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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
BBHC
626
Brown Brothers Harriman & Co
New York
$685K -$314K -2,191 -26%
WJWM
627
Williams Jones Wealth Management
New York
$684K +$9.89K +69 +1%
PHS
628
Pekin Hardy Strauss
Illinois
$683K +$287 +2 +0%
BBA
629
BLB&B Advisors
Pennsylvania
$681K -$363K -2,528 -29%
BP
630
Ballentine Partners
Massachusetts
$679K +$8.03K +56 +0.9%
KIA
631
KCM Investment Advisors
California
$678K -$6.02K -42 -0.7%
AWM
632
Avior Wealth Management
Nebraska
$675K +$71.7K +500 +9%
SP
633
Symmetry Partners
Connecticut
$671K -$15.6K -109 -2%
IRAG
634
Investment Research & Advisory Group
Georgia
$668K -$245K -1,706 -22%
AIM
635
Aigen Investment Management
New York
$667K +$856K +5,971 New
NGA
636
Naples Global Advisors
Florida
$666K +$14.3K +100 +2%
DFA
637
Delta Financial Advisors
Louisiana
$663K -$848K -5,915 -50%
MCM
638
McRae Capital Management
New Jersey
$655K -$16.9K -118 -2%
WB
639
Webster Bank
Connecticut
$654K -$2.92M -20,334 -78%
PA
640
Profund Advisors
Maryland
$654K -$487K -3,393 -37%
VNA
641
Valley National Advisers
Pennsylvania
$649K -$54.3K -379 -6%
Mercer Global Advisors
642
Mercer Global Advisors
Colorado
$646K -$129K -903 -14%
LNB
643
Ledyard National Bank
$637K -$1.43K -10 -0.2%
S
644
SimplyRich
California
$634K -$53.6K -374 -6%
HVIA
645
Hudson Valley Investment Advisors
New York
$630K -$588K -4,102 -42%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$630K -$28K -195 -3%
PT
647
Plimoth Trust
Massachusetts
$628K +$21.4K +149 +3%
WSCM
648
Wellington Shields Capital Management
New York
$627K
CAM
649
Cresset Asset Management
Illinois
$624K +$23.5K +164 +3%
DY
650
Dowling & Yahnke
California
$623K -$31.3K -218 -4%

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.