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1,055 hedge funds and large institutions have $45.9B invested in Chubb in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 451 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $122M | Put options by funds: $111M

0.91% less ownership

Funds ownership: 88.69%87.78% (-0.91%)

3% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 94

1% less funds holding

Funds holding: 1,0701,055 (-15)

9% less capital invested

Capital invested by funds: $50.7B → $45.9B (-$4.81B)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

22% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 451

Holders
1,055
Holders Change
-15
Holders Change %
-1.4%
% of All Funds
21.28%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.38%
New
91
Increased
354
Reduced
451
Closed
94
Calls
$122M
Puts
$111M
Net Calls
+$10.7M
Net Calls Change
-$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
501
Marble Harbor Investment Counsel
Massachusetts
$1.43M -$12.6K -100 -0.8%
FM
502
Foster & Motley
Ohio
$1.43M -$295K -2,351 -16%
HTC
503
Haverford Trust Company
Pennsylvania
$1.43M -$62.6K -498 -4%
NED
504
Nancy E. Dempze
$1.43M -$15.7K -125 -1%
IRAG
505
Investment Research & Advisory Group
Georgia
$1.41M -$50.6K -403 -3%
FI
506
Fosun International
China
$1.4M
TCOO
507
Trust Company of Oklahoma
Oklahoma
$1.39M +$1.51M +12,006 New
AP
508
Advisor Partners
California
$1.39M -$111K -884 -7%
AF
509
Ally Financial
Michigan
$1.39M
TYCC
510
Texas Yale Capital Corp
Florida
$1.39M
HCA
511
Harbour Capital Advisors
Virginia
$1.39M -$43.2K -344 -3%
KRSITF
512
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M +$89.4K +712 +6%
RWA
513
Ropes Wealth Advisors
Massachusetts
$1.37M -$15.1K -120 -1%
DCM
514
Dupont Capital Management
Delaware
$1.36M -$178K -1,421 -11%
KPWS
515
Kestra Private Wealth Services
Texas
$1.35M +$1.46M +11,625 New
NPP
516
New Potomac Partners
Maryland
$1.35M -$10.3K -82 -0.7%
CNBTD
517
Citizens National Bank Trust Department
Mississippi
$1.34M
CK
518
Cohen Klingenstein
New York
$1.33M
TPCW
519
TD Private Client Wealth
New York
$1.33M -$56.9K -453 -4%
CB
520
Community Bank
New York
$1.29M -$22.6K -180 -2%
GWM
521
Geneos Wealth Management
Colorado
$1.29M +$173K +1,380 +14%
RIM
522
Redpoint Investment Management
Australia
$1.28M -$1.44M -11,444 -51%
BRWA
523
B. Riley Wealth Advisors
Florida
$1.27M +$92.2K +734 +7%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$1.27M +$126K +1,000 +10%
SC
525
Slow Capital
California
$1.27M -$36.8K -293 -3%

CB Hedge Fund Activity: Q3 2020 in Review

1,055 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2020, worth a combined $45.9B — down 9.5% from $50.7B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of CB and 91 opened new positions — a net loss of 3 holders — while 451 trimmed existing stakes and 354 added.

The largest buyer was Wellington Management Group, adding an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $821M.

  • 1,055 institutional investors held Chubb (CB) as of Q3 2020, down from 1,070 in Q2 2020.
  • Funds reported $45.9B of Chubb stock for Q3 2020, down 9.5% quarter-over-quarter.
  • 91 funds opened new Chubb positions in Q3 2020 and 94 closed out, a net change of -3 holders.
  • The largest Chubb buyer in Q3 2020 was Wellington Management Group, an estimated $333M added.
  • The largest Chubb seller in Q3 2020 was T. Rowe Price Associates, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2020.