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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
OPS
801
Orion Portfolio Solutions
Nebraska
$361K +$19.6K +140 +6%
MMPW
802
Mitchell McLeod Pugh & Williams
Alabama
$359K -$92.5K -660 -22%
NPA
803
Nichols & Pratt Advisers
Massachusetts
$359K
IWA
804
Intercontinental Wealth Advisors
Texas
$352K -$99.5K -710 -24%
S
805
SignatureFD
Georgia
$351K +$34.6K +247 +12%
MRCM
806
M&R Capital Management
New Jersey
$350K -$168K -1,200 -35%
PCA
807
Peddock Capital Advisors
Massachusetts
$350K
KFA
808
Krane Funds Advisors
New York
$350K +$318K +2,271 New
NCM
809
Novare Capital Management
North Carolina
$348K -$6.54M -46,630 -95%
CA
810
Cetera Advisors
Colorado
$346K +$2.8K +20 +0.9%
NG
811
NatWest Group
United Kingdom
$343K
MCA
812
Magnolia Capital Advisors
Mississippi
$343K +$20.7K +148 +7%
PWP
813
Principle Wealth Partners
Connecticut
$342K +$311K +2,220 New
PCM
814
Pointe Capital Management
Michigan
$341K -$52.4K -374 -14%
FANJ
815
Financial Architects (New Jersey)
New Jersey
$341K
MCM
816
Murphy Capital Management
New Jersey
$340K -$44.9K -320 -13%
RPC
817
Rossmore Private Capital
Connecticut
$340K +$57K +407 +23%
DI
818
DAGCO Inc
Ohio
$338K -$14K -100 -4%
MAM
819
Meeder Asset Management
Ohio
$336K +$125K +892 +69%
1SB
820
1ST Source Bank
Indiana
$335K
MMHP
821
Murphy Middleton Hinkle & Parker
Georgia
$335K
AC
822
Athanor Capital
New York
$328K +$299K +2,132 New
WOC
823
West Oak Capital
California
$325K
PP
824
Patten & Patten
Tennessee
$324K -$205K -1,463 -41%
Fiera Capital (Canada)
825
Fiera Capital (Canada)
Quebec, Canada
$322K -$8.97K -64 -3%

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.