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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
SNT
451
Security National Trust
West Virginia
$1.97M -$153K -1,221 -7%
ECM
452
Everence Capital Management
Indiana
$1.97M -$960K -7,640 -31%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$2.39K -19 -0.1%
PT
454
Plimoth Trust
Massachusetts
$1.93M +$35.5K +283 +2%
WT
455
Whittier Trust
California
$1.9M -$71K -565 -3%
AWM
456
Avitas Wealth Management
California
$1.89M +$21.6K +172 +1%
ST
457
Somerset Trust
Pennsylvania
$1.88M +$42K +334 +2%
Connor, Clark & Lunn Investment Management (CC&L)
458
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.87M +$2.02M +16,090 New
FA
459
FDx Advisors
Illinois
$1.86M -$28.8K -229 -1%
Harris Associates
460
Harris Associates
Illinois
$1.85M +$2M +15,925 New
UA
461
Unison Advisors
District of Columbia
$1.84M +$5.65K +45 +0.3%
DCM
462
Delta Capital Management
New Jersey
$1.82M -$32.7K -260 -2%
KS
463
Karpas Strategies
Connecticut
$1.81M
IRF
464
IBM Retirement Fund
New York
$1.8M +$516K +4,109 +36%
OPPTF
465
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.8M +$32.5K +259 +2%
ASA
466
Armstrong Shaw Associates
Connecticut
$1.76M
AAM
467
AR Asset Management
California
$1.75M
WAM
468
World Asset Management
Michigan
$1.75M +$2.89K +23 +0.2%
CIC
469
Cincinnati Indemnity Company
Ohio
$1.75M
VanEck Associates
470
VanEck Associates
New York
$1.74M -$1.3M -10,350 -41%
CI
471
Cigna Investments
Connecticut
$1.69M -$3.39K -27 -0.2%
Bank of Nova Scotia
472
Bank of Nova Scotia
Ontario, Canada
$1.69M -$33K -263 -2%
NRS
473
Neville Rodie & Shaw
New York
$1.69M -$154K -1,226 -8%
NIM
474
Nicollet Investment Management
Minnesota
$1.68M -$19.6K -156 -1%
PWLP
475
Prio Wealth Limited Partnership
Massachusetts
$1.68M -$125K -995 -6%

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.