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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
CCM
551
Cox Capital Management
Massachusetts
$1.38M +$46.5K +332 +4%
SCP
552
Shorepoint Capital Partners
Massachusetts
$1.37M +$268K +1,911 +27%
NRS
553
Neville Rodie & Shaw
New York
$1.36M -$801K -5,712 -39%
VVP
554
Venture Visionary Partners
Ohio
$1.36M +$710K +5,062 +135%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.35M +$163K +1,160 +15%
IA
556
IFG Advisory
Georgia
$1.33M +$81K +578 +7%
VI
557
Vestcor Inc
New Brunswick, Canada
$1.32M -$107K -766 -8%
WIC
558
Woodmont Investment Counsel
Tennessee
$1.31M +$128K +915 +12%
Luther King Capital Management (LKCM)
559
Luther King Capital Management (LKCM)
Texas
$1.31M -$247K -1,759 -17%
CRC
560
Curi RMB Capital
Illinois
$1.31M +$644K +4,593 +117%
IUHSA
561
Itau Unibanco Holding S.A.
Brazil
$1.31M +$1.19M +8,500 New
CDH
562
Charles D. Hyman
$1.29M
SBSB
563
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.25M
MWM
564
Mattern Wealth Management
Kansas
$1.24M -$8.27K -59 -0.7%
MOS
565
MGO One Seven
Ohio
$1.23M -$27.3K -195 -2%
MCM
566
MV Capital Management
Maryland
$1.21M +$226K +1,611 +26%
MCM
567
Monarch Capital Management
Indiana
$1.21M
ECM
568
ExodusPoint Capital Management
New York
$1.2M -$1.51M -10,741 -58%
LC
569
Lincoln Capital
Nebraska
$1.2M -$28.5K -203 -3%
WGCA
570
Wolf Group Capital Advisors
Virginia
$1.19M
HT
571
Heritage Trust
Oklahoma
$1.18M -$7.15K -51 -0.7%
FWIA
572
Fort Washington Investment Advisors
Ohio
$1.18M -$24.5K -175 -2%
AIM
573
AMI Investment Management
Indiana
$1.16M -$89K -635 -8%
GRP
574
Global Retirement Partners
California
$1.16M +$15.1K +108 +1%
RCA
575
Rowland Carmichael Advisors
Arizona
$1.15M -$241K -1,721 -19%

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.