We are live on ! Find out more

1,055 hedge funds and large institutions have $45.9B invested in Chubb in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 451 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $122M | Put options by funds: $111M

0.91% less ownership

Funds ownership: 88.69%87.78% (-0.91%)

3% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 94

1% less funds holding

Funds holding: 1,0701,055 (-15)

9% less capital invested

Capital invested by funds: $50.7B → $45.9B (-$4.81B)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

22% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 451

Holders
1,055
Holders Change
-15
Holders Change %
-1.4%
% of All Funds
21.28%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.38%
New
91
Increased
354
Reduced
451
Closed
94
Calls
$122M
Puts
$111M
Net Calls
+$10.7M
Net Calls Change
-$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
751
Concourse Financial Group Securities
Alabama
$362K +$19.7K +157 +5%
HJIM
752
Henry James International Management
New York
$361K -$98.5K -784 -20%
TSW
753
Thompson Siegel & Walmsley
Virginia
$360K -$13.7K -109 -3%
PFS
754
Prospera Financial Services
Texas
$354K -$1.98M -15,724 -84%
CAN
755
Cetera Advisor Networks
California
$353K -$27.1K -216 -7%
IWC
756
Integrated Wealth Concepts
Massachusetts
$353K -$15.3K -122 -4%
ECM
757
Evergreen Capital Management
Washington
$353K +$22.4K +178 +6%
EI
758
Ethic Inc
New York
$350K +$97.6K +777 +35%
IWA
759
Intercontinental Wealth Advisors
Texas
$348K +$7.79K +62 +2%
NICM
760
Neo Ivy Capital Management
New York
$348K +$377K +3,004 New
MMPW
761
Mitchell McLeod Pugh & Williams
Alabama
$347K
CAG
762
Csenge Advisory Group
Florida
$341K -$7.29K -58 -2%
ST
763
Spinnaker Trust
Maine
$341K
IA
764
IndexIQ Advisors
New York
$340K +$223K +1,775 +154%
VC
765
Vicus Capital
Pennsylvania
$339K +$22.4K +178 +6%
YWP
766
YorkBridge Wealth Partners
New York
$338K -$12.6K -100 -3%
IA
767
IFP Advisors
Florida
$337K +$89.4K +712 +33%
PAS
768
Park Avenue Securities
New York
$336K +$39.3K +313 +12%
BWM
769
Buckley Wealth Management
Nevada
$332K -$187K -1,492 -34%
1W
770
1776 Wealth
Georgia
$331K -$50K -398 -12%
YMRC
771
Yorktown Management & Research Company
Virginia
$331K -$37.7K -300 -10%
TF
772
Tompkins Financial
New York
$329K +$4.9K +39 +1%
AF
773
AMG Funds
Connecticut
$327K -$10.2K -81 -3%
EHC
774
Everett Harris & Co
California
$323K -$27.5K -219 -7%
TIA
775
Traphagen Investment Advisors
New Jersey
$321K +$377 +3 +0.1%

CB Hedge Fund Activity: Q3 2020 in Review

1,055 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2020, worth a combined $45.9B — down 9.5% from $50.7B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of CB and 91 opened new positions — a net loss of 3 holders — while 451 trimmed existing stakes and 354 added.

The largest buyer was Wellington Management Group, adding an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $821M.

  • 1,055 institutional investors held Chubb (CB) as of Q3 2020, down from 1,070 in Q2 2020.
  • Funds reported $45.9B of Chubb stock for Q3 2020, down 9.5% quarter-over-quarter.
  • 91 funds opened new Chubb positions in Q3 2020 and 94 closed out, a net change of -3 holders.
  • The largest Chubb buyer in Q3 2020 was Wellington Management Group, an estimated $333M added.
  • The largest Chubb seller in Q3 2020 was T. Rowe Price Associates, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2020.