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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
MAFM
701
Mid Atlantic Financial Management
Pennsylvania
$481K -$365K -2,547 -37%
PA
702
Parallel Advisors
California
$481K -$253K -1,763 -29%
RMC
703
Resources Management Corp
Connecticut
$480K +$145K +1,014 +31%
PCM
704
Parsons Capital Management
Rhode Island
$478K +$7.6K +53 +1%
FHA
705
First Horizon Advisors
Tennessee
$475K -$47.6K -332 -7%
CPR
706
CSU Producer Resources
Ohio
$471K
IWC
707
Integrated Wealth Concepts
Massachusetts
$469K +$79.7K +556 +15%
SS
708
Simplicity Solutions
Minnesota
$468K -$60.2K -420 -9%
GT
709
Glenview Trust
Kentucky
$468K -$20.4K -142 -3%
JCM
710
Jacobi Capital Management
Pennsylvania
$461K -$75.3K -525 -11%
LOAME
711
Lombard Odier Asset Management (Europe)
United Kingdom
$456K -$98.8K -689 -14%
DDC
712
DF Dent & Co
Maryland
$453K +$860 +6 +0.1%
VHAM
713
Van Hulzen Asset Management
California
$452K -$82.7K -577 -12%
CAN
714
Cetera Advisor Networks
California
$451K +$30.3K +211 +6%
PI
715
Putnam Investments
Massachusetts
$450K -$126K -881 -18%
MBT
716
Montecito Bank & Trust
California
$449K
NPA
717
Nichols & Pratt Advisers
Massachusetts
$447K
GA
718
Geller Advisors
New York
$447K +$381K +2,659 +203%
WP
719
WMS Partners
Maryland
$444K +$38.7K +270 +7%
GCMG
720
Gyroscope Capital Management Group
Florida
$444K +$78.3K +546 +16%
BIC
721
Beach Investment Counsel
Pennsylvania
$441K
HJIM
722
Henry James International Management
New York
$441K
BAC
723
Boys Arnold & Co
North Carolina
$438K +$73.9K +515 +15%
CEP
724
Chicago Equity Partners
Illinois
$435K +$559K +3,895 New
S
725
SignatureFD
Georgia
$434K -$140K -975 -20%

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.