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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
PCTC
426
Perkins Coie Trust Company
Washington
$2.28M +$12.7K +101 +0.5%
IIM
427
Ipswich Investment Management
Massachusetts
$2.27M -$10.7K -85 -0.4%
WIC
428
Whitegate Investment Counselors
New Hampshire
$2.27M -$91.1K -725 -4%
RC
429
RegentAtlantic Capital
New Jersey
$2.25M -$400K -3,183 -14%
TU
430
TDAM USA
Ontario, Canada
$2.24M -$113K -896 -4%
Twin Tree Management
431
Twin Tree Management
Texas
$2.22M +$2.4M +19,140 New
SNB
432
Security National Bank
Nebraska
$2.22M +$96.8K +771 +4%
SI
433
Stephens Inc
Arkansas
$2.21M -$1.28M -10,179 -35%
LCP
434
Legacy Capital Partners
Wisconsin
$2.2M -$161K -1,280 -6%
NA
435
NewEdge Advisors
Louisiana
$2.16M +$401K +3,194 +21%
ECM
436
ExodusPoint Capital Management
New York
$2.15M -$433K -3,446 -16%
CSUI
437
Cincinnati Specialty Underwriters Insurance
Ohio
$2.14M
GT
438
Greenleaf Trust
Michigan
$2.14M -$6.03K -48 -0.3%
X
439
Xponance
Pennsylvania
$2.13M -$9.92K -79 -0.4%
PGAM
440
Princeton Global Asset Management
New Jersey
$2.12M -$443K -3,528 -16%
SS
441
Simplicity Solutions
Minnesota
$2.09M +$232K +1,847 +11%
AAS
442
Avantax Advisory Services
Texas
$2.08M +$963K +7,665 +75%
MCA
443
Morris Capital Advisors
Pennsylvania
$2.08M -$137K -1,094 -6%
SAM
444
Selway Asset Management
$2.07M +$25.1K +200 +1%
AAP
445
Aristotle Atlantic Partners
Florida
$2.07M +$161K +1,278 +8%
CIC
446
Carnegie Investment Counsel
Ohio
$2.05M -$1.4M -11,168 -39%
MYAM
447
Meiji Yasuda Asset Management
Japan
$2.04M -$461K -3,670 -17%
PSUF
448
People's United Financial
Connecticut
$2.04M -$421K -3,349 -16%
Creative Planning
449
Creative Planning
Kansas
$2.01M +$339K +2,696 +18%
PAM
450
Panagora Asset Management
Massachusetts
$1.98M +$51.1K +407 +2%

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.