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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
SA
1076
Syntax Advisors
New York
$223K +$217K +1,155 New
VCG
1077
Vantage Consulting Group
Virginia
$223K +$217K +1,155 New
AUB
1078
Atlantic Union Bankshares
Virginia
$221K +$214K +1,141 New
FDCC
1079
Foster Dykema Cabot & Co
Massachusetts
$221K +$214K +1,141 New
OQS
1080
Occudo Quantitative Strategies
Florida
$221K +$215K +1,143 New
TC
1081
Titleist Capital
Texas
$221K +$215K +1,144 New
HSA
1082
HBK Sorce Advisory
Pennsylvania
$221K +$215K +1,145 New
VHAM
1083
Van Hulzen Asset Management
California
$220K +$214K +1,140 New
CT
1084
Caldwell Trust
Florida
$219K +$4.13K +22 +2%
HHGA
1085
Halbert Hargrove Global Advisors
California
$218K -$15.8K -84 -7%
HDIM
1086
Hanson & Doremus Investment Management
Vermont
$216K +$28.2K +150 +16%
ZB
1087
Zions Bancorporation
Utah
$215K +$5.07K +27 +2%
AWE
1088
Avidian Wealth Enterprises
Texas
$215K +$209K +1,115 New
CAG
1089
Crestwood Advisors Group
Massachusetts
$214K +$208K +1,106 New
LCM
1090
Laurion Capital Management
New York
$214K +$208K +1,106 New
NJBEST
1091
New Jersey Better Educational Savings Trust
New Jersey
$213K +$207K +1,100 New
MAM
1092
McLean Asset Management
Virginia
$212K +$201K +1,072 New
BJL
1093
Brighton Jones LLC
Washington
$210K +$204K +1,084 New
GWANC
1094
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K +$204K +1,085 New
GL
1095
Graypoint LLC
New York
$210K +$204K +1,088 New
LIA
1096
LS Investment Advisors
Michigan
$209K -$52.2K -278 -20%
JWM
1097
Janiczek Wealth Management
Colorado
$209K +$19.9K +106 +11%
SFG
1098
StrategIQ Financial Group
Indiana
$208K +$203K +1,079 New
ATWA
1099
Arbor Trust Wealth Advisors
Michigan
$207K +$200K +1,065 New
TC
1100
TwinBeech Capital
New York
$207K +$201K +1,071 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.