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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
SFP
1376
Sterling Financial Planning
New Jersey
-$90K -516 Closed
KIG
1377
Kowal Investment Group
Wisconsin
-$56K -325 Closed
AWA
1378
Arkadios Wealth Advisors
Georgia
-$50K -290 Closed
DOA
1379
D'Orazio & Associates
Virginia
-$46K -266 Closed
FCM
1380
Firestone Capital Management
Florida
-$38K -240 Closed
BMD
1381
Better Money Decisions
New Mexico
-$32K -185 Closed
LWM
1382
Liberty Wealth Management
California
-$32K -185 Closed
AP
1383
Arlington Partners
Alabama
-$30K -175 Closed
AW
1384
Avion Wealth
Texas
-$20K -117 Closed
PFSC
1385
Peoples Financial Services Corp
Pennsylvania
-$17K -100 Closed
RA
1386
Resolute Advisors
California
-$17K -98 Closed
GKWIM
1387
Gerber Kawasaki Wealth & Investment Management
California
-$8K -48 Closed
APWA
1388
Atlas Private Wealth Advisors
New Jersey
-$8K -44 Closed
GPA
1389
Guidance Point Advisors
Massachusetts
-$7K -41 Closed
EWA
1390
Evolution Wealth Advisors
Florida
-$6K -34 Closed
HF
1391
Halpern Financial
Virginia
-$5.2K -30 Closed
RTL
1392
Red Tortoise LLC
Georgia
-$5K -28 Closed
TI
1393
Truehand Inc
New Hampshire
-$5K -28 Closed
Simplex Trading
1394
Simplex Trading
Illinois
-$2.82K -15 Closed
LAS
1395
Lloyd Advisory Services
Georgia
-$2K -12 Closed
CI
1396
Cordant Inc
Oregon
-$1K -6 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.