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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
QWM
1051
Quaker Wealth Management
New Jersey
$236K +$188 +1 +0.1%
BFPW
1052
BOK Financial Private Wealth
Colorado
$236K +$230K +1,222 New
BMCM
1053
Bryn Mawr Capital Management
Pennsylvania
$235K +$1.31K +7 +0.6%
CI
1054
CX Institutional
Indiana
$234K -$376 -2 -0.2%
TFS
1055
Thoroughbred Financial Services
Tennessee
$234K +$227K +1,210 New
ACWM
1056
Adams Chetwood Wealth Management
North Carolina
$233K
ST
1057
Smithfield Trust
Pennsylvania
$233K
DI
1058
Diligent Investors
California
$233K +$227K +1,206 New
ACM
1059
AUA Capital Management
Pennsylvania
$232K
NME
1060
Notis-McConarty Edward
$232K
KTC
1061
Kistler-Tiffany Companies
Pennsylvania
$231K
PCIA
1062
Prime Capital Investment Advisors
Kansas
$231K +$225K +1,197 New
KCPG
1063
Kavar Capital Partners Group
Kansas
$230K
KIC
1064
Kensington Investment Counsel
California
$230K +$224K +1,190 New
EWM
1065
Endurance Wealth Management
Rhode Island
$229K -$6.39K -34 -3%
IC
1066
Intersect Capital
California
$229K +$223K +1,187 New
FFBTD
1067
First Financial Bank - Trust Division
Ohio
$228K
RIA
1068
Realta Investment Advisors
Delaware
$227K -$5.26K -28 -2%
PL
1069
Parthenon LLC
Kentucky
$227K
OPOWM
1070
One Plus One Wealth Management
Florida
$226K
SDWMA
1071
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
FCH
1072
Freestone Capital Holdings
Washington
$224K +$217K +1,157 New
BFS
1073
Bickling Financial Services
Massachusetts
$224K +$218K +1,159 New
ECG
1074
Edge Capital Group
Georgia
$223K -$939 -5 -0.4%
RMCM
1075
Reynders McVeigh Capital Management
Massachusetts
$223K +$217K +1,154 New

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.