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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
HR
1276
Howe & Rusling
New York
$8K
FFWM
1277
Future Financial Wealth Management
Ohio
$8K +$8.08K +43 New
NIC
1278
Northwest Investment Counselors
Oregon
$8K +$8.08K +43 New
VCM
1279
Versant Capital Management
Arizona
$7K -$1.69K -9 -20%
CMA
1280
Cedar Mountain Advisors
Oregon
$7K
IAS
1281
IMA Advisory Services
Colorado
$7K
MWM
1282
Mascoma Wealth Management
New Hampshire
$7K +$1.13K +6 +21%
Kayne Anderson Rudnick Investment Management
1283
Kayne Anderson Rudnick Investment Management
California
$7K +$1.31K +7 +23%
C
1284
Covestor
United Kingdom
$7K +$6.39K +34 New
UIA
1285
Ulland Investment Advisors
Minnesota
$7K +$6.58K +35 New
WPA
1286
West Paces Advisors
Georgia
$6.77K
FMP
1287
Financial Management Professionals
Texas
$6K
RA
1288
Rise Advisors
New York
$5.91K +$5.82K +31 New
KFS
1289
Kelly Financial Services
Massachusetts
$5.41K
IFAM
1290
Institutional & Family Asset Management
Colorado
$5K
M
1291
MOTCO
Texas
$5K
SN
1292
Sittner & Nelson
Oregon
$5K
CAL
1293
Capital Advisors Ltd
Ohio
$5K +$564 +3 +13%
LFG
1294
Larson Financial Group
Missouri
$5K +$3.19K +17 +213%
CAC
1295
Core Alternative Capital
Georgia
$5K +$4.7K +25 New
GEA
1296
Glen Eagle Advisors
New Jersey
$4.25K
CQS
1297
Credential Qtrade Securities
$4.06K
FWM
1298
Focused Wealth Management
New York
$4K
Optiver Holding
1299
Optiver Holding
Netherlands
$4K
S
1300
Surevest
California
$4K +$3.57K +19 New

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.