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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.17B -$79.4M -452,855 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.89B +$63.9M +364,428 +1%
BlackRock
3
BlackRock
New York
$4.76B -$213M -1,216,853 -4%
Capital International Investors
4
Capital International Investors
California
$3.88B +$1.52M +8,676 +0%
State Street
5
State Street
Massachusetts
$3.84B -$33.1M -188,542 -0.8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.44B +$678M +3,868,197 +24%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.59B -$40.8M -232,928 -2%
Capital World Investors
8
Capital World Investors
California
$2.04B +$808K +4,609 +0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.88B -$2.13M -12,153 -0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.62B +$38.6M +220,131 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.25B -$5.21M -29,737 -0.4%
Bank of America
12
Bank of America
North Carolina
$1.07B +$24.9M +141,845 +2%
Wells Fargo
13
Wells Fargo
California
$911M +$18.8M +107,526 +2%
Aristotle Capital Management
14
Aristotle Capital Management
California
$824M -$12.6M -72,040 -1%
Northern Trust
15
Northern Trust
Illinois
$817M -$4.3M -24,543 -0.5%
N
16
Nuveen
North Carolina
$793M -$51.4M -293,309 -6%
Ameriprise
17
Ameriprise
Minnesota
$759M -$133M -760,100 -15%
American Century Companies
18
American Century Companies
Missouri
$758M +$29.3M +166,985 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$582M +$25.4M +145,145 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$574M -$23.1M -131,853 -4%
Goldman Sachs
21
Goldman Sachs
New York
$550M +$62.8M +358,034 +13%
Viking Global Investors
22
Viking Global Investors
Connecticut
$527M -$330M -1,880,389 -38%
Norges Bank
23
Norges Bank
Norway
$524M -$146M -832,507 -22%
Deutsche Bank
24
Deutsche Bank
Germany
$465M +$43.8M +249,695 +10%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$435M -$21.3M -121,426 -5%

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.