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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
BB
401
Berkshire Bank
Massachusetts
$3.39M -$42.8K -305 -1%
Creative Planning
402
Creative Planning
Kansas
$3.3M +$580K +4,136 +24%
MML Investors Services
403
MML Investors Services
Massachusetts
$3.28M +$104K +740 +4%
KNW
404
Kesler Norman & Wride
Utah
$3.27M +$2.97M +21,223 New
LCM
405
Liberty Capital Management
Michigan
$3.26M +$2.97M +21,157 New
ASN
406
Advisory Services Network
Georgia
$3.25M -$71.9K -513 -2%
AWM
407
AE Wealth Management
Kansas
$3.23M -$4.91K -35 -0.2%
SCI
408
S&CO Inc
Massachusetts
$3.22M -$14K -100 -0.5%
KAS
409
Kestra Advisory Services
Texas
$3.13M -$951K -6,784 -25%
RC
410
RegentAtlantic Capital
New Jersey
$3.11M +$116K +830 +4%
CT
411
Chicago Trust
Illinois
$3.09M -$140K -996 -5%
HT
412
HighTower Trust
Texas
$3.09M -$23.1K -165 -0.8%
VIA
413
Vident Investment Advisory
Georgia
$3.08M -$62.9K -449 -2%
Simplex Trading
414
Simplex Trading
Illinois
$3.08M +$2.8M +19,981 New
SS
415
Simplicity Solutions
Minnesota
$3.05M +$257K +1,836 +10%
X
416
Xponance
Pennsylvania
$3.02M +$181K +1,290 +7%
UIM
417
USS Investment Management
United Kingdom
$3M -$154K -1,100 -5%
PCTC
418
Perkins Coie Trust Company
Washington
$2.95M -$70.2K -501 -3%
LF
419
Lantz Financial
Illinois
$2.93M -$174K -1,241 -6%
SNB
420
Security National Bank
Nebraska
$2.92M -$12.3K -88 -0.5%
TU
421
TDAM USA
Ontario, Canada
$2.89M -$76.1K -543 -3%
CB
422
Commerce Bank
Missouri
$2.88M -$175K -1,249 -6%
GT
423
Greenleaf Trust
Michigan
$2.88M +$40.4K +288 +2%
IIM
424
Ipswich Investment Management
Massachusetts
$2.84M -$154K -1,101 -6%
CSUI
425
Cincinnati Specialty Underwriters Insurance
Ohio
$2.84M

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.