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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1251
Ridgewood Investments
New Jersey
-$492K -3,096 Closed
Holocene Advisors
1252
Holocene Advisors
New York
-$490K -3,081 Closed
GWM
1253
GSB Wealth Management
Connecticut
-$448K -2,817 Closed
AG
1254
Algert Global
California
-$416K -2,616 Closed
EWA
1255
Exencial Wealth Advisors
Oklahoma
-$402K -2,530 Closed
F
1256
F3Logic
Minnesota
-$372K -2,340 Closed
DFCM
1257
Dark Forest Capital Management
Puerto Rico
-$368K -2,318 Closed
MSA
1258
Marino Stram & Associates
Massachusetts
-$301K -1,893 Closed
LSAG
1259
Lake Street Advisors Group
New Hampshire
-$312K -1,716 Closed
SFA
1260
Sequoia Financial Advisors
Ohio
-$224K -1,407 Closed
LCM
1261
Laurion Capital Management
New York
-$212K -1,332 Closed
NICM
1262
Neo Ivy Capital Management
New York
-$171K -1,076 Closed
CSPIA
1263
Cary Street Partners Investment Advisory
Virginia
-$144K -907 Closed
SFO
1264
Standard Family Office
South Dakota
-$129K -814 Closed
M1FG
1265
Mach-1 Financial Group
Arkansas
-$114K -720 Closed
TI
1266
tru Independence
Oregon
-$94K -593 Closed
JG
1267
Jefferies Group
New York
-$69.6K -438 Closed
EFSCE
1268
Enterprise Financial Services Corp (EFSC)
Missouri
-$63K -400 Closed
GIA
1269
Goodwin Investment Advisory
Georgia
-$41K -258 Closed
SWG
1270
Summit Wealth Group
Vermont
-$34K -216 Closed
SB
1271
Strategic Blueprint
Georgia
-$23K -143 Closed
SL
1272
Savior LLC
Massachusetts
-$19K -120 Closed
PGWM
1273
Parisi Gray Wealth Management
New Jersey
-$11K -66 Closed
RDWM
1274
Red Door Wealth Management
Tennessee
-$9K -59 Closed
PWP
1275
Personal Wealth Partners
Minnesota
-$6K -40 Closed

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.