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1,205 hedge funds and large institutions have $62.8B invested in Chubb in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 445 increasing their positions, 415 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 60

27% more call options, than puts

Call options by funds: $116M | Put options by funds: $91.4M

6% more funds holding

Funds holding: 1,1331,205 (+72)

7% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 415

1.4% less ownership

Funds ownership: 90.48%89.08% (-1.4%)

5% less capital invested

Capital invested by funds: $66.5B → $62.8B (-$3.61B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,205
Holders Change
+72
Holders Change %
+6.35%
% of All Funds
23.74%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.43%
New
151
Increased
445
Reduced
415
Closed
60
Calls
$116M
Puts
$91.4M
Net Calls
+$25.1M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$546M +$32.9M +214,822 +7%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$506M +$109M +709,767 +28%
Legal & General Group
28
Legal & General Group
United Kingdom
$479M +$5.08M +33,215 +1%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$385M -$5.86M -38,269 -2%
Goldman Sachs
30
Goldman Sachs
New York
$375M +$43.4M +283,371 +13%
Franklin Resources
31
Franklin Resources
California
$361M -$114M -743,520 -24%
Invesco
32
Invesco
Georgia
$356M +$9.91M +64,741 +3%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$351M -$16M -104,611 -4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$327M -$310K -2,024 -0.1%
RJA
35
Raymond James & Associates
Florida
$324M +$21.5M +140,487 +7%
UBS AM
36
UBS AM
Illinois
$319M +$8.05M +52,638 +3%
Charles Schwab
37
Charles Schwab
California
$310M +$3.47M +22,692 +1%
Principal Financial Group
38
Principal Financial Group
Iowa
$310M +$9.65M +63,073 +3%
DSA
39
Davis Selected Advisers
Arizona
$301M -$10.4M -68,210 -3%
Bessemer Group
40
Bessemer Group
New Jersey
$266M +$236K +1,542 +0.1%
Stifel Financial
41
Stifel Financial
Missouri
$253M +$69.7M +455,569 +39%
Swiss National Bank
42
Swiss National Bank
Switzerland
$253M -$11M -71,800 -4%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240M -$33.3M -217,328 -13%
PPA
44
Parametric Portfolio Associates
Washington
$238M +$2.34M +15,318 +1%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$214M -$6.39M -41,787 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$199M -$17.9M -117,217 -8%
SCCM
47
Schafer Cullen Capital Management
New York
$194M +$742K +4,851 +0.4%
APG Asset Management
48
APG Asset Management
Netherlands
$188M -$75M -490,000 -27%
PC
49
Polar Capital
United Kingdom
$186M -$4.02M -26,268 -2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$182M -$8.83M -57,700 -5%

CB Hedge Fund Activity: Q4 2019 in Review

1,205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2019, worth a combined $62.8B — down 5.4% from $66.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CB positions and 60 closed out — a net gain of 91 holders — while 445 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $451M. The largest seller was WCM Investment Management, cutting an estimated $1.21B.

  • 1,205 institutional investors held Chubb (CB) as of Q4 2019, up from 1,133 in Q3 2019.
  • Funds reported $62.8B of Chubb stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 151 funds opened new Chubb positions in Q4 2019 and 60 closed out, a net change of +91 holders.
  • The largest Chubb buyer in Q4 2019 was T. Rowe Price Associates, an estimated $451M added.
  • The largest Chubb seller in Q4 2019 was WCM Investment Management, an estimated $1.21B sold.

Based on aggregated 13F filings for Q4 2019.