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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
OC
301
Oppenheimer & Co
New York
$4.96M -$211K -1,470 -3%
SAM
302
Securian Asset Management
Minnesota
$4.95M -$118K -820 -2%
LIA
303
LS Investment Advisors
Michigan
$4.92M -$1.05M -7,334 -14%
KCM
304
Kanawha Capital Management
Virginia
$4.87M +$266K +1,856 +4%
RP
305
Rowlandmiller & Partners
Georgia
$4.86M -$34.8K -243 -0.6%
SAM
306
Strategy Asset Managers
California
$4.81M -$1.31M -9,157 -18%
CIC
307
Carnegie Investment Counsel
Ohio
$4.8M +$95.9K +669 +2%
FWCM
308
Ferguson Wellman Capital Management
Oregon
$4.77M +$202K +1,409 +3%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$4.76M -$147K -1,025 -2%
SC
310
SouthState Corp
Florida
$4.74M +$715K +4,987 +13%
HA
311
Hamel Associates
New Jersey
$4.7M +$6.04M +42,100 New
MG
312
Mather Group
Illinois
$4.59M +$5.89M +41,087 New
SWK
313
Stephen W. Kidder
$4.57M -$663K -4,625 -10%
ET
314
Equitable Trust
Tennessee
$4.54M +$506K +3,530 +10%
TCOV
315
Trust Company of Vermont
Vermont
$4.52M -$158K -1,103 -3%
TC
316
Telemus Capital
Michigan
$4.48M -$169K -1,180 -3%
PPCM
317
Pillar Pacific Capital Management
California
$4.45M +$46.9K +327 +0.8%
FNBOO
318
First National Bank of Omaha
Nebraska
$4.35M -$94.2K -657 -2%
TF
319
TIAA FSB
Florida
$4.33M -$1.73M -12,068 -24%
FPTW
320
Franklin, Parlapiano, Turner & Welch
Texas
$4.32M +$217K +1,516 +4%
KOCAA
321
Knights of Columbus Asset Advisors
Connecticut
$4.23M +$473K +3,300 +10%
TCM
322
Tufton Capital Management
Maryland
$4.21M +$1.07M +7,433 +25%
PAI
323
Pittenger & Anderson Inc
Nebraska
$4.16M -$4.35M -30,321 -45%
PA
324
Pinnacle Associates
New York
$4.09M -$137K -955 -3%
SPIA
325
Steward Partners Investment Advisory
New York
$4.09M +$164K +1,142 +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.