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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
LP
1251
LMR Partners
United Kingdom
-$251K -1,586 Closed
NFC
1252
Northeast Financial Consultants
Connecticut
-$242K -1,531 Closed
BIAS
1253
Beacon Investment Advisory Services
New Jersey
-$241K -1,525 Closed
DI
1254
Diligent Investors
California
-$238K -1,506 Closed
TSS
1255
Two Sigma Securities
New York
-$231K -1,460 Closed
FPCG
1256
Fort Pitt Capital Group
Pennsylvania
-$229K -1,450 Closed
PCMC
1257
Paragon Capital Management (Colorado)
Colorado
-$218K -1,377 Closed
AM
1258
Atwater Malick
Pennsylvania
-$213K -1,350 Closed
SAM
1259
Silvercrest Asset Management
New York
-$211K -1,333 Closed
FFBTD
1260
First Financial Bank - Trust Division
Ohio
-$203K -1,282 Closed
BFA
1261
Bragg Financial Advisors
North Carolina
-$201K -1,273 Closed
VFA
1262
Valeo Financial Advisors
Indiana
-$133K -844 Closed
GSAM
1263
Grant Street Asset Management
Pennsylvania
-$132K -834 Closed
AIM
1264
Axiom Investment Management
New York
-$123K -760 Closed
SWP
1265
ShoreHaven Wealth Partners
New Jersey
-$66K -415 Closed
ADIM
1266
Alpha DNA Investment Management
Maryland
-$49K -317 Closed
BAMG
1267
Brand Asset Management Group
Missouri
-$39K -250 Closed
AS
1268
Altshuler Shaham
Israel
-$34K -213 Closed
WAP
1269
Wealthcare Advisory Partners
Pennsylvania
-$26K -164 Closed
LF
1270
Lee Financial
Texas
-$25K -160 Closed
MWP
1271
Meridian Wealth Partners
Pennsylvania
-$18K -114 Closed
DWP
1272
Destiny Wealth Partners
Florida
-$11K -68 Closed
NIC
1273
Northwest Investment Counselors
Oregon
-$7K -43 Closed
MLFP
1274
MPS Loria Financial Planners
Illinois
-$6K -39 Closed
MWM
1275
Mascoma Wealth Management
New Hampshire
-$5K -29 Closed

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.