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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
BS
1226
Bessemer Securities
New York
-$574K -3,730 Closed
WP
1227
WMS Partners
Maryland
-$570K -3,702 Closed
Holocene Advisors
1228
Holocene Advisors
New York
-$560K -3,640 Closed
HIM
1229
Hillsdale Investment Management
Ontario, Canada
-$528K -3,430 Closed
ST
1230
Sabal Trust
Florida
-$521K -3,385 Closed
ACP
1231
Ashfield Capital Partners
California
-$484K -3,145 Closed
NED
1232
Nancy E. Dempze
-$460K -2,986 Closed
Fisher Asset Management
1233
Fisher Asset Management
Washington
-$441K -2,866 Closed
MJP
1234
Michael J. Puzo
-$377K -2,450 Closed
SL
1235
Stevard LLC
Illinois
-$377K -2,447 Closed
NCM
1236
Novare Capital Management
North Carolina
-$348K -2,262 Closed
AC
1237
Athanor Capital
New York
-$328K -2,132 Closed
Fiera Capital (Canada)
1238
Fiera Capital (Canada)
Quebec, Canada
-$322K -2,091 Closed
SWK
1239
Stephen W. Kidder
-$275K -1,787 Closed
BCP
1240
Berkeley Capital Partners
Georgia
-$271K -1,761 Closed
AC
1241
Arjuna Capital
North Carolina
-$269K -1,747 Closed
PM
1242
Parametrica Management
Hong Kong
-$267K -1,733 Closed
AUB
1243
Atlantic Union Bankshares
Virginia
-$254K -1,650 Closed
BHBT
1244
Burke & Herbert Bank & Trust
Virginia
-$250K -1,623 Closed
TA
1245
Tiedemann Advisors
New York
-$249K -1,619 Closed
PCWA
1246
Pacific Capital Wealth Advisors
California
-$248K -1,613 Closed
CM
1247
Capula Management
Cayman Islands
-$246K -1,597 Closed
FSA
1248
Franklin Street Advisors
North Carolina
-$231K -1,501 Closed
BAS
1249
Brown Advisory Securities
Maryland
-$229K -1,489 Closed
BIA
1250
Bigelow Investment Advisors
Maine
-$226K -1,470 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.