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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
KFS
1176
Kelly Financial Services
Massachusetts
$4.42K
IFAM
1177
Institutional & Family Asset Management
Colorado
$4K
KFI
1178
Key Financial Inc
Pennsylvania
$4K
TI
1179
Truehand Inc
New Hampshire
$4K
SN
1180
Sittner & Nelson
Oregon
$4K +$4.51K +28 New
SIS
1181
Sound Income Strategies
Florida
$3.63K +$967 +6 +35%
GEA
1182
Glen Eagle Advisors
New Jersey
$3.48K
CQS
1183
Credential Qtrade Securities
$3.32K
TLFA
1184
True Link Financial Advisors
California
$3K -$57.4K -356 -95%
PMFA
1185
Plante Moran Financial Advisors
Michigan
$3K -$22.9K -142 -89%
BWA
1186
BDO Wealth Advisors
Florida
$3K
FMP
1187
Financial Management Professionals
Texas
$3K
PCA
1188
Providence Capital Advisors
North Carolina
$3K
FWM
1189
Focused Wealth Management
New York
$3K +$2.9K +18 New
HR
1190
Howe & Rusling
New York
$3K +$2.9K +18 New
WCM
1191
Wealthcare Capital Management
Virginia
$3K +$3.54K +22 New
APC
1192
Aspire Private Capital
North Carolina
$2K
HI
1193
Hudock Inc
Pennsylvania
$2K
LAS
1194
Lloyd Advisory Services
Georgia
$2K
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TFGT
1196
TS Financial Group (TSFG)
Illinois
$2K
ANBT
1197
American National Bank & Trust
Texas
$2K +$1.61K +10 New
GAM
1198
Grandview Asset Management
Pennsylvania
$2K +$2.1K +13 New
LFG
1199
Larson Financial Group
Missouri
$1K
BBHC
1200
Brown Brothers Harriman & Co
New York
$972 -$74.9K -465 -7%

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.