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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
DAM
101
Davis Asset Management
California
$71.1M
EWM
102
Evercore Wealth Management
New York
$69.1M +$1.26M +7,790 +2%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$68.8M -$6.08M -37,722 -8%
First Trust Advisors
104
First Trust Advisors
Illinois
$68.3M +$6.88M +42,687 +11%
APG Asset Management
105
APG Asset Management
Netherlands
$68M -$22.3M -138,152 -21%
CIP
106
Cornerstone Investment Partners
Georgia
$67.4M -$7.65M -47,464 -10%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$67.1M +$66.6M +413,497 New
CCMG
108
Clark Capital Management Group
Pennsylvania
$66.8M +$5.11M +31,728 +8%
Canada Life
109
Canada Life
Manitoba, Canada
$64.2M +$3.42M +21,201 +5%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$62.8M -$4.89M -30,374 -7%
CI
111
Cincinnati Insurance
Ohio
$62.2M
GLA
112
Great Lakes Advisors
Illinois
$61.1M -$274K -1,702 -0.4%
WF
113
Welch & Forbes
Massachusetts
$58.9M +$2.12M +13,170 +4%
CFC
114
Cincinnati Financial Corp
Ohio
$57.3M
SO
115
STRS Ohio
Ohio
$54.5M -$887K -5,505 -2%
SEI Investments
116
SEI Investments
Pennsylvania
$53.9M +$1.66M +10,331 +3%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$53.7M +$957K +5,937 +2%
NC
118
Nicholas Company
Wisconsin
$53.6M -$1.77M -10,960 -3%
AQR Capital Management
119
AQR Capital Management
Connecticut
$53.4M -$20M -124,346 -27%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$53.3M +$8.58M +53,243 +19%
PCM
121
Polaris Capital Management
Massachusetts
$53.1M -$4.03M -25,000 -8%
HNB
122
Huntington National Bank
Ohio
$52.1M +$1.2M +7,473 +2%
BTW
123
Boston Trust Walden
Massachusetts
$52M -$473K -2,933 -0.9%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$51.8M +$6.23M +38,656 +13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50.9M -$6.43M -39,900 -11%

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.