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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
Walleye Capital
1201
Walleye Capital
New York
$828 +$844K +5,239 New
GFPC
1202
Global Financial Private Client
Florida
$636
SWM
1203
Sugarloaf Wealth Management
Georgia
$17
BCPEMI
1204
Bain Capital Public Equity Management II
Massachusetts
-$61.9M -401,911 Closed
Select Equity Group
1205
Select Equity Group
New York
-$32.3M -210,147 Closed
WBC
1206
Westpac Banking Corp
Australia
-$23.9M -155,461 Closed
MSA
1207
Mason Street Advisors
Wisconsin
-$9.58M -62,265 Closed
FWCM
1208
Ferguson Wellman Capital Management
Oregon
-$6.68M -43,408 Closed
PFMOSF
1209
Philadelphia Financial Management of San Francisco
California
-$6.07M -39,446 Closed
BFG
1210
Berger Financial Group
Minnesota
-$4.53M -29,447 Closed
Simplex Trading
1211
Simplex Trading
Illinois
-$3.22M -19,981 Closed
GTCM
1212
Gyon Technologies Capital Management
New Jersey
-$1.93M -12,518 Closed
BCM
1213
BlueMar Capital Management
Florida
-$1.91M -12,424 Closed
ACM
1214
Alethea Capital Management
Washington
-$1.8M -11,666 Closed
AG
1215
Algert Global
California
-$1.65M -10,723 Closed
Jacobs Levy Equity Management
1216
Jacobs Levy Equity Management
New Jersey
-$1.63M -10,562 Closed
VSWA
1217
Vontobel Swiss Wealth Advisors
Switzerland
-$1.54M -10,000 Closed
CAC
1218
Cowen and Company
New York
-$1.54M -9,993 Closed
MFS
1219
Mirabella Financial Services
United Kingdom
-$4.12M -9,183 Closed
MS
1220
Maven Securities
Jersey
-$1.15M -7,113 Closed
Group One Trading
1221
Group One Trading
Illinois
-$1.1M -6,812 Closed
SM
1222
Sciencast Management
New Jersey
-$1.05M -6,676 Closed
KCMRT
1223
Kemper Corp Master Retirement Trust
Illinois
-$812K -5,275 Closed
CCM
1224
Community Capital Management
Florida
-$693K -4,500 Closed
ALAM
1225
Asahi Life Asset Management
Japan
-$600K -3,900 Closed

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.