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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
AWM
801
Adams Wealth Management
Utah
$299K -$35K -244 -8%
RA
802
RFG Advisory
Alabama
$299K -$26.5K -185 -6%
TC
803
TownSquare Capital
Utah
$299K +$94.1K +656 +29%
MSS
804
Mitchell Sinkler & Starr
Pennsylvania
$298K
FHA
805
Flagship Harbor Advisors
Massachusetts
$298K +$1.72K +12 +0.5%
VFA
806
Valeo Financial Advisors
Indiana
$296K +$20.4K +142 +6%
PPSG
807
Princeton Portfolio Strategies Group
New Jersey
$294K
FG
808
Fiduciary Group
Georgia
$290K -$33.6K -234 -8%
PCM
809
Pointe Capital Management
Michigan
$289K
MA
810
Mutual Advisors
Nebraska
$287K -$9.32K -65 -2%
SWM
811
SeaCrest Wealth Management
New York
$286K -$13.6K -95 -4%
APA
812
American Portfolios Advisors
New York
$284K -$9.61K -67 -3%
Dodge & Cox
813
Dodge & Cox
California
$284K -$170K -1,182 -32%
DAS
814
Dynamic Advisor Solutions
Arizona
$283K -$22.9K -160 -6%
BS
815
Banco Santander
Spain
$283K +$364K +2,538 New
RE
816
RBC Europe
United Kingdom
$282K -$12.9K -90 -3%
HCP
817
Holt Capital Partners
Texas
$282K -$50.9K -355 -12%
PIA
818
Pinion Investment Advisors
Kansas
$282K +$65.2K +455 +22%
WA
819
Wealth Alliance
New York
$281K +$361K +2,519 New
FMLI
820
Fukoku Mutual Life Insurance
Japan
$275K -$445K -3,100 -56%
WWM
821
Windsor Wealth Management
Indiana
$273K -$17.6K -123 -5%
SL
822
Stevard LLC
Illinois
$273K
IWA
823
Intercontinental Wealth Advisors
Texas
$272K +$349K +2,436 New
ACM
824
Allred Capital Management
Texas
$271K -$54.6K -381 -14%
BWM
825
BerganKDV Wealth Management
Minnesota
$270K -$9.61K -67 -3%

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.