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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
FMP
1176
Financial Management Professionals
Texas
$6K
IAS
1177
IMA Advisory Services
Colorado
$6K
TCWM
1178
Total Clarity Wealth Management
Illinois
$6K +$5.96K +34 New
HF
1179
Halpern Financial
Virginia
$5.2K
PMFA
1180
Plante Moran Financial Advisors
Michigan
$5K -$3.51K -20 -43%
Kayne Anderson Rudnick Investment Management
1181
Kayne Anderson Rudnick Investment Management
California
$5K
SN
1182
Sittner & Nelson
Oregon
$5K
TI
1183
Truehand Inc
New Hampshire
$5K
TLFA
1184
True Link Financial Advisors
California
$5K
RTL
1185
Red Tortoise LLC
Georgia
$5K +$4.91K +28 New
MWM
1186
Mascoma Wealth Management
New Hampshire
$5K +$5.08K +29 New
KFS
1187
Kelly Financial Services
Massachusetts
$4.86K -$775K -4,422 -99%
CAL
1188
Capital Advisors Ltd
Ohio
$4K -$85.5K -488 -95%
M
1189
MOTCO
Texas
$4K -$19.1K -109 -81%
IFAM
1190
Institutional & Family Asset Management
Colorado
$4K
Optiver Holding
1191
Optiver Holding
Netherlands
$4K +$4.21K +24 New
GEA
1192
Glen Eagle Advisors
New Jersey
$3.82K
CQS
1193
Credential Qtrade Securities
$3.64K
BWA
1194
BDO Wealth Advisors
Florida
$3K
FWM
1195
Focused Wealth Management
New York
$3K
PCA
1196
Providence Capital Advisors
North Carolina
$3K
TFGT
1197
TS Financial Group (TSFG)
Illinois
$3K
Simplex Trading
1198
Simplex Trading
Illinois
$2K -$17.5K -100 -87%
AFG
1199
Albion Financial Group
Utah
$2K
LAS
1200
Lloyd Advisory Services
Georgia
$2K

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.