We are live on ! Find out more

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
MJP
326
Michael J. Puzo
$4.08M -$560K -3,908 -10%
SHGA
327
Sand Hill Global Advisors
California
$4.01M -$16.1K -112 -0.3%
MI
328
Markston International
New York
$4M
CGH
329
Crossmark Global Holdings
Texas
$3.97M -$17.9K -125 -0.4%
Allianz Asset Management
330
Allianz Asset Management
Germany
$3.94M -$4.61M -32,162 -48%
FTIOP
331
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.86M -$358K -2,494 -7%
MML Investors Services
332
MML Investors Services
Massachusetts
$3.82M -$60.4K -421 -1%
VanEck Associates
333
VanEck Associates
New York
$3.81M -$1.02M -7,104 -17%
FNT
334
First National Trust
Pennsylvania
$3.73M +$282K +1,964 +6%
TAF
335
Tredje AP-fonden
Sweden
$3.71M -$200K -1,392 -4%
FMC
336
First Merchants Corp
Indiana
$3.71M +$89.2K +622 +2%
LMIM
337
Lockheed Martin Investment Management
Maryland
$3.71M
AIA
338
AGF Investments America
Ontario, Canada
$3.67M -$837K -5,835 -15%
DAC
339
Dividend Assets Capital
South Carolina
$3.58M -$136K -947 -3%
CT
340
Coastline Trust
Rhode Island
$3.54M -$202K -1,407 -4%
AI
341
Atria Investments
North Carolina
$3.52M +$418K +2,917 +10%
LBC
342
Lowe Brockenbrough & Co
Virginia
$3.48M +$37.4K +261 +0.8%
KRS
343
Kentucky Retirement Systems
Kentucky
$3.46M +$1.1M +7,637 +33%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$3.45M -$53.2K -371 -1%
Baird Financial Group
345
Baird Financial Group
Wisconsin
$3.45M +$115K +803 +3%
ZAM
346
Zevin Asset Management
Massachusetts
$3.43M +$530K +3,696 +14%
HCMT
347
Highland Capital Management (Tennessee)
Tennessee
$3.41M -$108K -750 -2%
Marshall Wace
348
Marshall Wace
United Kingdom
$3.37M +$4.32M +30,141 New
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$3.35M +$37.3K +260 +0.9%
CIM
350
Contravisory Investment Management
Massachusetts
$3.35M -$208K -1,453 -5%

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.