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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
KSWA
1176
Kathleen S. Wright Associates
Pennsylvania
$81K +$78.9K +420 New
BBPWM
1177
Blue Bell Private Wealth Management
Pennsylvania
$81K +$79.1K +421 New
BCM
1178
Blume Capital Management
California
$77K
HWA
1179
HHM Wealth Advisors
Tennessee
$77K
BLC
1180
Brown, Lisle/Cummings
Rhode Island
$76.4K +$74.2K +395 New
SSA
1181
Schonfeld Strategic Advisors
New York
$75K +$73.3K +390 New
CB
1182
CNB Bank
Pennsylvania
$73K
TC
1183
Trust Company
Kansas
$72K
MSFP
1184
Mark Sheptoff Financial Planning
Connecticut
$72K +$2.44K +13 +4%
GWS
1185
Glassman Wealth Services
Virginia
$72K +$16.7K +89 +31%
EI
1186
Ellevest Inc
New York
$72K +$33.2K +177 +92%
CFA
1187
Carroll Financial Associates
North Carolina
$69K +$5.82K +31 +10%
SFM
1188
Signet Financial Management
New Jersey
$69K +$67.1K +357 New
TIM
1189
Tortoise Investment Management
New York
$67K +$8.08K +43 +14%
HNWA
1190
Henrickson Nauta Wealth Advisors
Michigan
$67K +$64.2K +342 New
Jones Financial Companies
1191
Jones Financial Companies
Missouri
$65K +$18.8K +100 +42%
HNWAG
1192
High Net Worth Advisory Group
Florida
$65K +$63.1K +336 New
NFSG
1193
Newbridge Financial Services Group
Florida
$64K +$1.5K +8 +2%
SCA
1194
Stonebridge Capital Advisors
Minnesota
$61K -$4.13K -22 -7%
FRA
1195
Front Row Advisors
California
$61K -$376 -2 -0.6%
EWM
1196
Elmwood Wealth Management
California
$61K +$59.2K +315 New
ANBT
1197
American National Bank & Trust
Texas
$60K
EWM
1198
Evermay Wealth Management
Virginia
$60K
CSWM
1199
Cassady Schiller Wealth Management
Ohio
$60K +$57.9K +308 New
LWA
1200
Lenox Wealth Advisors
New York
$58K -$5.26K -28 -9%

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.