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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
MAG
1251
Mayfair Advisory Group
Alabama
-$225K -1,464 Closed
MSAM
1252
Moloney Securities Asset Management
Missouri
-$224K -1,456 Closed
LFF
1253
Level Four Financial
Texas
-$216K -1,405 Closed
VWA
1254
Visionary Wealth Advisors
Illinois
-$215K -1,395 Closed
RMCM
1255
Reynders McVeigh Capital Management
Massachusetts
-$211K -1,372 Closed
JIP
1256
Jaffetilchin Investment Partners
Florida
-$211K -1,369 Closed
MGIM
1257
M&G Investment Management
United Kingdom
-$209 -1,360 Closed
9WM
1258
9258 Wealth Management
Ohio
-$209K -1,357 Closed
ATWA
1259
Arbor Trust Wealth Advisors
Michigan
-$203K -1,315 Closed
RPWA
1260
Regent Peak Wealth Advisors
Georgia
-$145K -940 Closed
PWM
1261
Perigon Wealth Management
California
-$123K -801 Closed
EA
1262
Elm Advisors
California
-$108K -702 Closed
BAM
1263
Belpointe Asset Management
Nevada
-$101K -657 Closed
VCG
1264
Vantage Consulting Group
Virginia
-$94K -612 Closed
ICM
1265
Infini Capital Management
Hong Kong
-$74K -478 Closed
IMF
1266
Infini Master Fund
Hong Kong
-$74K -478 Closed
CAAS
1267
Capital Asset Advisory Services
Michigan
-$69K -445 Closed
TI
1268
tru Independence
Oregon
-$63 -410 Closed
HGWM
1269
Harvest Group Wealth Management
Massachusetts
-$52K -340 Closed
FFG
1270
Fortem Financial Group
California
-$31K -200 Closed
MCM
1271
McMillion Capital Management
North Carolina
-$28K -184 Closed
CTFG
1272
Capstone Triton Financial Group
Oklahoma
-$25K -162 Closed
TPWA
1273
TRUE Private Wealth Advisors
Oregon
-$24K -157 Closed
FC
1274
FORA Capital
Florida
-$23K -150 Closed
BWA
1275
Burt Wealth Advisors
Maryland
-$19K -126 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.