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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
CCA
1101
Column Capital Advisors
Indiana
$39K +$32.2K +200 +444%
BAMG
1102
Brand Asset Management Group
Missouri
$39K +$40.3K +250 New
FCM
1103
Firestone Capital Management
Florida
$38K
FFA
1104
Freedman Financial Associates
Massachusetts
$38K
MAM
1105
Marquette Asset Management
Minnesota
$37K
AP
1106
Atwood & Palmer
Missouri
$36K +$16.1K +100 +77%
POIA
1107
Pin Oak Investment Advisors
Texas
$35K
GWS
1108
Glassman Wealth Services
Virginia
$34K +$5.48K +34 +19%
AWA
1109
Arkadios Wealth Advisors
Georgia
$34K +$9.51K +59 +37%
AS
1110
Altshuler Shaham
Israel
$34K +$34.3K +213 New
SWG
1111
Summit Wealth Group
Vermont
$34K +$34.8K +216 New
APW
1112
Acima Private Wealth
Virginia
$33K
BWM
1113
Baystate Wealth Management
Massachusetts
$32K +$161 +1 +0.5%
IRC
1114
Investors Research Corp
Georgia
$31K
WPA
1115
West Paces Advisors
Georgia
$30K +$25K +155 +443%
GTAM
1116
Global Trust Asset Management
Florida
$30K
AP
1117
Arlington Partners
Alabama
$30K +$2.1K +13 +7%
EI
1118
Ellevest Inc
New York
$29K +$6.77K +42 +29%
BMD
1119
Better Money Decisions
New Mexico
$29K +$29.6K +184 New
BWP
1120
Baldwin Wealth Partners
Massachusetts
$28K -$28.2K -175 -50%
OSNBOA
1121
Old Second National Bank of Aurora
Illinois
$28K
AIG
1122
American International Group
New York
$26.2K -$677K -4,200 -2%
TFS
1123
TrustCore Financial Services
Tennessee
$26K +$5.48K +34 +26%
APWA
1124
Atlas Private Wealth Advisors
New Jersey
$26K +$19.3K +120 +273%
WAP
1125
Wealthcare Advisory Partners
Pennsylvania
$26K +$26.4K +164 New

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.