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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
TFM
1151
TFC Financial Management
Massachusetts
$14K
GI
1152
Gradient Investments
Minnesota
$14K +$161 +1 +1%
Q
1153
QVR
California
$14K +$14.5K +90 New
NFSG
1154
Newbridge Financial Services Group
Florida
$13K
DWP
1155
Destiny Wealth Partners
Florida
$11K -$16.6K -103 -60%
VCM
1156
Versant Capital Management
Arizona
$11K
RA
1157
Resolute Advisors
California
$11K +$15.8K +98 New
CAL
1158
Capital Analysts LLC
Pennsylvania
$10K
CIA
1159
CSat Investment Advisory
Michigan
$10K +$1.13K +7 +13%
MHR
1160
Matthew Hamilton Rosenberg
$9K
WWM
1161
Wolff Wiese Magana
California
$9K
COCM
1162
Charter Oak Capital Management
New Hampshire
$8K
CA
1163
Crewe Advisors
Utah
$8K
OAJ
1164
Ogorek Anthony Joseph
New York
$7K
NIC
1165
Northwest Investment Counselors
Oregon
$7K +$6.93K +43 New
CMA
1166
Cedar Mountain Advisors
Oregon
$6K
CCM
1167
Cribstone Capital Management
Maine
$6K
IAS
1168
IMA Advisory Services
Colorado
$6K
MLFP
1169
MPS Loria Financial Planners
Illinois
$6K
TJHA
1170
Thomas J. Herzfeld Advisors
Florida
$6K
FCA
1171
FinTrust Capital Advisors
South Carolina
$5K -$10.6K -66 -66%
Kayne Anderson Rudnick Investment Management
1172
Kayne Anderson Rudnick Investment Management
California
$5K -$1.77K -11 -27%
EWA
1173
Evolution Wealth Advisors
Florida
$5K
MWM
1174
Mascoma Wealth Management
New Hampshire
$5K +$4.67K +29 New
HF
1175
Halpern Financial
Virginia
$4.74K +$4.83K +30 New

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.