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
AWM
601
Aries Wealth Management
Maine
$781K +$8.89K +62 +0.8%
CI
602
Conning Inc
Connecticut
$777K -$39.7K -277 -4%
PVWM
603
Point View Wealth Management
New Jersey
$776K -$6.31K -44 -0.6%
FPS
604
Fieldpoint Private Securities
Connecticut
$776K +$53.6K +374 +6%
FLI
605
Family Legacy Inc
South Carolina
$763K +$28.7K +200 +3%
RIM
606
Regent Investment Management
Kentucky
$758K -$7.17K -50 -0.7%
B
607
Barings
North Carolina
$755K -$215K -1,500 -18%
VRS
608
Virginia Retirement Systems
Virginia
$753K
1W
609
1776 Wealth
Georgia
$742K +$439K +3,060 +119%
FAAS
610
First Allied Advisory Services
California
$737K +$117K +816 +14%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$736K -$1.24M -8,659 -57%
GIM
612
Goelzer Investment Management
Indiana
$736K -$70.7K -493 -7%
HW
613
Hancock Whitney
Mississippi
$734K -$115K -799 -11%
ACH
614
ArrowMark Colorado Holdings
Colorado
$732K +$301K +2,100 +47%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$731K -$277K -1,931 -23%
AWM
616
AE Wealth Management
Kansas
$723K +$228K +1,591 +33%
SCA
617
Sippican Capital Advisors
Massachusetts
$722K -$10.8K -75 -1%
PPW
618
Parcion Private Wealth
Washington
$711K +$38.1K +266 +4%
BRWM
619
B. Riley Wealth Management
Tennessee
$704K +$904K +6,307 New
BIM
620
Bridges Investment Management
Nebraska
$701K -$311K -2,170 -26%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$700K -$266K -1,855 -23%
TC
622
Toews Corporation
New Jersey
$692K +$889K +6,200 New
GRP
623
Global Retirement Partners
California
$690K -$163K -1,136 -16%
PW
624
Price Wealth
Texas
$690K +$71.1K +496 +9%
CFA
625
CWS Financial Advisors
Michigan
$687K

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.