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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
SWA
1101
SOA Wealth Advisors
New York
$46K -$17.5K -100 -27%
DOA
1102
D'Orazio & Associates
Virginia
$46K +$2.81K +16 +6%
CCA
1103
Column Capital Advisors
Indiana
$43K
SFG
1104
Sage Financial Group
Pennsylvania
$43K
FMII
1105
Farmers & Merchants Investments Inc
Nebraska
$42K -$16.3K -93 -28%
FFA
1106
Freedman Financial Associates
Massachusetts
$42K
Jones Financial Companies
1107
Jones Financial Companies
Missouri
$41K
AP
1108
Atwood & Palmer
Missouri
$40K
MAM
1109
Marquette Asset Management
Minnesota
$40K
SGAM
1110
Smith Group Asset Management
Texas
$40K +$2.81K +16 +7%
FCM
1111
Firestone Capital Management
Florida
$38K
PCH
1112
PGIM Custom Harvest
New Jersey
$38K
POIA
1113
Pin Oak Investment Advisors
Texas
$38K
FPFS
1114
First Personal Financial Services
North Carolina
$37K
TFS
1115
TrustCore Financial Services
Tennessee
$37K
OSNBOA
1116
Old Second National Bank of Aurora
Illinois
$37K +$5.79K +33 +18%
APW
1117
Acima Private Wealth
Virginia
$36K
BWM
1118
Baystate Wealth Management
Massachusetts
$36K +$175 +1 +0.5%
IRC
1119
Investors Research Corp
Georgia
$35K
SIM
1120
Sonora Investment Management
Arizona
$35K
GTAM
1121
Global Trust Asset Management
Florida
$33K
EI
1122
Ellevest Inc
New York
$33K +$8.59K +49 +34%
BMD
1123
Better Money Decisions
New Mexico
$32K
LWM
1124
Liberty Wealth Management
California
$32K +$5.96K +34 +23%
AP
1125
Arlington Partners
Alabama
$30K -$2.28K -13 -7%

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.