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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
BBHC
601
Brown Brothers Harriman & Co
New York
$1.02M +$79.5K +567 +9%
BRWA
602
B. Riley Wealth Advisors
Florida
$1.02M -$556K -3,969 -38%
ACH
603
ArrowMark Colorado Holdings
Colorado
$1.01M
FCBT
604
First Citizens Bank & Trust
North Carolina
$1.01M +$920K +6,563 New
CI
605
Conning Inc
Connecticut
$1.01M -$17.9K -128 -2%
CPWA
606
Cerro Pacific Wealth Advisors
California
$983K +$895K +6,386 New
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$976K +$74.3K +530 +9%
Los Angeles Capital Management
608
Los Angeles Capital Management
California
$976K +$889K +6,340 New
BHTS
609
Bar Harbor Trust Services
Maine
$956K +$56.1K +400 +7%
LFAS
610
Level Four Advisory Services
Texas
$934K -$183K -1,308 -18%
GIA
611
Gateway Investment Advisers
Ohio
$918K -$18.8K -134 -2%
MCM
612
McRae Capital Management
New Jersey
$898K
CAG
613
Csenge Advisory Group
Florida
$889K +$401K +2,863 +98%
KIA
614
KCM Investment Advisors
California
$878K -$20.3K -145 -2%
RMC
615
Resources Management Corp
Connecticut
$875K -$9.11K -65 -1%
HAG
616
HighPoint Advisor Group
Illinois
$875K +$120K +858 +19%
CAM
617
Cresset Asset Management
Illinois
$872K -$334K -2,382 -30%
WS
618
Wedbush Securities
California
$864K -$43.2K -308 -5%
WSCM
619
Wellington Shields Capital Management
New York
$864K
PFPT
620
Pinnacle Financial Partners (Tennessee)
Tennessee
$860K -$71.6K -511 -8%
PA
621
Profund Advisors
Maryland
$859K -$6.31K -45 -0.8%
S
622
SimplyRich
California
$856K
PTP
623
Platform Technology Partners
New York
$852K +$8.97K +64 +1%
IA
624
IndexIQ Advisors
New York
$848K +$362K +2,582 +88%
WTC
625
WhitTier Trust Company
Nevada
$840K +$23.1K +165 +3%

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.