We are live on ! Find out more

1,208 hedge funds and large institutions have $61.1B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $199M | Put options by funds: $98.6M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 412

0% more funds holding

Funds holding: 1,2021,208 (+6)

2% less capital invested

Capital invested by funds: $62.5B → $61.1B (-$1.46B)

2.25% less ownership

Funds ownership: 88.03%85.78% (-2.2%)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
1,208
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21.03%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
495
Reduced
412
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$71.7M -$3.74M -22,554 -5%
DAM
102
Davis Asset Management
California
$71.5M
EWM
103
Evercore Wealth Management
New York
$69.9M +$406K +2,449 +0.6%
CCMG
104
Clark Capital Management Group
Pennsylvania
$69.5M +$2.4M +14,474 +3%
CII
105
Capital International Inc
California
$67.9M -$4.45M -26,861 -6%
CIP
106
Cornerstone Investment Partners
Georgia
$66.7M -$1.13M -6,832 -2%
GLA
107
Great Lakes Advisors
Illinois
$64.2M +$2.85M +17,166 +4%
SEI Investments
108
SEI Investments
Pennsylvania
$63.5M +$9.55M +57,650 +17%
CI
109
Cincinnati Insurance
Ohio
$62.6M
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$62.1M -$92.1M -556,000 -59%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$60.7M -$2.6M -15,672 -4%
Canada Life
112
Canada Life
Manitoba, Canada
$60.5M -$4.58M -27,609 -7%
WF
113
Welch & Forbes
Massachusetts
$60.4M +$1.18M +7,097 +2%
BTW
114
Boston Trust Walden
Massachusetts
$58.5M +$6.44M +38,849 +12%
CFC
115
Cincinnati Financial Corp
Ohio
$57.7M
HSBC Holdings
116
HSBC Holdings
United Kingdom
$56.6M +$5.04M +30,426 +9%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$56M +$2.04M +12,330 +4%
SO
118
STRS Ohio
Ohio
$53.8M -$1.07M -6,439 -2%
HNB
119
Huntington National Bank
Ohio
$53.7M +$1.36M +8,182 +2%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$53.7M +$6.3M +38,001 +14%
NC
121
Nicholas Company
Wisconsin
$53.4M -$499K -3,010 -0.9%
PCM
122
Polaris Capital Management
Massachusetts
$49.3M +$713K +4,300 +1%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$47.9M -$2.95M -17,825 -6%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$46M -$2.61M -15,758 -5%
CI
125
Cambiar Investors
Colorado
$44.4M +$1.55M +9,355 +3%

CB Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2021, worth a combined $61.1B — down 2.3% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 69 closed out — a net gain of 21 holders — while 495 added to existing stakes and 412 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $218M. The largest seller was T. Rowe Price Associates, cutting an estimated $714M.

  • 1,208 institutional investors held Chubb (CB) as of Q2 2021, up from 1,202 in Q1 2021.
  • Funds reported $61.1B of Chubb stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q2 2021 and 69 closed out, a net change of +21 holders.
  • The largest Chubb buyer in Q2 2021 was Wellington Management Group, an estimated $218M added.
  • The largest Chubb seller in Q2 2021 was T. Rowe Price Associates, an estimated $714M sold.

Based on aggregated 13F filings for Q2 2021.