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1,208 hedge funds and large institutions have $61.1B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $199M | Put options by funds: $98.6M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 412

0% more funds holding

Funds holding: 1,2021,208 (+6)

2% less capital invested

Capital invested by funds: $62.5B → $61.1B (-$1.46B)

2.25% less ownership

Funds ownership: 88.03%85.78% (-2.2%)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
1,208
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21.03%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
495
Reduced
412
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.72B +$38.8M +234,299 +0.7%
BlackRock
2
BlackRock
New York
$4.55B -$188M -1,132,743 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.42B +$218M +1,312,387 +5%
Capital International Investors
4
Capital International Investors
California
$3.55B -$10.7M -64,615 -0.3%
State Street
5
State Street
Massachusetts
$3.55B +$26M +156,685 +0.7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.54B -$714M -4,306,335 -21%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.41B -$63.3M -381,797 -2%
Capital World Investors
8
Capital World Investors
California
$1.87B +$536K +3,232 +0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.72B +$37M +223,506 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.44B -$237M -1,432,880 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.15B +$29.7M +179,230 +3%
Bank of America
12
Bank of America
North Carolina
$956M -$93.6M -565,048 -9%
Wells Fargo
13
Wells Fargo
California
$817M -$50.4M -303,881 -6%
Ameriprise
14
Ameriprise
Minnesota
$816M +$22.6M +136,417 +3%
Viking Global Investors
15
Viking Global Investors
Connecticut
$782M +$122M +738,511 +18%
N
16
Nuveen
North Carolina
$773M +$20.4M +123,014 +3%
Aristotle Capital Management
17
Aristotle Capital Management
California
$766M +$14.6M +88,259 +2%
Northern Trust
18
Northern Trust
Illinois
$753M -$15.9M -95,964 -2%
American Century Companies
19
American Century Companies
Missouri
$668M +$45.5M +274,353 +7%
Norges Bank
20
Norges Bank
Norway
$613M -$25.2M -152,292 -4%
Boston Partners
21
Boston Partners
Massachusetts
$556M -$6.57M -39,653 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$547M -$223M -1,343,133 -28%
Legal & General Group
23
Legal & General Group
United Kingdom
$510M +$4.74M +28,618 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$447M +$35.7M +215,572 +8%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$418M -$125M -755,910 -22%

CB Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2021, worth a combined $61.1B — down 2.3% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 69 closed out — a net gain of 21 holders — while 495 added to existing stakes and 412 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $218M. The largest seller was T. Rowe Price Associates, cutting an estimated $714M.

  • 1,208 institutional investors held Chubb (CB) as of Q2 2021, up from 1,202 in Q1 2021.
  • Funds reported $61.1B of Chubb stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q2 2021 and 69 closed out, a net change of +21 holders.
  • The largest Chubb buyer in Q2 2021 was Wellington Management Group, an estimated $218M added.
  • The largest Chubb seller in Q2 2021 was T. Rowe Price Associates, an estimated $714M sold.

Based on aggregated 13F filings for Q2 2021.