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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
WB
651
Webster Bank
Connecticut
$580K -$70.6K -562 -10%
FAAS
652
First Allied Advisory Services
California
$578K +$28K +223 +5%
AF
653
Advisornet Financial
Minnesota
$568K +$77.4K +616 +14%
PHS
654
Pekin Hardy Strauss
Illinois
$567K -$155K -1,231 -20%
ATIA
655
American Trust Investment Advisors
New Hampshire
$567K
CFD
656
Creative Financial Designs
Indiana
$565K +$32.4K +258 +6%
LOAMS
657
Lombard Odier Asset Management (Switzerland)
Switzerland
$564K +$611K +4,861 New
FA
658
FC Advisory
Pennsylvania
$558K
HW
659
Hancock Whitney
Mississippi
$557K -$27.3K -217 -4%
CA
660
Claro Advisors
Massachusetts
$557K -$7.29K -58 -1%
ALAM
661
Asahi Life Asset Management
Japan
$557K +$603K +4,800 New
HC
662
Henshaw Capital
Massachusetts
$556K +$109K +864 +22%
BCP
663
Blackhawk Capital Partners
Wisconsin
$556K +$552K +4,394 New
PCM
664
Parsons Capital Management
Rhode Island
$553K +$21K +167 +4%
RIM
665
Regent Investment Management
Kentucky
$552K -$96.2K -766 -14%
SC
666
SRB Corp
Massachusetts
$551K
GAM
667
Griffin Asset Management
New York
$549K -$139K -1,105 -19%
DHFB
668
Dixon Hubard Feinour & Brown
Virginia
$548K -$4.4K -35 -0.7%
RC
669
Roundview Capital
New Jersey
$541K -$155K -1,230 -21%
MA
670
Montag & Associates
Georgia
$536K
TA
671
TFG Advisers
Michigan
$535K -$22.7K -181 -4%
SL
672
Summitry LLC
California
$534K
CCIA
673
Campbell & Co Investment Adviser
Maryland
$534K +$578K +4,600 New
WI
674
Wintrust Investments
Illinois
$530K -$38.8K -309 -6%
LNC
675
Lincoln National Corp
Pennsylvania
$525K +$122K +975 +28%

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.