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1,055 hedge funds and large institutions have $45.9B invested in Chubb in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 451 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $122M | Put options by funds: $111M

0.91% less ownership

Funds ownership: 88.69%87.78% (-0.91%)

3% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 94

1% less funds holding

Funds holding: 1,0701,055 (-15)

9% less capital invested

Capital invested by funds: $50.7B → $45.9B (-$4.81B)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

22% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 451

Holders
1,055
Holders Change
-15
Holders Change %
-1.4%
% of All Funds
21.28%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.38%
New
91
Increased
354
Reduced
451
Closed
94
Calls
$122M
Puts
$111M
Net Calls
+$10.7M
Net Calls Change
-$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
401
Quantbot Technologies
New York
$2.79M +$3.02M +24,045 New
BWM
402
BerganKDV Wealth Management
Minnesota
$2.77M +$262K +2,087 +10%
ZCM
403
Ziegler Capital Management
Illinois
$2.76M -$26.4K -210 -0.9%
WB
404
WesBanco Bank
West Virginia
$2.75M -$182K -1,447 -6%
BCM
405
Buckhead Capital Management
Georgia
$2.71M -$8.04K -64 -0.3%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$2.66M +$440K +3,500 +18%
AFM
407
Andesa Financial Management
Pennsylvania
$2.6M +$602K +4,790 +27%
BB
408
Berkshire Bank
Massachusetts
$2.59M +$2.8M +22,311 New
DZ Bank
409
DZ Bank
Germany
$2.58M
NME
410
Notis-McConarty Edward
$2.58M -$416K -3,315 -13%
Daiwa Securities Group
411
Daiwa Securities Group
Japan
$2.57M -$987K -7,861 -26%
ASN
412
Advisory Services Network
Georgia
$2.51M +$107K +854 +4%
PPW
413
Parcion Private Wealth
Washington
$2.48M +$1.64M +13,075 +160%
SB
414
Simmons Bank
Arkansas
$2.46M +$2.66M +21,169 New
CT
415
Chicago Trust
Illinois
$2.45M +$195K +1,554 +8%
AWM
416
AE Wealth Management
Kansas
$2.44M +$550K +4,377 +26%
SCI
417
S&CO Inc
Massachusetts
$2.44M +$43.3K +345 +2%
UIM
418
USS Investment Management
United Kingdom
$2.39M
MML Investors Services
419
MML Investors Services
Massachusetts
$2.39M +$30.9K +246 +1%
VIA
420
Vident Investment Advisory
Georgia
$2.37M -$386K -3,071 -13%
LF
421
Lantz Financial
Illinois
$2.35M +$46.9K +373 +2%
HIP
422
Harrell Investment Partners
Texas
$2.35M +$2.55M +20,265 New
HT
423
HighTower Trust
Texas
$2.35M -$22.7K -181 -0.9%
SC
424
Spindletop Capital
New York
$2.32M +$2.51M +20,000 New
CB
425
Commerce Bank
Missouri
$2.32M -$437K -3,482 -15%

CB Hedge Fund Activity: Q3 2020 in Review

1,055 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2020, worth a combined $45.9B — down 9.5% from $50.7B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of CB and 91 opened new positions — a net loss of 3 holders — while 451 trimmed existing stakes and 354 added.

The largest buyer was Wellington Management Group, adding an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $821M.

  • 1,055 institutional investors held Chubb (CB) as of Q3 2020, down from 1,070 in Q2 2020.
  • Funds reported $45.9B of Chubb stock for Q3 2020, down 9.5% quarter-over-quarter.
  • 91 funds opened new Chubb positions in Q3 2020 and 94 closed out, a net change of -3 holders.
  • The largest Chubb buyer in Q3 2020 was Wellington Management Group, an estimated $333M added.
  • The largest Chubb seller in Q3 2020 was T. Rowe Price Associates, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2020.