
Florida
$71K +$526 +3 +0.7%
PWA
1072
Phoenix Wealth Advisors
North Carolina
$70K +$8.77K +50 +14%
BCM
1073
Blume Capital Management
California
$69K
HWA
1074
HHM Wealth Advisors
Tennessee
$69K
KPCM
1075
Kings Point Capital Management
New York
$69K

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.