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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
Legal & General Group
26
Legal & General Group
United Kingdom
$352M +$10.4M +72,363 +2%
UBS Group
27
UBS Group
Switzerland
$320M -$122M -851,044 -23%
Morgan Stanley
28
Morgan Stanley
New York
$286M -$136M -949,056 -27%
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$251M -$810K -5,650 -0.3%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$251M -$31.7M -221,145 -9%
RJA
31
Raymond James & Associates
Florida
$247M +$18.9M +131,534 +6%
UBS AM
32
UBS AM
Illinois
$243M +$18M +125,592 +6%
Invesco
33
Invesco
Georgia
$242M -$16.9M -117,603 -5%
Principal Financial Group
34
Principal Financial Group
Iowa
$233M +$14.2M +98,968 +5%
Charles Schwab
35
Charles Schwab
California
$225M +$3.86M +26,922 +1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$221M +$49.9M +348,000 +21%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$220M -$18.9M -131,660 -6%
Goldman Sachs
38
Goldman Sachs
New York
$201M -$87.5M -610,329 -25%
Stifel Financial
39
Stifel Financial
Missouri
$198M +$20.4M +142,099 +9%
DSA
40
Davis Selected Advisers
Arizona
$194M -$27.6M -192,664 -10%
Citadel Advisors
41
Citadel Advisors
Florida
$179M +$190M +1,325,162 +480%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170M +$8.55M +59,613 +4%
NI
43
Nuance Investments
Missouri
$164M +$132M +921,501 +170%
PPA
44
Parametric Portfolio Associates
Washington
$156M -$19M -132,810 -9%
AGA
45
Altrinsic Global Advisors
Connecticut
$140M +$18.1M +126,171 +11%
CS
46
Credit Suisse
Switzerland
$139M +$53.8M +375,217 +43%
PC
47
Polar Capital
United Kingdom
$133M -$430 -3 -0%
SCCM
48
Schafer Cullen Capital Management
New York
$131M -$11.3M -78,522 -6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$129M -$17.4M -121,136 -9%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$128M -$3.67M -25,600 -2%

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.