We are live on ! Find out more

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
CP
576
Covenant Partners
Tennessee
$880K +$26.8K +187 +2%
LFAS
577
Level Four Advisory Services
Texas
$873K +$2.29K +16 +0.2%
PAG
578
Private Advisor Group
New Jersey
$872K -$201K -1,401 -15%
RC
579
Roundview Capital
New Jersey
$867K -$40.2K -280 -3%
ACM
580
Azimuth Capital Management
Michigan
$865K
WGCA
581
Wolf Group Capital Advisors
Virginia
$864K -$957K -6,675 -46%
ECM
582
ETrade Capital Management
Virginia
$863K -$2.15K -15 -0.2%
CAM
583
CenterStar Asset Management
Illinois
$857K
LW
584
Linscomb Wealth
Texas
$848K -$331K -2,306 -23%
QI
585
QS Investors
New York
$845K -$29.4K -205 -3%
MCM
586
Monarch Capital Management
Indiana
$843K
QCM
587
Quest Capital Management
Texas
$818K +$38.3K +267 +4%
RCA
588
Rowland Carmichael Advisors
Arizona
$817K +$144K +1,006 +16%
AF
589
Allworth Financial
California
$816K +$831K +5,798 +385%
IA
590
IFG Advisory
Georgia
$812K +$210K +1,467 +25%
MGIA
591
Moneta Group Investment Advisors
Missouri
$808K
GWM
592
Geneos Wealth Management
Colorado
$806K -$156K -1,086 -13%
SFP
593
Shepherd Financial Partners
Massachusetts
$806K +$289K +2,018 +39%
AC
594
Allstate Corporation
Illinois
$802K -$3.77M -26,269 -79%
FA
595
FMA Advisory
Pennsylvania
$802K -$4.73K -33 -0.5%
COI
596
Connable Office Inc
Michigan
$792K -$88.2K -615 -8%
MWM
597
Mattern Wealth Management
Kansas
$789K -$43.7K -305 -4%
CFGS
598
Concourse Financial Group Securities
Alabama
$786K +$171K +1,190 +21%
SCM
599
Silvant Capital Management
Georgia
$785K
AIC
600
Aurora Investment Counsel
Georgia
$781K -$121K -841 -11%

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.