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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
EP
751
EPIQ Partners
Minnesota
$457K
MP
752
McDonald Partners
Ohio
$444K +$405K +2,886 New
Fisher Asset Management
753
Fisher Asset Management
Washington
$441K -$170K -1,215 -30%
1W
754
1776 Wealth
Georgia
$439K +$140 +1 +0%
NAMP
755
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436K -$179K -1,276 -31%
RWM
756
RBA Wealth Management
California
$436K -$107K -766 -21%
BWM
757
Buckley Wealth Management
Nevada
$436K -$3.5K -25 -0.9%
WIC
758
Whitegate Investment Counselors
New Hampshire
$435K -$2.34M -16,710 -86%
DP
759
Dearborn Partners
Illinois
$435K -$57.5K -410 -13%
TIA
760
Traphagen Investment Advisors
New Jersey
$430K +$4.21K +30 +1%
FCCM
761
First City Capital Management
Georgia
$428K +$7.15K +51 +2%
ABC
762
Associated Banc-Corp
Wisconsin
$427K +$184K +1,316 +90%
IWC
763
Integrated Wealth Concepts
Massachusetts
$425K -$39K -278 -9%
CAN
764
Cetera Advisor Networks
California
$423K -$41.8K -298 -10%
MFG
765
Monte Financial Group
Connecticut
$421K +$383K +2,734 New
BSA
766
Bull Street Advisors
Georgia
$420K
RI
767
Ridgewood Investments
New Jersey
$420K
AC
768
Alexandria Capital
Virginia
$420K +$383K +2,731 New
ST
769
Spinnaker Trust
Maine
$414K -$35K -250 -9%
MFW
770
Meristem Family Wealth
Minnesota
$412K +$2.1K +15 +0.6%
WG
771
Welch Group
Alabama
$412K +$76K +542 +25%
MA
772
Mutual Advisors
Nebraska
$411K +$3.08K +22 +0.8%
TC
773
TownSquare Capital
Utah
$408K +$7.01K +50 +2%
CG
774
Colony Group
Massachusetts
$407K -$594K -4,239 -62%
PFBT
775
Parkside Financial Bank & Trust
Missouri
$404K -$79.2K -565 -18%

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.