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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
ADL
1126
Asset Dedication LLC
California
$158K +$42.5K +226 +38%
EIM
1127
Essex Investment Management
Massachusetts
$153K
TFP
1128
Tilia Fiduciary Partners
North Carolina
$150K +$146K +778 New
EBA
1129
Eagle Bay Advisors
New York
$149K -$124K -662 -46%
LCM
1130
Logan Capital Management
Pennsylvania
$149K -$751 -4 -0.5%
SSB
1131
Sandy Spring Bank
Maryland
$144K
JFA
1132
JNBA Financial Advisors
Minnesota
$142K +$19.3K +103 +16%
APP
1133
Alpha Paradigm Partners
Illinois
$141K -$504K -2,684 -79%
RE
1134
RBC Europe
United Kingdom
$141K -$421K -2,240 -75%
CFO
1135
CVA Family Office
Colorado
$137K +$11.5K +61 +9%
CHA
1136
Carmichael Hill & Associates
Maryland
$134K
DHGWA
1137
Dixon Hughes Goodman Wealth Advisors
North Carolina
$134K +$130K +694 New
Manulife (Manufacturers Life Insurance)
1138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K -$20.7M -110,325 -14%
SFO
1139
Standard Family Office
South Dakota
$131K +$128K +680 New
CBT
1140
CoreFirst Bank & Trust
Kansas
$130K
PCG
1141
Private Capital Group
Connecticut
$130K +$1.5K +8 +1%
SFG
1142
Steward Financial Group
Texas
$127K +$124K +662 New
CAM
1143
CenterStar Asset Management
Illinois
$125K
GWSG
1144
GPS Wealth Strategies Group
Colorado
$124K +$3.94K +21 +3%
AIM
1145
Anchor Investment Management
South Carolina
$123K +$16.9K +90 +16%
PB
1146
Pinnacle Bancorp
Nebraska
$122K
BFC
1147
Bedel Financial Consulting
Indiana
$121K +$1.5K +8 +1%
PP
1148
Pacifica Partners
Canada
$119K
TWA
1149
TCI Wealth Advisors
Arizona
$118K +$3.57K +19 +3%
MA
1150
MCF Advisors
Kentucky
$117K -$3.01K -16 -3%

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.