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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
FWP
1101
Firethorn Wealth Partners
Georgia
$205K +$199K +1,060 New
MSS
1102
Mitchell Sinkler & Starr
Pennsylvania
$204K +$198K +1,053 New
KP
1103
Keel Point
Alabama
$204K +$198K +1,055 New
FA
1104
Financial Advisors
Massachusetts
$203K +$197K +1,050 New
WPC
1105
Wedmont Private Capital
Pennsylvania
$202K +$193K +1,025 New
NP
1106
NorthRock Partners
Minnesota
$202K +$196K +1,044 New
EWM
1107
Endowment Wealth Management
Wisconsin
$202K +$197K +1,047 New
NL
1108
NWAM LLC
Washington
$201K +$195K +1,039 New
RPWA
1109
Regent Peak Wealth Advisors
Georgia
$201K +$195K +1,039 New
RWP
1110
RWA Wealth Partners
Massachusetts
$201K +$196K +1,041 New
NG
1111
Northstar Group
New York
$201K +$196K +1,042 New
DSC
1112
Duncker Streett & Co
Missouri
$200K
FMTCOCP
1113
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$200K
ESB
1114
Essex Savings Bank
Connecticut
$200K +$194K +1,033 New
PCH
1115
Polar Capital Holdings
United Kingdom
$200K -$16.4M -87,164 -8%
HIA
1116
Harbor Investment Advisory
Maryland
$193K -$11.8K -63 -6%
ME
1117
McIlrath & Eck
Washington
$191K +$19.7K +105 +12%
CWP
1118
Concord Wealth Partners
Virginia
$186K +$131K +698 +264%
EW
1119
Evoke Wealth
California
$185K +$376 +2 +0.2%
M1FG
1120
Mach-1 Financial Group
Arkansas
$182K +$177K +941 New
ZIG
1121
Zullo Investment Group
Pennsylvania
$182K +$177K +944 New
HI
1122
Harbour Investments
Wisconsin
$174K -$110K -584 -39%
BEI
1123
Benjamin Edwards Inc
Missouri
$172K +$97.7K +520 +141%
CA
1124
CoreCap Advisors
Michigan
$162K +$158K +840 New
BAM
1125
Belpointe Asset Management
Nevada
$160K +$8.64K +46 +6%

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.