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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
GCM
1201
Gables Capital Management
Florida
$53K
FMII
1202
Farmers & Merchants Investments Inc
Nebraska
$53K +$6.39K +34 +14%
BDWM
1203
Brewin Dolphin Wealth Management
Ireland
$52K
BWM
1204
Baystate Wealth Management
Massachusetts
$52K +$12.4K +66 +32%
SWA
1205
SOA Wealth Advisors
New York
$51K
CCA
1206
Column Capital Advisors
Indiana
$49K +$1.31K +7 +3%
CWM
1207
Curi Wealth Management
North Carolina
$49K +$47.9K +255 New
SFG
1208
Sage Financial Group
Pennsylvania
$48K
AP
1209
Atwood & Palmer
Missouri
$47K +$2.82K +15 +7%
OA
1210
Operose Advisors
Wisconsin
$47K +$45.8K +244 New
FFA
1211
Freedman Financial Associates
Massachusetts
$46K
FPFS
1212
First Personal Financial Services
North Carolina
$46K +$4.88K +26 +12%
WTA
1213
Washington Trust Advisors
Massachusetts
$46K +$44.3K +236 New
EPM
1214
Equitec Proprietary Markets
Illinois
$46K +$44.9K +239 New
MAM
1215
Marquette Asset Management
Minnesota
$45K
TAIM
1216
TD Ameritrade Investment Management
Nebraska
$43K +$31K +165 +275%
POIA
1217
Pin Oak Investment Advisors
Texas
$42K
BWA
1218
BDO Wealth Advisors
Florida
$42K +$37K +197 +985%
TFS
1219
TrustCore Financial Services
Tennessee
$41K
APW
1220
Acima Private Wealth
Virginia
$40K
SPA
1221
Shore Point Advisors
New Jersey
$39K +$37.4K +199 New
IRC
1222
Investors Research Corp
Georgia
$38K
TF
1223
Tompkins Financial
New York
$37K -$32.3K -172 -48%
GTAM
1224
Global Trust Asset Management
Florida
$37K
SWM
1225
Selective Wealth Management
Virginia
$37K +$17.3K +92 +92%

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.