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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
WFS
1301
Widmann Financial Services
Maryland
$4K +$4.51K +24 New
BBHC
1302
Brown Brothers Harriman & Co
New York
$3.11K +$2.11M +11,224 +230%
CP
1303
Castleview Partners
Texas
$3.01K +$109M +581,863 New
TLFA
1304
True Link Financial Advisors
California
$3K -$1.88K -10 -37%
PCA
1305
Providence Capital Advisors
North Carolina
$3K
TFGT
1306
TS Financial Group (TSFG)
Illinois
$3K
CCM
1307
Chilton Capital Management
Texas
$3K +$2.63K +14 New
FBT
1308
First Bank & Trust
South Dakota
$3K +$3.19K +17 New
SC
1309
Schubert & Co
Texas
$3K +$3.19K +17 New
AIC
1310
Archer Investment Corporation
Indiana
$2.51K +$2.44K +13 New
CCC
1311
Crescent Capital Consulting
Louisiana
$2K -$29.3K -156 -94%
HI
1312
Hudock Inc
Pennsylvania
$2K -$6.39K -34 -69%
AFG
1313
Albion Financial Group
Utah
$2K
UFF
1314
USA Financial Formulas
Michigan
$2K
MAM
1315
Meeder Asset Management
Ohio
$1K -$824K -4,385 -100%
BA
1316
Bivin & Associates
Oklahoma
$1K +$564 +3 New
PA
1317
PSI Advisors
Florida
$1K +$939 +5 New
RCM
1318
Raleigh Capital Management
North Carolina
$1K +$1.13K +6 New
WA
1319
WestEnd Advisors
North Carolina
$966 +$939 +5 New
BIM
1320
Baldwin Investment Management
Pennsylvania
$846
GFPC
1321
Global Financial Private Client
Florida
$773
MGIM
1322
M&G Investment Management
United Kingdom
$214 -$46.8K -249 -18%
MAMU
1323
Marathon Asset Management (UK)
United Kingdom
-$40.1M -230,299 Closed
WBC
1324
Westpac Banking Corp
Australia
-$30.3M -174,801 Closed
Toronto Dominion Bank
1325
Toronto Dominion Bank
Ontario, Canada
-$30.3M -174,678 Closed

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.