We are live on ! Find out more

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
CGL
776
Clarius Group LLC
Washington
$401K +$109K +781 +43%
AP
777
Appleton Partners
Massachusetts
$398K -$808K -5,763 -69%
RE
778
RBC Europe
United Kingdom
$396K
LPT
779
Legacy Private Trust
Wisconsin
$396K -$25.2K -180 -7%
AssetMark Inc
780
AssetMark Inc
California
$394K +$14K +100 +4%
SFO
781
Stokes Family Office
Louisiana
$392K +$357K +2,545 New
VC
782
Vicus Capital
Pennsylvania
$391K -$53.5K -382 -13%
PI
783
Putnam Investments
Massachusetts
$388K -$161K -1,147 -31%
SWM
784
SeaCrest Wealth Management
New York
$388K +$7.29K +52 +2%
MIM
785
Merrion Investment Management
New Jersey
$388K +$353K +2,521 New
PP
786
Paloma Partners
Connecticut
$386K -$3.54M -25,249 -91%
BI
787
Ballast Inc
Kentucky
$386K -$12.9K -92 -4%
BHC
788
Bowen Hanes & Co
Florida
$386K
FMLI
789
Fukoku Mutual Life Insurance
Japan
$379K
IIC
790
Ironwood Investment Counsel
Arizona
$378K +$21.4K +153 +7%
MJP
791
Michael J. Puzo
$377K -$3.06M -21,800 -90%
SL
792
Stevard LLC
Illinois
$377K -$265K -1,889 -44%
HH
793
Hilltop Holdings
Texas
$374K +$92.8K +662 +38%
CFG
794
Citizens Financial Group
Rhode Island
$373K +$340K +2,423 New
CCMD
795
Cypress Capital Management (Delaware)
Delaware
$372K
IA
796
IFP Advisors
Florida
$371K -$70.1K -500 -17%
VBCG
797
Valley Brook Capital Group
Pennsylvania
$371K +$338K +2,411 New
BAM
798
Boyar Asset Management
New York
$362K +$13.7K +98 +4%
FHA
799
Flagship Harbor Advisors
Massachusetts
$361K -$15.4K -110 -4%
LIM
800
Leavell Investment Management
Alabama
$361K

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.