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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
HTC
501
Haverford Trust Company
Pennsylvania
$1.83M -$58.9K -420 -3%
KPWS
502
Kestra Private Wealth Services
Texas
$1.82M +$53.1K +379 +3%
TCOO
503
Trust Company of Oklahoma
Oklahoma
$1.81M -$32.1K -229 -2%
RIM
504
Redpoint Investment Management
Australia
$1.8M +$92K +656 +6%
ACM
505
Alethea Capital Management
Washington
$1.8M +$1.64M +11,666 New
NPP
506
New Potomac Partners
Maryland
$1.77M -$17.5K -125 -1%
CK
507
Cohen Klingenstein
New York
$1.76M
GWM
508
Geneos Wealth Management
Colorado
$1.76M +$175K +1,248 +11%
TYCC
509
Texas Yale Capital Corp
Florida
$1.76M -$75.3K -537 -4%
SG Americas Securities
510
SG Americas Securities
New York
$1.75M +$110K +787 +7%
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$1.74M +$437K +3,120 +38%
PG
512
Patten Group
Tennessee
$1.74M -$192K -1,367 -11%
CB
513
Community Bank
New York
$1.72M +$5.05K +36 +0.3%
TRCT
514
Tower Research Capital (TRC)
New York
$1.72M +$130K +928 +9%
FM
515
Foster & Motley
Ohio
$1.69M -$187K -1,331 -11%
SC
516
Slow Capital
California
$1.69M +$11.5K +82 +0.8%
CWM
517
Cordatus Wealth Management
Pennsylvania
$1.69M -$340K -2,424 -18%
MYIA
518
Mount Yale Investment Advisors
Colorado
$1.69M +$46.5K +332 +3%
AAS
519
Avantax Advisory Services
Texas
$1.68M -$979K -6,982 -39%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$1.68M
AWM
521
Altium Wealth Management
New York
$1.66M +$1.51M +10,781 New
AG
522
Algert Global
California
$1.65M +$1.5M +10,723 New
AWA
523
Aaron Wealth Advisors
Illinois
$1.63M +$1.49M +10,597 New
TPCW
524
TD Private Client Wealth
New York
$1.63M -$123K -875 -8%
Jacobs Levy Equity Management
525
Jacobs Levy Equity Management
New Jersey
$1.63M +$1.48M +10,562 New

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.