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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
Caisse de Depot et Placement du Quebec (CDPQ)
401
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.43M -$4.65M -32,400 -60%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$285K +1,987 +10%
SCA
403
Snowden Capital Advisors
New York
$2.37M -$62.8K -438 -2%
WAM
404
World Asset Management
Michigan
$2.37M -$1.31M -9,166 -30%
CCM
405
Cox Capital Management
Massachusetts
$2.37M
SCI
406
S&CO Inc
Massachusetts
$2.34M
FA
407
FDx Advisors
Illinois
$2.34M +$193K +1,344 +7%
PLFAM
408
Pineno Levin & Ford Asset Management
Virginia
$2.34M +$3.01M +20,960 New
TU
409
TDAM USA
Ontario, Canada
$2.34M +$124K +862 +4%
UTC
410
Unified Trust Company
Kentucky
$2.33M -$5.74K -40 -0.2%
PFPT
411
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.32M +$36.3K +253 +1%
CIS
412
Capital International Sarl
California
$2.32M +$619K +4,317 +26%
PWLP
413
Prio Wealth Limited Partnership
Massachusetts
$2.31M -$406K -2,828 -12%
TNB
414
Thomasville National Bank
Georgia
$2.31M
NB
415
Northwest Bancshares
Pennsylvania
$2.3M +$91.8K +640 +3%
HIP
416
Harrell Investment Partners
Texas
$2.28M +$375K +2,616 +15%
WIC
417
Whitegate Investment Counselors
New Hampshire
$2.25M -$19.4K -135 -0.7%
TI
418
Trexquant Investment
Connecticut
$2.23M +$2.86M +19,957 New
UR
419
USCA RIA
Texas
$2.23M -$1.65M -11,491 -37%
CT
420
Chicago Trust
Illinois
$2.22M +$90.2K +629 +3%
BA
421
Bridgewater Associates
Connecticut
$2.2M +$2.83M +19,732 New
PC
422
Plaisance Capital
Colorado
$2.2M +$2.83M +19,700 New
AFM
423
Andesa Financial Management
Pennsylvania
$2.2M -$41.3K -288 -1%
AAIM
424
Asset Advisors Investment Management
Georgia
$2.19M +$1.52M +10,594 +117%
DCM
425
Delta Capital Management
New Jersey
$2.19M -$28.7K -200 -1%

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.