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1,203 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 447 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $146M | Put options by funds: $108M

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 1,1651,203 (+38)

7% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 419

3% more capital invested

Capital invested by funds: $61B → $62.5B (+$1.54B)

0.38% more ownership

Funds ownership: 87.64%88.03% (+0.38%)

Holders
1,203
Holders Change
+38
Holders Change %
+3.26%
% of All Funds
21.12%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
447
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1076
HHM Wealth Advisors
Tennessee
$63K
CB
1077
CNB Bank
Pennsylvania
$60K
PWA
1078
Phoenix Wealth Advisors
North Carolina
$60K +$21.1K +131 +54%
TC
1079
Trust Company
Kansas
$59K
FRA
1080
Front Row Advisors
California
$57K -$4.03K -25 -7%
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$57K
LWP
1082
Lumature Wealth Partners
Georgia
$56K +$57.4K +356 New
SCA
1083
Stonebridge Capital Advisors
Minnesota
$55K +$56.4K +350 New
CFA
1084
Carroll Financial Associates
North Carolina
$54K +$806 +5 +1%
AA
1085
Ancora Advisors
Ohio
$53K -$1.29K -8 -2%
LTI
1086
Laffer Tengler Investments
Tennessee
$52.9K
CCC
1087
Crescent Capital Consulting
Louisiana
$52K +$50.3K +312 +3,120%
AFS
1088
Annapolis Financial Services
Maryland
$50K
ADIM
1089
Alpha DNA Investment Management
Maryland
$49K
TIM
1090
Tortoise Investment Management
New York
$48K
SWA
1091
SOA Wealth Advisors
New York
$46K -$48.5K -301 -50%
FMII
1092
Farmers & Merchants Investments Inc
Nebraska
$45K
ONST
1093
Old North State Trust
North Carolina
$45K
GCM
1094
Gables Capital Management
Florida
$43K
TFIPS
1095
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.7K
BDWM
1096
Brewin Dolphin Wealth Management
Ireland
$42.2K
SGAM
1097
Smith Group Asset Management
Texas
$41K +$5.96K +37 +17%
GIA
1098
Goodwin Investment Advisory
Georgia
$41K +$41.6K +258 New
SFG
1099
Sage Financial Group
Pennsylvania
$39K
DOA
1100
D'Orazio & Associates
Virginia
$39K +$6.77K +42 +20%

CB Hedge Fund Activity: Q1 2021 in Review

1,203 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2021, worth a combined $62.5B — up 2.5% from $61B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CB positions and 84 closed out — a net gain of 54 holders — while 447 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,203 institutional investors held Chubb (CB) as of Q1 2021, up from 1,165 in Q4 2020.
  • Funds reported $62.5B of Chubb stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 138 funds opened new Chubb positions in Q1 2021 and 84 closed out, a net change of +54 holders.
  • The largest Chubb buyer in Q1 2021 was Fidelity Investments, an estimated $446M added.
  • The largest Chubb seller in Q1 2021 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2021.