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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
FWIA
576
Fort Washington Investment Advisors
Ohio
$911K -$15.7K -125 -2%
MCM
577
Monarch Capital Management
Indiana
$909K
HT
578
Heritage Trust
Oklahoma
$898K -$13.8K -110 -1%
WGCA
579
Wolf Group Capital Advisors
Virginia
$898K
ABP
580
Arthur B. Page
$891K -$333K -2,655 -26%
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$887K +$248K +1,973 +35%
WIC
582
Woodmont Investment Counsel
Tennessee
$883K -$24.1K -192 -2%
FAIM
583
Financial Advocates Investment Management
Washington
$878K -$16.2K -129 -2%
SBH
584
Segall Bryant & Hamill
Illinois
$868K -$1.36M -10,832 -59%
GRP
585
Global Retirement Partners
California
$860K +$68.5K +545 +8%
PRC
586
Pearl River Capital
Michigan
$859K +$930K +7,400 New
LFAS
587
Level Four Advisory Services
Texas
$857K -$67.3K -536 -7%
FA
588
FMA Advisory
Pennsylvania
$852K +$17.6K +140 +2%
ECM
589
ETrade Capital Management
Virginia
$848K +$41.1K +327 +5%
MC
590
Moors & Cabot
Massachusetts
$848K +$50.7K +404 +6%
QI
591
QS Investors
New York
$845K -$34K -271 -4%
MGIA
592
Moneta Group Investment Advisors
Missouri
$836K -$4.4K -35 -0.5%
HB
593
Homrich & Berg
Georgia
$831K -$71.7K -571 -7%
NGA
594
Naples Global Advisors
Florida
$829K +$18.6K +148 +2%
CTC
595
Central Trust Company
Missouri
$825K -$147K -1,172 -14%
AWM
596
Aries Wealth Management
Maine
$824K -$11.3K -90 -1%
PVWM
597
Point View Wealth Management
New Jersey
$820K +$3.39K +27 +0.4%
SCM
598
Silvant Capital Management
Georgia
$817K
SCP
599
Shorepoint Capital Partners
Massachusetts
$809K +$62.7K +499 +8%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$806K +$217K +1,727 +33%

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.