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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
FA
676
FC Advisory
Pennsylvania
$537K -$133K -930 -16%
BFO
677
Biltmore Family Office
North Carolina
$536K +$2.15K +15 +0.3%
EMB
678
Elefante Mark B
$531K -$21.5K -150 -3%
BWM
679
Buckley Wealth Management
Nevada
$529K +$175K +1,217 +35%
Tudor Investment Corp
680
Tudor Investment Corp
Connecticut
$529K +$679K +4,734 New
CA
681
Claro Advisors
Massachusetts
$526K +$17.1K +119 +3%
TCM
682
Teza Capital Management
Illinois
$526K +$675K +4,706 New
DC
683
Davenport & Co
Virginia
$524K -$65.8K -459 -9%
MWA
684
Meridian Wealth Advisors
Texas
$522K -$119K -830 -15%
TA
685
TFG Advisers
Michigan
$515K +$18.4K +128 +3%
AF
686
Advisornet Financial
Minnesota
$509K +$215K +1,500 +49%
BBI
687
Baxter Bros Inc
Connecticut
$508K -$84.9K -592 -12%
JWCA
688
J.W. Coons Advisors
Ohio
$508K +$653K +4,555 New
FFWA
689
FRG Family Wealth Advisors
Washington
$505K -$1.43K -10 -0.2%
KWM
690
Kingsview Wealth Management
Oregon
$501K +$124K +866 +24%
SFS
691
Sowell Financial Services
Arkansas
$497K +$112K +778 +21%
CG
692
Caprock Group
Idaho
$492K -$139K -970 -18%
1WA
693
180 Wealth Advisors
Washington
$492K -$103K -718 -13%
EI
694
Ethic Inc
New York
$489K -$14.5K -101 -2%
SL
695
Summitry LLC
California
$489K
FAB
696
First American Bank
Illinois
$487K +$40.9K +285 +7%
MYAM
697
Meiji Yasuda Asset Management
Japan
$484K -$3.29M -22,970 -84%
LPT
698
Legacy Private Trust
Wisconsin
$484K -$1.15M -7,986 -65%
WIP
699
Wellesley Investment Partners
Massachusetts
$484K -$102K -714 -14%
BPM
700
Bowling Portfolio Management
Ohio
$483K -$69.4K -484 -10%

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.