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1,097 hedge funds and large institutions have $44.7B invested in Chubb in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 379 increasing their positions, 478 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $150M | Put options by funds: $80.3M

0.65% less ownership

Funds ownership: 89.08%88.43% (-0.65%)

9% less funds holding

Funds holding: 1,2061,097 (-109)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

21% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 478

29% less capital invested

Capital invested by funds: $62.8B → $44.7B (-$18.2B)

52% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 184

Holders
1,097
Holders Change
-109
Holders Change %
-9.04%
% of All Funds
24.17%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
89
Increased
379
Reduced
478
Closed
184
Calls
$150M
Puts
$80.3M
Net Calls
+$69.3M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$10.4M -$1.31M -9,169 -9%
HighTower Advisors
227
HighTower Advisors
Illinois
$10M -$36.7K -256 -0.3%
FLPIM
228
F.L. Putnam Investment Management
Massachusetts
$10M +$4.23M +29,511 +49%
XK
229
Xact Kapitalforvaltning
Sweden
$9.96M -$375K -2,616 -3%
CCM
230
Covington Capital Management
California
$9.81M -$216K -1,504 -2%
ERSOT
231
Employees Retirement System of Texas
Texas
$9.64M -$6.1M -42,504 -33%
URS
232
Utah Retirement Systems
Utah
$9.6M -$14.3K -100 -0.1%
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$9.42M +$4.45K +31 +0%
RMA
234
Roffman Miller Associates
Pennsylvania
$9.29M +$339K +2,366 +3%
FAF
235
Första AP-fonden
Sweden
$9.26M +$7.4M +51,600 +165%
TPSF
236
Texas Permanent School Fund
Texas
$9.2M +$313K +2,184 +3%
Victory Capital Management
237
Victory Capital Management
Texas
$9.09M +$4.32M +30,101 +59%
BCM
238
Becker Capital Management
Oregon
$9.06M -$6.84M -47,696 -37%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$8.96M -$6.59M -45,943 -36%
PCM
240
Prana Capital Management
Connecticut
$8.87M +$11.4M +79,416 New
CFB
241
Cullen/Frost Bankers
Texas
$8.85M -$785K -5,471 -6%
RFA
242
Reilly Financial Advisors
California
$8.83M +$330K +2,299 +3%
DP
243
DDD Partners
Washington
$8.82M +$414K +2,890 +4%
PC
244
PhiloSmith Capital
Connecticut
$8.79M +$143K +1,000 +1%
Osaic Holdings
245
Osaic Holdings
Arizona
$8.76M +$11.3M +78,518 New
11A
246
10-15 Associates
New York
$8.57M -$184K -1,280 -2%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$8.13M
WBC
248
Westpac Banking Corp
Australia
$7.95M -$786K -5,478 -7%
CIA
249
CCM Investment Advisers
South Carolina
$7.86M +$117K +816 +1%
GG
250
Gofen & Glossberg
Illinois
$7.8M +$337K +2,350 +3%

CB Hedge Fund Activity: Q1 2020 in Review

1,097 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2020, worth a combined $44.7B — down 29% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 184 funds closed out of CB and 89 opened new positions — a net loss of 95 holders — while 478 trimmed existing stakes and 379 added.

The largest buyer was Capital World Investors, adding an estimated $568M. The largest seller was Wellington Management Group, cutting an estimated $571M.

  • 1,097 institutional investors held Chubb (CB) as of Q1 2020, down from 1,206 in Q4 2019.
  • Funds reported $44.7B of Chubb stock for Q1 2020, down 29% quarter-over-quarter.
  • 89 funds opened new Chubb positions in Q1 2020 and 184 closed out, a net change of -95 holders.
  • The largest Chubb buyer in Q1 2020 was Capital World Investors, an estimated $568M added.
  • The largest Chubb seller in Q1 2020 was Wellington Management Group, an estimated $571M sold.

Based on aggregated 13F filings for Q1 2020.