We are live on ! Find out more

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
UBS Group
26
UBS Group
Switzerland
$438M +$61.9M +441,489 +18%
Viking Global Investors
27
Viking Global Investors
Connecticut
$417M -$99.5M -709,899 -21%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$363M -$21.2M -150,942 -6%
RJA
29
Raymond James & Associates
Florida
$347M +$5.86M +41,805 +2%
AGA
30
Altrinsic Global Advisors
Connecticut
$316M +$8.51M +60,730 +3%
UBS AM
31
UBS AM
Illinois
$316M -$46.5M -332,069 -14%
Morgan Stanley
32
Morgan Stanley
New York
$311M +$16.5M +117,406 +6%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$305M +$2.84M +20,282 +1%
Charles Schwab
34
Charles Schwab
California
$303M +$3.02M +21,531 +1%
Goldman Sachs
35
Goldman Sachs
New York
$297M +$122M +869,062 +82%
Swiss National Bank
36
Swiss National Bank
Switzerland
$295M -$6.76M -48,200 -2%
Stifel Financial
37
Stifel Financial
Missouri
$294M +$14.4M +102,584 +6%
DSA
38
Davis Selected Advisers
Arizona
$284M +$23.8M +169,903 +10%
Principal Financial Group
39
Principal Financial Group
Iowa
$282M -$742K -5,290 -0.3%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$261M -$87.7M -625,327 -27%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$232M -$27M -192,404 -11%
Deutsche Bank
42
Deutsche Bank
Germany
$231M +$4.83M +34,454 +2%
AAMU
43
Amundi Asset Management US
Massachusetts
$219M +$70.9M +506,107 +55%
KBC Group
44
KBC Group
Belgium
$204M -$2.94M -20,940 -8%
NI
45
Nuance Investments
Missouri
$201M -$138M -984,284 -43%
Invesco
46
Invesco
Georgia
$201M -$35.9M -256,091 -16%
PPA
47
Parametric Portfolio Associates
Washington
$184M +$19.8M +141,026 +13%
DZ Bank
48
DZ Bank
Germany
$183M +$166M +1,183,998 +5,335%
PCH
49
Polar Capital Holdings
United Kingdom
$176M +$160M +1,143,344 New
SCCM
50
Schafer Cullen Capital Management
New York
$163M -$12.7M -90,740 -8%

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.