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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
PCMC
676
Private Capital Management (Colorado)
Colorado
$641K +$591K +4,219 New
DWT
677
Dorsey & Whitney Trust
South Dakota
$631K +$16.7K +119 +3%
AF
678
Allworth Financial
California
$625K -$229K -1,631 -29%
WA
679
WBH Advisory
Maryland
$625K -$45K -321 -7%
RC
680
Roundview Capital
New Jersey
$623K -$85.9K -613 -13%
KWM
681
Kingsview Wealth Management
Oregon
$623K +$34.2K +244 +6%
SCA
682
Sippican Capital Advisors
Massachusetts
$615K -$285K -2,034 -34%
PAM
683
Premier Asset Management
Illinois
$615K +$268K +1,910 +92%
BOH
684
Bank of Hawaii
Hawaii
$609K +$3.22K +23 +0.6%
MBT
685
Montecito Bank & Trust
California
$606K
DDC
686
DF Dent & Co
Maryland
$602K -$14K -100 -2%
JWCA
687
J.W. Coons Advisors
Ohio
$602K -$7.01K -50 -1%
ALAM
688
Asahi Life Asset Management
Japan
$600K -$126K -900 -19%
MA
689
Montag & Associates
Georgia
$596K -$105K -750 -16%
BPM
690
Bowling Portfolio Management
Ohio
$588K -$62.9K -449 -11%
SFS
691
Sowell Financial Services
Arkansas
$584K -$701 -5 -0.1%
PAS
692
Park Avenue Securities
New York
$584K +$126K +902 +31%
SP
693
Symmetry Partners
Connecticut
$578K -$1.26K -9 -0.2%
SLWA
694
San Luis Wealth Advisors
California
$576K +$524K +3,741 New
FQ
695
First Quadrant
California
$575K
BS
696
Bessemer Securities
New York
$574K
CTA
697
Chesley Taft & Associates
Illinois
$571K
WP
698
WMS Partners
Maryland
$570K -$69K -492 -12%
Lazard Asset Management
699
Lazard Asset Management
New York
$567K -$101K -722 -16%
GIA
700
Guyasuta Investment Advisors
Pennsylvania
$561K

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.