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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
PMFA
1176
Plante Moran Financial Advisors
Michigan
$7K +$4.97K +30 +176%
VCM
1177
Versant Capital Management
Arizona
$6K -$4.97K -30 -45%
CMA
1178
Cedar Mountain Advisors
Oregon
$6K
IAS
1179
IMA Advisory Services
Colorado
$6K
FI
1180
FormulaFolio Investments
Michigan
$6K +$6.3K +38 New
PWP
1181
Personal Wealth Partners
Minnesota
$6K +$6.63K +40 New
EWA
1182
Evolution Wealth Advisors
Florida
$5K
FCA
1183
FinTrust Capital Advisors
South Carolina
$5K
Kayne Anderson Rudnick Investment Management
1184
Kayne Anderson Rudnick Investment Management
California
$5K
FMP
1185
Financial Management Professionals
Texas
$5K +$2.82K +17 +106%
PFGIA
1186
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.15K +19 +158%
HF
1187
Halpern Financial
Virginia
$4.77K
Q
1188
QVR
California
$4K -$10.9K -66 -73%
CA
1189
Crewe Advisors
Utah
$4K -$4.47K -27 -51%
IFAM
1190
Institutional & Family Asset Management
Colorado
$4K
SN
1191
Sittner & Nelson
Oregon
$4K
TI
1192
Truehand Inc
New Hampshire
$4K
TLFA
1193
True Link Financial Advisors
California
$4K +$1.66K +10 +59%
GEA
1194
Glen Eagle Advisors
New Jersey
$3.5K
CQS
1195
Credential Qtrade Securities
$3.34K
BWA
1196
BDO Wealth Advisors
Florida
$3K
FWM
1197
Focused Wealth Management
New York
$3K
PCA
1198
Providence Capital Advisors
North Carolina
$3K
TFGT
1199
TS Financial Group (TSFG)
Illinois
$3K +$1.33K +8 +80%
WAM
1200
Wolverine Asset Management
Illinois
$2K -$274K -1,652 -99%

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.