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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
NAMP
651
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$620K -$49K -342 -6%
GAM
652
Griffin Asset Management
New York
$617K +$281K +1,960 +55%
DDPIC
653
Deroy & Devereaux Private Investment Counsel
Michigan
$614K
CA
654
Clearstead Advisors
Ohio
$605K +$143 +1 +0%
FHB
655
First Hawaiian Bank
Hawaii
$603K +$258K +1,797 +50%
SFSIG
656
San Francisco Sentry Investment Group
California
$599K -$25.5K -178 -3%
FTI
657
Fiduciary Trust International
Massachusetts
$598K +$3.15K +22 +0.4%
MA
658
Montag & Associates
Georgia
$597K -$74.3K -518 -9%
AIL
659
AGF Investments LLC
Ontario, Canada
$590K -$70.8K -494 -9%
SWP
660
Stratos Wealth Partners
Ohio
$588K +$126K +880 +20%
MC
661
Moors & Cabot
Massachusetts
$587K -$562K -3,920 -43%
AWA
662
Arete Wealth Advisors
Illinois
$581K +$30.7K +214 +4%
NBG
663
Nancy B. Gardiner
$578K -$123K -860 -14%
HC
664
Henshaw Capital
Massachusetts
$576K +$302K +2,106 +69%
WTC
665
WhitTier Trust Company
Nevada
$571K +$8.6K +60 +1%
CCT
666
Chemung Canal Trust
New York
$568K
HA
667
Harfst & Associates
Wyoming
$563K +$41.4K +289 +6%
RZH
668
Relyea Zuckerberg Hanson
Connecticut
$562K +$13.6K +95 +2%
PG
669
Pendal Group
Australia
$557K +$45.3K +316 +7%
AssetMark Inc
670
AssetMark Inc
California
$554K +$139K +968 +24%
DHFB
671
Dixon Hubard Feinour & Brown
Virginia
$549K
ATIA
672
American Trust Investment Advisors
New Hampshire
$546K
PTP
673
Platform Technology Partners
New York
$545K +$129K +901 +23%
DWT
674
Dorsey & Whitney Trust
South Dakota
$542K -$20.5K -143 -3%
MCM
675
MV Capital Management
Maryland
$541K +$76.9K +536 +12%

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.