We are live on ! Find out more

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
LF
1126
Lee Financial
Texas
$25K
FWM
1127
Filbrandt Wealth Management
Wisconsin
$24K
LWM
1128
Liberty Wealth Management
California
$24K
AIM
1129
Arcadia Investment Management
Michigan
$24K +$24.8K +154 New
SL
1130
Savior LLC
Massachusetts
$23K
AWMS
1131
Advocacy Wealth Management Services
Georgia
$22K -$5.96K -37 -21%
Loomis, Sayles & Company
1132
Loomis, Sayles & Company
Massachusetts
$21K -$7.25K -45 -26%
Nisa Investment Advisors
1133
Nisa Investment Advisors
Missouri
$19.2K -$737K -4,573 -4%
TFO
1134
Tarbox Family Office
California
$19K
BWL
1135
Bogart Wealth LLC
Virginia
$19K +$19.3K +120 New
CMBA
1136
C.M. Bidwell & Associates
Hawaii
$19K +$19.3K +120 New
AW
1137
Avion Wealth
Texas
$18K
LC
1138
Lindbrook Capital
California
$18K +$5.48K +34 +44%
Jones Financial Companies
1139
Jones Financial Companies
Missouri
$18K +$5.64K +35 +44%
MWP
1140
Meridian Wealth Partners
Pennsylvania
$18K +$18.4K +114 New
M
1141
MOTCO
Texas
$17K -$4.35K -27 -20%
RIM
1142
Rockbridge Investment Management
New York
$17K -$1.29K -8 -7%
CCM
1143
Copeland Capital Management
Pennsylvania
$17K
VIMU
1144
Veritas Investment Management (UK)
United Kingdom
$17K
PFSC
1145
Peoples Financial Services Corp
Pennsylvania
$16K
LWANC
1146
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
RWML
1147
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.9K +$967 +6 +7%
AIM
1148
Anchor Investment Management
South Carolina
$14.2K
LWA
1149
Lenox Wealth Advisors
New York
$14K -$26.1K -162 -65%
TAIM
1150
TD Ameritrade Investment Management
Nebraska
$14K

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.