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1,208 hedge funds and large institutions have $61.1B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $199M | Put options by funds: $98.6M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 412

0% more funds holding

Funds holding: 1,2021,208 (+6)

2% less capital invested

Capital invested by funds: $62.5B → $61.1B (-$1.46B)

2.25% less ownership

Funds ownership: 88.03%85.78% (-2.2%)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
1,208
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21.03%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
495
Reduced
412
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1151
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
PFSC
1152
Peoples Financial Services Corp
Pennsylvania
$16K
RA
1153
Resolute Advisors
California
$16K
LWA
1154
Lenox Wealth Advisors
New York
$16K +$2.15K +13 +15%
SIS
1155
Sound Income Strategies
Florida
$16K +$12.6K +76 +330%
ETC
1156
Exchange Traded Concepts
Oklahoma
$16K +$17.1K +103 New
FP
1157
Financial Perspectives
Minnesota
$14.9K -$2.45M -14,755 -99%
LC
1158
Lindbrook Capital
California
$14K -$3.81K -23 -21%
NFSG
1159
Newbridge Financial Services Group
Florida
$14K
TFM
1160
TFC Financial Management
Massachusetts
$14K
WWM
1161
Wolff Wiese Magana
California
$14K +$5.97K +36 +67%
KFI
1162
Key Financial Inc
Pennsylvania
$12K +$7.96K +48 +209%
WPA
1163
West Paces Advisors
Georgia
$11.3K -$19.7K -119 -63%
PGWM
1164
Parisi Gray Wealth Management
New Jersey
$11K +$10.9K +66 New
CAL
1165
Capital Analysts LLC
Pennsylvania
$10K
HR
1166
Howe & Rusling
New York
$10K +$7.79K +47 +261%
AIM
1167
Arcadia Investment Management
Michigan
$9K -$15.9K -96 -62%
MHR
1168
Matthew Hamilton Rosenberg
$9K
RDWM
1169
Red Door Wealth Management
Tennessee
$9K +$9.78K +59 New
WIA
1170
Wealthstreet Investment Advisors
Texas
$8K -$236K -1,425 -97%
COCM
1171
Charter Oak Capital Management
New Hampshire
$8K
APWA
1172
Atlas Private Wealth Advisors
New Jersey
$7K -$19.9K -120 -73%
CCM
1173
Cribstone Capital Management
Maine
$7K
OAJ
1174
Ogorek Anthony Joseph
New York
$7K
TJHA
1175
Thomas J. Herzfeld Advisors
Florida
$7K +$1.66K +10 +29%

CB Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2021, worth a combined $61.1B — down 2.3% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 69 closed out — a net gain of 21 holders — while 495 added to existing stakes and 412 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $218M. The largest seller was T. Rowe Price Associates, cutting an estimated $714M.

  • 1,208 institutional investors held Chubb (CB) as of Q2 2021, up from 1,202 in Q1 2021.
  • Funds reported $61.1B of Chubb stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q2 2021 and 69 closed out, a net change of +21 holders.
  • The largest Chubb buyer in Q2 2021 was Wellington Management Group, an estimated $218M added.
  • The largest Chubb seller in Q2 2021 was T. Rowe Price Associates, an estimated $714M sold.

Based on aggregated 13F filings for Q2 2021.