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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
CCM
1151
Copeland Capital Management
Pennsylvania
$16K -$4.03K -23 -20%
ETC
1152
Exchange Traded Concepts
Oklahoma
$16K -$1.58K -9 -9%
SIS
1153
Sound Income Strategies
Florida
$15K -$2.45K -14 -14%
TFM
1154
TFC Financial Management
Massachusetts
$15K
PFGIA
1155
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$9.29K +53 +171%
WWM
1156
Wolff Wiese Magana
California
$14K -$1.23K -7 -8%
KFI
1157
Key Financial Inc
Pennsylvania
$12K
CAL
1158
Capital Analysts LLC
Pennsylvania
$11K
WWMSC
1159
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$9.47K +54 New
AIM
1160
Arcadia Investment Management
Michigan
$10K
WIA
1161
Wealthstreet Investment Advisors
Texas
$9K
APWA
1162
Atlas Private Wealth Advisors
New Jersey
$8K
COCM
1163
Charter Oak Capital Management
New Hampshire
$8K
OAJ
1164
Ogorek Anthony Joseph
New York
$8K
TJHA
1165
Thomas J. Herzfeld Advisors
Florida
$8K
VCM
1166
Versant Capital Management
Arizona
$8K +$1.58K +9 +24%
HI
1167
Hudock Inc
Pennsylvania
$8K +$5.96K +34 +227%
GKWIM
1168
Gerber Kawasaki Wealth & Investment Management
California
$8K +$8.41K +48 New
TAIM
1169
TD Ameritrade Investment Management
Nebraska
$7K -$8.94K -51 -46%
HR
1170
Howe & Rusling
New York
$7K -$3.86K -22 -34%
CCM
1171
Cribstone Capital Management
Maine
$7K
GPA
1172
Guidance Point Advisors
Massachusetts
$7K +$7.19K +41 New
WPA
1173
West Paces Advisors
Georgia
$6.07K -$6.31K -36 -51%
CMA
1174
Cedar Mountain Advisors
Oregon
$6K
EWA
1175
Evolution Wealth Advisors
Florida
$6K

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.