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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
AFS
1226
Annapolis Financial Services
Maryland
$36K -$24.2K -129 -41%
BWP
1227
Baldwin Wealth Partners
Massachusetts
$34K
DWP
1228
Destiny Wealth Partners
Florida
$33K
AWMS
1229
Advocacy Wealth Management Services
Georgia
$27K
OSNBOA
1230
Old Second National Bank of Aurora
Illinois
$26K -$6.2K -33 -15%
EL
1231
EMFO LLC
Florida
$24K
RIM
1232
Rockbridge Investment Management
New York
$24K
FPWM
1233
FSB Premier Wealth Management
Iowa
$24K +$23.9K +127 New
Loomis, Sayles & Company
1234
Loomis, Sayles & Company
Massachusetts
$23K -$3.01K -16 -12%
TFO
1235
Tarbox Family Office
California
$23K -$188 -1 -0.8%
BWL
1236
Bogart Wealth LLC
Virginia
$23K
CYG
1237
Clean Yield Group
Vermont
$23K
CMBA
1238
C.M. Bidwell & Associates
Hawaii
$23K
TCM
1239
Tradewinds Capital Management
Washington
$23K
AA
1240
Addison Advisors
Vermont
$23K +$22.4K +119 New
DWA
1241
Delos Wealth Advisors
Texas
$23K +$22.5K +120 New
RPCONE
1242
Retirement Planning Company of New England
Rhode Island
$23K +$23.1K +123 New
MHR
1243
Matthew Hamilton Rosenberg
$22K
AWM
1244
Atticus Wealth Management
Florida
$22K +$21.2K +113 New
BIA
1245
Bell Investment Advisors
California
$21K -$2.82K -15 -12%
SWM
1246
Sugarloaf Wealth Management
Georgia
$21K
VIMU
1247
Veritas Investment Management (UK)
United Kingdom
$21K
BAM
1248
Byrne Asset Management
New Jersey
$21K +$20.7K +110 New
LWANC
1249
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
FP
1250
Financial Perspectives
Minnesota
$18.2K

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.