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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
ST
451
Somerset Trust
Pennsylvania
$1.74M -$98.7K -688 -4%
PFS
452
Prospera Financial Services
Texas
$1.74M -$537K -3,744 -19%
HB
453
Homrich & Berg
Georgia
$1.73M +$18.6K +130 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
454
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.73M +$2.22M +15,475 New
GI
455
GAMCO Investors
Connecticut
$1.73M -$136K -950 -6%
FAT
456
First American Trust
California
$1.72M -$338K -2,359 -13%
AAM
457
AR Asset Management
California
$1.69M
VFA
458
Voya Financial Advisors
Connecticut
$1.69M +$272K +1,894 +15%
CIC
459
Cincinnati Indemnity Company
Ohio
$1.68M
Jacobs Levy Equity Management
460
Jacobs Levy Equity Management
New Jersey
$1.67M +$921K +6,424 +75%
KCMRT
461
Kemper Corp Master Retirement Trust
Illinois
$1.67M
HI
462
Harrington Investments
California
$1.65M -$4.88K -34 -0.2%
SLI
463
Sumitomo Life Insurance
Japan
$1.64M -$78.2K -545 -4%
NIM
464
Nicollet Investment Management
Minnesota
$1.62M -$38.7K -270 -2%
HTC
465
Haverford Trust Company
Pennsylvania
$1.61M -$224K -1,564 -10%
TYCC
466
Texas Yale Capital Corp
Florida
$1.59M -$110K -768 -5%
FMWA
467
Forvis Mazars Wealth Advisors
Missouri
$1.59M -$730K -5,088 -26%
RWA
468
River Wealth Advisors
Pennsylvania
$1.56M -$150K -1,043 -7%
DT
469
Diversified Trust
Tennessee
$1.56M +$250K +1,745 +14%
BCV
470
Banque Cantonale Vaudoise
Switzerland
$1.56M
BA
471
Bristlecone Advisors
Washington
$1.55M -$150K -1,049 -7%
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.53M +$431K +3,003 +28%
WC
473
Weil Company
California
$1.53M -$143K -1,000 -7%
CSM
474
CAMG Solamere Management
North Carolina
$1.51M +$1.94M +13,505 New
ECM
475
ExodusPoint Capital Management
New York
$1.5M +$1.92M +13,407 New

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.