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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
CA
651
Claro Advisors
Massachusetts
$737K -$981 -7 -0.1%
CFA
652
CWS Financial Advisors
Michigan
$726K -$103K -738 -14%
RIM
653
Regent Investment Management
Kentucky
$721K -$9.39K -67 -1%
SA
654
Sicart Associates
New York
$720K +$305K +2,175 +88%
PCM
655
Parsons Capital Management
Rhode Island
$712K -$18.6K -133 -3%
Cetera Investment Advisers
656
Cetera Investment Advisers
Illinois
$709K +$646K +4,606 New
SL
657
Summitry LLC
California
$708K
FMWA
658
Forvis Mazars Wealth Advisors
Missouri
$706K -$69.4K -495 -10%
RZH
659
Relyea Zuckerberg Hanson
Connecticut
$699K -$49.3K -352 -7%
GAM
660
Griffin Asset Management
New York
$693K -$31.5K -225 -5%
CCM
661
Community Capital Management
Florida
$693K
EH
662
Employers Holdings
Nevada
$690K
CTC
663
Central Trust Company
Missouri
$669K -$386K -2,757 -39%
TA
664
TFG Advisers
Michigan
$666K -$39.2K -280 -6%
HW
665
Hancock Whitney
Mississippi
$665K -$68.1K -486 -10%
DAS
666
Dynamic Advisor Solutions
Arizona
$663K -$3.5K -25 -0.6%
PTC
667
Private Trust Company
Ohio
$661K -$539K -3,847 -47%
FFWA
668
FRG Family Wealth Advisors
Washington
$661K
FF
669
FourThought Financial
Florida
$659K +$600K +4,282 New
BFEC
670
Benjamin F. Edwards & Company
Missouri
$657K -$374K -2,670 -38%
AWM
671
Avior Wealth Management
Nebraska
$653K -$175K -1,252 -23%
MWA
672
Meridian Wealth Advisors
Texas
$651K +$9.81K +70 +2%
Lido Advisors
673
Lido Advisors
California
$648K -$33.1K -236 -5%
CPR
674
CSU Producer Resources
Ohio
$648K
CG
675
Caprock Group
Idaho
$648K +$9.53K +68 +2%

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.