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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
FNBT
751
FineMark National Bank & Trust
Florida
$393K -$70.8K -494 -12%
SCM
752
Shelton Capital Management
Colorado
$393K
LNC
753
Lincoln National Corp
Pennsylvania
$392K -$38K -265 -7%
TRCT
754
Tower Research Capital (TRC)
New York
$392K +$504K +3,514 New
BHC
755
Bowen Hanes & Co
Florida
$391K
HCM
756
HGI Capital Management
New York
$391K
CFFP
757
Center for Financial Planning
Michigan
$391K +$12.3K +86 +3%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$390K +$22.4K +156 +5%
CCA
759
Checchi Capital Advisers
California
$385K -$32.3K -225 -6%
RIM
760
Rampart Investment Management
Connecticut
$382K -$1.79M -12,482 -78%
MFW
761
Meristem Family Wealth
Minnesota
$381K +$34.6K +241 +8%
WANY
762
Wealthspire Advisors (New York)
New York
$379K +$276K +1,926 +131%
IC
763
IEQ Capital
California
$377K -$56.2K -392 -10%
SC
764
SRB Corp
Massachusetts
$374K -$717 -5 -0.1%
DI
765
DAGCO Inc
Ohio
$373K -$60.9K -425 -11%
MIA
766
MainStreet Investment Advisors
Illinois
$372K +$478K +3,332 New
TSW
767
Thompson Siegel & Walmsley
Virginia
$365K -$31.8K -222 -6%
LSAG
768
Lake Street Advisors Group
New Hampshire
$365K +$68.7K +479 +17%
WWM
769
Western Wealth Management
Colorado
$365K +$191K +1,335 +70%
PP
770
Patten & Patten
Tennessee
$363K
SAM
771
Silvercrest Asset Management
New York
$359K -$289K -2,018 -39%
ST
772
Spinnaker Trust
Maine
$356K
BUB
773
BBVA USA Bancshares
Texas
$355K +$149K +1,039 +49%
SXL
774
Summit X LLC
Missouri
$351K +$74.6K +520 +20%
BHTS
775
Bar Harbor Trust Services
Maine
$350K +$50.6K +353 +13%

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.