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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
ETC
1251
Exchange Traded Concepts
Oklahoma
$18K
PMFA
1252
Plante Moran Financial Advisors
Michigan
$18K +$12.2K +65 +241%
CCM
1253
Copeland Capital Management
Pennsylvania
$17K
TFM
1254
TFC Financial Management
Massachusetts
$17K
GLLW
1255
Graves Light Lenhart Wealth
Virginia
$17K +$16.7K +89 New
WWMSC
1256
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$5.26K +28 +52%
AIP
1257
Ahrens Investment Partners
Louisiana
$16K +$15.2K +81 New
SIS
1258
Sound Income Strategies
Florida
$15K -$1.13K -6 -7%
WWM
1259
Wolff Wiese Magana
California
$15K -$939 -5 -6%
KFI
1260
Key Financial Inc
Pennsylvania
$14K
PFGIA
1261
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$3.57K -19 -23%
RG
1262
Retirement Group
California
$13K +$12.2K +65 New
CAL
1263
Capital Analysts LLC
Pennsylvania
$12K
HFS
1264
Hantz Financial Services
Michigan
$12K +$11.6K +62 New
FGAM
1265
Financial Gravity Asset Management
Texas
$11.2K +$968K +5,151 +8,585%
AIM
1266
Arcadia Investment Management
Michigan
$11K
SC
1267
Sierra Capital
Florida
$11K +$10.3K +55 New
COCM
1268
Charter Oak Capital Management
New Hampshire
$10K
RDIA
1269
RE Dickinson Investment Advisors
Iowa
$10K +$9.58K +51 New
OAJ
1270
Ogorek Anthony Joseph
New York
$9K
TJHA
1271
Thomas J. Herzfeld Advisors
Florida
$9K
WIA
1272
Wealthstreet Investment Advisors
Texas
$9K
TCWM
1273
Total Clarity Wealth Management
Illinois
$9K +$2.44K +13 +38%
MAM
1274
Mystic Asset Management
Rhode Island
$9K +$9.2K +49 New
CCM
1275
Cribstone Capital Management
Maine
$8K

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.