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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.65B -$25.9M -160,980 -0.4%
BlackRock
2
BlackRock
New York
$4.7B +$49.4M +306,381 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.19B -$188M -1,167,867 -4%
Capital International Investors
4
Capital International Investors
California
$3.54B -$1.89M -11,714 -0.1%
State Street
5
State Street
Massachusetts
$3.5B +$92M +570,715 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.2B -$578M -3,586,511 -15%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.46B -$8.86M -54,976 -0.4%
Capital World Investors
8
Capital World Investors
California
$1.86B +$3.72M +23,106 +0.2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.68B +$446M +2,768,431 +35%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.66B -$322M -1,997,789 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.12B +$22.5M +139,461 +2%
Bank of America
12
Bank of America
North Carolina
$1.04B +$18.1M +112,594 +2%
Wells Fargo
13
Wells Fargo
California
$860M -$40.2M -249,221 -4%
Ameriprise
14
Ameriprise
Minnesota
$788M +$30.5M +189,004 +4%
Northern Trust
15
Northern Trust
Illinois
$763M -$10.1M -62,648 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$756M +$6.12M +37,957 +0.8%
N
17
Nuveen
North Carolina
$749M +$43.5M +269,798 +6%
Aristotle Capital Management
18
Aristotle Capital Management
California
$747M +$64.4M +399,510 +9%
Viking Global Investors
19
Viking Global Investors
Connecticut
$661M +$238M +1,475,712 +55%
Norges Bank
20
Norges Bank
Norway
$633M +$129M +800,493 +25%
American Century Companies
21
American Century Companies
Missouri
$620M -$184M -1,143,787 -23%
Boston Partners
22
Boston Partners
Massachusetts
$559M -$72.1M -447,344 -11%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$548M -$27.6M -171,323 -5%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M -$59.5M -369,041 -10%
Legal & General Group
25
Legal & General Group
United Kingdom
$503M +$3.26M +20,212 +0.6%

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.