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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
KS
451
Karpas Strategies
Connecticut
$2.4M
PT
452
Plimoth Trust
Massachusetts
$2.36M -$175K -1,250 -8%
HIP
453
Harrell Investment Partners
Texas
$2.34M -$712K -5,083 -25%
O
454
Ossiam
France
$2.33M +$113K +805 +6%
AAM
455
AR Asset Management
California
$2.33M
CIC
456
Cincinnati Indemnity Company
Ohio
$2.32M
ASA
457
Armstrong Shaw Associates
Connecticut
$2.3M -$31.7K -226 -1%
PWLP
458
Prio Wealth Limited Partnership
Massachusetts
$2.26M +$28.7K +205 +1%
WWA
459
WC Walker & Associates
California
$2.25M +$1.91M +13,659 New
NIM
460
Nicollet Investment Management
Minnesota
$2.24M +$5.05K +36 +0.2%
NME
461
Notis-McConarty Edward
$2.23M -$1.08M -7,717 -35%
WAM
462
World Asset Management
Michigan
$2.2M -$105K -749 -5%
TNB
463
Thomasville National Bank
Georgia
$2.19M -$16.5K -118 -0.8%
LAIC
464
Lederer & Associates Investment Counsel
California
$2.18M +$23.4K +167 +1%
F
465
F3Logic
Minnesota
$2.17M -$139K -995 -7%
JAG
466
Journey Advisory Group
Kentucky
$2.17M +$1.98M +14,094 New
Bank of Nova Scotia
467
Bank of Nova Scotia
Ontario, Canada
$2.16M -$77.5K -553 -4%
RWA
468
River Wealth Advisors
Pennsylvania
$2.16M -$54.2K -387 -3%
CNC
469
Canandaigua National Corp
New York
$2.15M -$13.6K -97 -0.7%
VFA
470
Voya Financial Advisors
Connecticut
$2.13M -$1.54K -11 -0.1%
WC
471
Weil Company
California
$2.13M +$280 +2 +0%
BA
472
Bristlecone Advisors
Washington
$2.13M +$22.4K +160 +1%
E
473
Ergoteles
New York
$2.12M +$1.93M +13,765 New
PFS
474
Prospera Financial Services
Texas
$2.09M +$1.47M +10,512 +342%
HF
475
HRT Financial
New York
$2.08M +$1.9M +13,547 New

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.