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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
BWP
1126
Baldwin Wealth Partners
Massachusetts
$30K
DWP
1127
Destiny Wealth Partners
Florida
$30K +$30K +171 New
CCC
1128
Crescent Capital Consulting
Louisiana
$29K
FWM
1129
Filbrandt Wealth Management
Wisconsin
$26K
Loomis, Sayles & Company
1130
Loomis, Sayles & Company
Massachusetts
$24K
AWMS
1131
Advocacy Wealth Management Services
Georgia
$24K +$5.43K +31 +28%
EL
1132
EMFO LLC
Florida
$22K
RIM
1133
Rockbridge Investment Management
New York
$22K +$3.68K +21 +20%
BIA
1134
Bell Investment Advisors
California
$22K +$21.9K +125 New
BWL
1135
Bogart Wealth LLC
Virginia
$21K
CYG
1136
Clean Yield Group
Vermont
$21K
CMBA
1137
C.M. Bidwell & Associates
Hawaii
$21K
TFO
1138
Tarbox Family Office
California
$21K
TCM
1139
Tradewinds Capital Management
Washington
$21K
LC
1140
Lindbrook Capital
California
$21K +$5.43K +31 +35%
AW
1141
Avion Wealth
Texas
$20K
SWM
1142
Sugarloaf Wealth Management
Georgia
$19K
VIMU
1143
Veritas Investment Management (UK)
United Kingdom
$19K
MHR
1144
Matthew Hamilton Rosenberg
$19K +$9.47K +54 +93%
Nisa Investment Advisors
1145
Nisa Investment Advisors
Missouri
$18.3K +$254K +1,450 +1%
LWANC
1146
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K
PFSC
1147
Peoples Financial Services Corp
Pennsylvania
$17K
RA
1148
Resolute Advisors
California
$17K
SWM
1149
Selective Wealth Management
Virginia
$17K +$17.5K +100 New
FP
1150
Financial Perspectives
Minnesota
$16.3K

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.