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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
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$159M +$67.6M +481,985 +88%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$156M -$5.63M -40,200 -4%
Jennison Associates
53
Jennison Associates
New York
$155M +$4.08M +29,099 +3%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$153M +$40.4M +288,222 +41%
Bessemer Group
55
Bessemer Group
New Jersey
$148M -$162K -1,156 -0.1%
US Bancorp
56
US Bancorp
Minnesota
$148M +$158K +1,126 +0.1%
Barclays
57
Barclays
United Kingdom
$146M +$26M +185,507 +24%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$145M -$2.82M -20,100 -2%
Citigroup
59
Citigroup
New York
$144M +$13.2M +94,136 +11%
Ensign Peak Advisors
60
Ensign Peak Advisors
Utah
$142M -$6.17M -44,025 -5%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$140M +$10.5M +74,781 +9%
ProShare Advisors
62
ProShare Advisors
Maryland
$134M +$14.5M +103,654 +13%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$134M +$11M +78,215 +10%
MWP
64
MYCIO Wealth Partners
Pennsylvania
$132M -$6.36M -45,347 -5%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$125M +$575K +4,103 +0.5%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$124M +$791K +5,642 +0.7%
CS
67
Credit Suisse
Switzerland
$123M +$1.58M +11,299 +1%
RRAM
68
River Road Asset Management
Kentucky
$123M +$10.4M +74,131 +10%
CIM
69
Confluence Investment Management
Missouri
$118M -$3.46M -24,683 -3%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$117M -$3.42M -24,429 -3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$117M +$13.2M +94,404 +14%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M -$64.2K -458 -0.1%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$115M +$76.8M +548,188 +274%
AII
74
AGF Investments Inc
Ontario, Canada
$112M -$5.15M -36,745 -5%
CB
75
Cooke & Bieler
Pennsylvania
$112M -$26.7M -190,388 -21%

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.