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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
BS
526
Boenning & Scattergood
Pennsylvania
$1.26M +$19.2K +153 +1%
FB
527
Fulton Bank
Pennsylvania
$1.25M -$41.1K -327 -3%
MYIA
528
Mount Yale Investment Advisors
Colorado
$1.23M +$215K +1,715 +19%
SG Americas Securities
529
SG Americas Securities
New York
$1.23M +$78.6K +626 +6%
MIC
530
Meridian Investment Counsel
California
$1.23M
Mercer Global Advisors
531
Mercer Global Advisors
Colorado
$1.21M +$547K +4,356 +72%
OIA
532
Optimum Investment Advisors
Illinois
$1.2M
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$1.2M -$62.6K -498 -5%
Luther King Capital Management (LKCM)
534
Luther King Capital Management (LKCM)
Texas
$1.19M -$230K -1,828 -15%
TRCT
535
Tower Research Capital (TRC)
New York
$1.19M -$321K -2,558 -20%
PG
536
Pendal Group
Australia
$1.19M +$819K +6,518 +176%
JAM
537
Jupiter Asset Management
United Kingdom
$1.19M +$115K +918 +10%
Allianz Asset Management
538
Allianz Asset Management
Germany
$1.16M -$2.57M -20,450 -67%
CA
539
Cornerstone Advisors
North Carolina
$1.16M
IG
540
ING Group
Netherlands
$1.16M +$775K +6,172 +162%
LCM
541
Laurion Capital Management
New York
$1.16M -$2.09M -16,606 -63%
FHB
542
First Hawaiian Bank
Hawaii
$1.16M +$191K +1,524 +18%
ACM
543
AlphaCrest Capital Management
New York
$1.15M +$1.24M +9,909 New
PGA
544
Portland Global Advisors
Maine
$1.14M -$82K -653 -6%
CA
545
Clearstead Advisors
Ohio
$1.14M -$168K -1,337 -12%
AIC
546
Aurora Investment Counsel
Georgia
$1.12M +$6.41K +51 +0.7%
LWS
547
Lucia Wealth Services
California
$1.11M +$231K +1,839 +24%
MS
548
Maven Securities
Jersey
$1.09M +$440K +3,502 +59%
CCM
549
Cadence Capital Management
Massachusetts
$1.09M -$254K -2,024 -18%
VI
550
Vestcor Inc
New Brunswick, Canada
$1.09M -$34.8K -277 -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.