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1,203 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 447 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 84

35% more call options, than puts

Call options by funds: $146M | Put options by funds: $108M

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 1,1651,203 (+38)

7% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 419

3% more capital invested

Capital invested by funds: $61B → $62.5B (+$1.54B)

0.38% more ownership

Funds ownership: 87.64%88.03% (+0.38%)

Holders
1,203
Holders Change
+38
Holders Change %
+3.26%
% of All Funds
21.12%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
447
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$50.3M -$11.3M -70,106 -18%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$48.2M -$3.66M -22,737 -7%
PCM
128
Prana Capital Management
Connecticut
$48.1M +$45.4M +281,750 +1,238%
Franklin Resources
129
Franklin Resources
California
$45.6M -$6.49M -40,255 -12%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$45.1M +$9.87M +61,248 +27%
Swedbank
131
Swedbank
Sweden
$44.7M +$45.6M +283,106 New
TD Asset Management
132
TD Asset Management
Ontario, Canada
$44.3M +$1.99M +12,374 +5%
SAM
133
Storebrand Asset Management
Norway
$43.9M +$3.42M +21,203 +8%
CS
134
Cannell & Spears
New York
$43.7M +$535K +3,321 +1%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$43.3M -$2.26M -14,038 -5%
CAM
136
Cacti Asset Management
Georgia
$42.9M +$12.6K +78 +0%
CI
137
Cambiar Investors
Colorado
$42.6M -$1.12M -6,982 -3%
PAM
138
Panagora Asset Management
Massachusetts
$42.6M +$40.8M +253,378 +1,556%
EVM
139
Eaton Vance Management
Massachusetts
$41.1M -$1.78M -11,077 -4%
RMDI
140
R.M. Davis Inc
Maine
$41M +$26.3K +163 +0.1%
WFMPM
141
Woodley Farra Manion Portfolio Management
Indiana
$40.9M +$372K +2,310 +0.9%
DLA
142
Douglas Lane & Associates
New York
$40.2M +$1.9M +11,816 +5%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$39.4M -$13.6M -84,519 -25%
TH
144
TCTC Holdings
Texas
$39.4M +$493K +3,057 +1%
Federated Hermes
145
Federated Hermes
Pennsylvania
$38.7M +$1.75M +10,869 +5%
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$38.7M -$3.72M -23,105 -9%
DADC
147
D.A. Davidson & Co
Montana
$38.7M +$5.8M +35,982 +17%
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
$38.3M +$39.1M +242,600 New
KBC Group
149
KBC Group
Belgium
$37.7M -$379K -2,350 -1%
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$37.2M +$1.77M +11,015 +5%

CB Hedge Fund Activity: Q1 2021 in Review

1,203 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2021, worth a combined $62.5B — up 2.5% from $61B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CB positions and 84 closed out — a net gain of 54 holders — while 447 added to existing stakes and 419 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 1,203 institutional investors held Chubb (CB) as of Q1 2021, up from 1,165 in Q4 2020.
  • Funds reported $62.5B of Chubb stock for Q1 2021, up 2.5% quarter-over-quarter.
  • 138 funds opened new Chubb positions in Q1 2021 and 84 closed out, a net change of +54 holders.
  • The largest Chubb buyer in Q1 2021 was Fidelity Investments, an estimated $446M added.
  • The largest Chubb seller in Q1 2021 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2021.