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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
VPIM
626
Vanguard Personalized Indexing Management
California
$833K +$13K +93 +2%
Wealthfront Advisers
627
Wealthfront Advisers
California
$832K +$319K +2,273 +72%
DFA
628
Delta Financial Advisors
Louisiana
$830K -$40.4K -288 -5%
LIM
629
Longfellow Investment Management
Massachusetts
$827K +$753K +5,369 New
LWAM
630
Legacy Wealth Asset Management
Minnesota
$825K +$751K +5,361 New
LNC
631
Lincoln National Corp
Pennsylvania
$821K +$115K +823 +18%
AF
632
Advisornet Financial
Minnesota
$819K +$59.7K +426 +9%
FTDI
633
First Trust Direct Indexing
Massachusetts
$817K +$744K +5,307 New
DY
634
Dowling & Yahnke
California
$815K +$7.57K +54 +1%
KCMRT
635
Kemper Corp Master Retirement Trust
Illinois
$812K -$210K -1,500 -22%
QCM
636
Quest Capital Management
Texas
$812K -$2.24K -16 -0.3%
EI
637
Ethic Inc
New York
$810K +$316K +2,252 +75%
SC
638
SRB Corp
Massachusetts
$804K +$66.7K +476 +10%
VA
639
Valmark Advisers
Ohio
$792K +$721K +5,147 New
HVIA
640
Hudson Valley Investment Advisors
New York
$789K -$14.7K -105 -2%
CAM
641
Columbia Asset Management
Michigan
$782K +$404K +2,880 +131%
VNA
642
Valley National Advisers
Pennsylvania
$780K -$49.2K -351 -6%
HA
643
Harfst & Associates
Wyoming
$770K -$2.8K -20 -0.4%
RWB
644
RMR Wealth Builders
New Jersey
$759K -$53.3K -380 -7%
ATIA
645
American Trust Investment Advisors
New Hampshire
$752K
PHS
646
Pekin Hardy Strauss
Illinois
$752K +$280 +2 +0%
CFD
647
Creative Financial Designs
Indiana
$749K +$841 +6 +0.1%
HC
648
Henshaw Capital
Massachusetts
$742K +$4.34K +31 +0.6%
FA
649
FC Advisory
Pennsylvania
$740K
WB
650
Webster Bank
Connecticut
$739K -$28K -200 -4%

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.