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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
MCM
626
McRae Capital Management
New Jersey
$677K -$56.5K -450 -7%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$675K -$6.78K -54 -0.9%
BHTS
628
Bar Harbor Trust Services
Maine
$675K +$167K +1,329 +30%
RMC
629
Resources Management Corp
Connecticut
$668K +$31.4K +250 +5%
AF
630
Allworth Financial
California
$661K -$4.27K -34 -0.6%
DFA
631
Delta Financial Advisors
Louisiana
$660K -$24.9K -198 -3%
PA
632
Profund Advisors
Maryland
$653K -$40.8K -325 -5%
WSCM
633
Wellington Shields Capital Management
New York
$652K
S
634
SimplyRich
California
$646K
SAM
635
Sompo Asset Management
Japan
$644K -$82.9K -660 -11%
AWM
636
Avior Wealth Management
Nebraska
$638K +$50.4K +401 +8%
PTP
637
Platform Technology Partners
New York
$635K +$47.4K +377 +7%
CFA
638
CWS Financial Advisors
Michigan
$633K
VNA
639
Valley National Advisers
Pennsylvania
$629K -$49.6K -395 -7%
VPIM
640
Vanguard Personalized Indexing Management
California
$618K +$71.5K +569 +12%
RWB
641
RMR Wealth Builders
New Jersey
$617K +$74.4K +592 +13%
QCM
642
Quest Capital Management
Texas
$615K -$241K -1,917 -27%
WTC
643
WhitTier Trust Company
Nevada
$614K
HAG
644
HighPoint Advisor Group
Illinois
$610K -$31.4K -250 -5%
DY
645
Dowling & Yahnke
California
$609K -$11.8K -94 -2%
HVIA
646
Hudson Valley Investment Advisors
New York
$607K -$47.2K -376 -7%
VSWA
647
Vontobel Swiss Wealth Advisors
Switzerland
$604K -$603K -4,800 -48%
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
$590K -$213K -1,692 -25%
RZH
649
Relyea Zuckerberg Hanson
Connecticut
$588K
HA
650
Harfst & Associates
Wyoming
$583K -$4.02K -32 -0.6%

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.