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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
LPWM
1151
Lake Point Wealth Management
Texas
$116K
CHC
1152
City Holding Co
West Virginia
$114K
FCB
1153
First Command Bank
Texas
$113K
CA
1154
Cornerstone Advisory
Maryland
$113K +$109K +582 New
DAM
1155
Delta Asset Management
Tennessee
$112K
JWA
1156
JFS Wealth Advisors
Pennsylvania
$112K +$5.82K +31 +6%
PCMC
1157
Paragon Capital Management (Colorado)
Colorado
$105K +$102K +542 New
HCP
1158
Hexagon Capital Partners
Arkansas
$103K -$3.19K -17 -3%
AIL
1159
AGF Investments LLC
Ontario, Canada
$98K -$20.3K -108 -18%
WBC
1160
West Branch Capital
Massachusetts
$98K +$376 +2 +0.4%
CWC
1161
Carolinas Wealth Consulting
North Carolina
$98K +$8.08K +43 +9%
LWP
1162
Lumature Wealth Partners
Georgia
$94K +$376 +2 +0.4%
FFC
1163
First Financial Corp
Indiana
$93K
SC
1164
Sawyer & Company
Massachusetts
$93K
SIC
1165
Salem Investment Counselors
North Carolina
$92K +$10.5K +56 +13%
FCFS
1166
First Command Financial Services
Texas
$91K -$32.7K -174 -27%
ONST
1167
Old North State Trust
North Carolina
$90K +$34.9K +186 +67%
ASBI
1168
American State Bank (Iowa)
Iowa
$88K
FCT
1169
First Community Trust
Iowa
$87.2K +$84.7K +451 New
BCA
1170
Bray Capital Advisors
Florida
$86K
KPCM
1171
Kings Point Capital Management
New York
$86K +$8.45K +45 +11%
AA
1172
Ancora Advisors
Ohio
$84K +$18.8K +100 +30%
GI
1173
Gradient Investments
Minnesota
$83K +$939 +5 +1%
HWA
1174
Heritage Wealth Advisors
Virginia
$82K +$79.8K +425 New
SWA
1175
Sutton Wealth Advisors
Florida
$81.8K +$2.63K +14 +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.