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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
HCA
501
Harbour Capital Advisors
Virginia
$1.37M +$25.1K +175 +1%
FB
502
Fulton Bank
Pennsylvania
$1.37M -$327K -2,282 -16%
Luther King Capital Management (LKCM)
503
Luther King Capital Management (LKCM)
Texas
$1.36M +$107K +744 +6%
CIM
504
Corbyn Investment Management
Maryland
$1.36M
AAP
505
Aristotle Atlantic Partners
Florida
$1.35M +$148K +1,029 +9%
FC
506
FORA Capital
Florida
$1.35M -$1.04M -7,256 -38%
AF
507
Ally Financial
Michigan
$1.34M
RWA
508
Ropes Wealth Advisors
Massachusetts
$1.31M -$79.3K -553 -4%
AIP
509
Ameritas Investment Partners
Nebraska
$1.31M -$21.9K -153 -1%
BCM
510
Bayesian Capital Management
New York
$1.31M +$1.18M +8,214 +234%
TPCW
511
TD Private Client Wealth
New York
$1.3M -$155K -1,079 -8%
LAIC
512
Lederer & Associates Investment Counsel
California
$1.3M -$12.8K -89 -0.8%
CNBTD
513
Citizens National Bank Trust Department
Mississippi
$1.29M +$1.66M +11,587 New
IRF
514
IBM Retirement Fund
New York
$1.29M +$576K +4,014 +53%
RMCM
515
Reynders McVeigh Capital Management
Massachusetts
$1.29M -$185K -1,292 -10%
CK
516
Cohen Klingenstein
New York
$1.28M
RWM
517
RBA Wealth Management
California
$1.28M -$456K -3,177 -22%
NPP
518
New Potomac Partners
Maryland
$1.27M -$9.03K -63 -0.6%
PGA
519
Portland Global Advisors
Maine
$1.26M -$8.75K -61 -0.5%
SC
520
Slow Capital
California
$1.25M -$96.4K -672 -6%
NC
521
NovaPoint Capital
Georgia
$1.24M +$108K +756 +7%
GDP
522
Great Diamond Partners
Maine
$1.23M +$46.5K +324 +3%
ATC
523
Argent Trust Co
Tennessee
$1.23M -$175K -1,220 -10%
AP
524
Advisor Partners
California
$1.22M -$502K -3,502 -24%
CWM
525
Cordatus Wealth Management
Pennsylvania
$1.2M -$250K -1,746 -14%

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.