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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
CCMD
801
Cypress Capital Management (Delaware)
Delaware
$281K
LSAG
802
Lake Street Advisors Group
New Hampshire
$273K -$18.8K -150 -6%
LIM
803
Leavell Investment Management
Alabama
$273K
NPA
804
Nichols & Pratt Advisers
Massachusetts
$271K -$127K -1,015 -30%
IIC
805
Ironwood Investment Counsel
Arizona
$268K -$2.26K -18 -0.8%
TAM
806
Trust Asset Management
Texas
$267K +$289K +2,299 New
DI
807
DAGCO Inc
Ohio
$266K -$125K -995 -30%
PCA
808
Peddock Capital Advisors
Massachusetts
$264K
MAG
809
Mayfair Advisory Group
Alabama
$263K +$27.1K +216 +11%
BAM
810
Boyar Asset Management
New York
$262K +$283K +2,256 New
AWM
811
Affinity Wealth Management
Delaware
$260K -$31.4K -250 -10%
CA
812
Cetera Advisors
Colorado
$259K -$46.5K -370 -14%
NG
813
NatWest Group
United Kingdom
$259K +$280K +2,230 New
FANJ
814
Financial Architects (New Jersey)
New Jersey
$257K -$3.64K -29 -1%
OPS
815
Orion Portfolio Solutions
Nebraska
$256K +$80.3K +639 +41%
CAM
816
Columbia Asset Management
Michigan
$255K +$276K +2,200 New
1SB
817
1ST Source Bank
Indiana
$252K -$41.5K -330 -13%
MMHP
818
Murphy Middleton Hinkle & Parker
Georgia
$252K -$5.28K -42 -2%
Fiera Capital (Canada)
819
Fiera Capital (Canada)
Quebec, Canada
$250K +$628 +5 +0.2%
FPCG
820
Fort Pitt Capital Group
Pennsylvania
$248K
WG
821
Welch Group
Alabama
$248K +$268K +2,137 New
WA
822
Wambolt & Associates
Colorado
$246K -$12.2K -97 -4%
FNBT
823
FineMark National Bank & Trust
Florida
$246K -$9.04K -72 -3%
WOC
824
West Oak Capital
California
$245K
HFG
825
Heron Financial Group
New York
$244K +$30.1K +240 +13%

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.