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1,164 hedge funds and large institutions have $61B invested in Chubb in 2020 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 368 increasing their positions, 430 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 76

51% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

33% more capital invested

Capital invested by funds: $45.9B → $61B (+$15.1B)

10% more funds holding

Funds holding: 1,0541,164 (+110)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.13% less ownership

Funds ownership: 87.78%87.64% (-0.13%)

14% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 430

Holders
1,164
Holders Change
+110
Holders Change %
+10.44%
% of All Funds
20.6%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
206
Increased
368
Reduced
430
Closed
76
Calls
$217M
Puts
$143M
Net Calls
+$73.3M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UTC
376
Unified Trust Company
Kentucky
$4.2M +$206K +1,468 +6%
SCA
377
Stokes Capital Advisors
South Carolina
$4.16M +$22.3K +159 +0.6%
MFS
378
Mirabella Financial Services
United Kingdom
$4.12M +$109K +777 +9%
KFS
379
Kurt F. Somerville
$4.05M -$8.25M -58,859 -69%
AIM
380
Achmea Investment Management
Netherlands
$4.03M +$3.67M +26,190 New
NB
381
Northwest Bancshares
Pennsylvania
$3.94M +$221K +1,575 +7%
SIM
382
Sentry Investment Management
Wisconsin
$3.94M -$442K -3,151 -11%
MFP
383
Michael F. Price
$3.92M
SBL
384
Sargent Bickham Lagudis
Colorado
$3.9M -$380K -2,709 -10%
Nomura Holdings
385
Nomura Holdings
Japan
$3.9M -$1.82M -13,010 -34%
PP
386
Palladium Partners
Virginia
$3.88M +$12.1K +86 +0.3%
AAIM
387
American Assets Investment Management
California
$3.85M
BWM
388
BerganKDV Wealth Management
Minnesota
$3.82M +$143K +1,018 +4%
CIS
389
Capital International Sarl
California
$3.82M +$70.8K +505 +2%
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
$3.79M -$7.85K -56 -0.2%
SDIC
391
South Dakota Investment Council
South Dakota
$3.74M
ZCM
392
Ziegler Capital Management
Illinois
$3.66M -$5.61K -40 -0.2%
BCM
393
Buckhead Capital Management
Georgia
$3.66M +$64.3K +459 +2%
LA
394
LVW Advisors
New York
$3.63M -$117K -836 -3%
Ninety One (UK)
395
Ninety One (UK)
United Kingdom
$3.61M -$9.77M -69,699 -75%
SSA
396
Schonfeld Strategic Advisors
New York
$3.59M -$7.22M -51,496 -69%
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$3.52M +$96.2K +686 +3%
PCM
398
Prana Capital Management
Connecticut
$3.5M -$45.7M -325,769 -93%
FMT
399
First Mercantile Trust
Tennessee
$3.48M -$71.6K -511 -2%
BCB
400
Brian C. Broderick
$3.4M -$2.12M -15,139 -41%

CB Hedge Fund Activity: Q4 2020 in Review

1,164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2020, worth a combined $61B — up 33% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new CB positions and 76 closed out — a net gain of 130 holders — while 368 added to existing stakes and 430 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $423M. The largest seller was BlackRock, cutting an estimated $383M.

  • 1,164 institutional investors held Chubb (CB) as of Q4 2020, up from 1,054 in Q3 2020.
  • Funds reported $61B of Chubb stock for Q4 2020, up 33% quarter-over-quarter.
  • 206 funds opened new Chubb positions in Q4 2020 and 76 closed out, a net change of +130 holders.
  • The largest Chubb buyer in Q4 2020 was T. Rowe Price Associates, an estimated $423M added.
  • The largest Chubb seller in Q4 2020 was BlackRock, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2020.