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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
CCMD
826
Cypress Capital Management (Delaware)
Delaware
$270K
PP
827
Paloma Partners
Connecticut
$268K -$874K -6,094 -72%
HSA
828
HBK Sorce Advisory
Pennsylvania
$268K -$117K -813 -25%
BOPW
829
Brandywine Oak Private Wealth
Pennsylvania
$263K -$109K -760 -24%
HS
830
Haafor (Singapore)
Singapore
$263K +$337K +2,352 New
MCA
831
Magnolia Capital Advisors
Mississippi
$260K +$24.2K +169 +8%
CT
832
Columbia Trust
Oregon
$258K +$1.29K +9 +0.4%
TIA
833
Traphagen Investment Advisors
New Jersey
$257K
P
834
Pitcairn
Pennsylvania
$257K +$3.15K +22 +1%
CIAS
835
Capital Investment Advisory Services
North Carolina
$257K +$4.16K +29 +1%
BSW
836
Buckingham Strategic Wealth
Missouri
$256K -$84K -586 -20%
IIC
837
Ironwood Investment Counsel
Arizona
$255K +$328K +2,286 New
PCA
838
Peddock Capital Advisors
Massachusetts
$254K
TFS
839
Thoroughbred Financial Services
Tennessee
$252K -$80.6K -562 -20%
CT
840
Cambridge Trust
Massachusetts
$252K +$50K +349 +18%
RCAG
841
Rehmann Capital Advisory Group
Michigan
$252K +$323K +2,253 New
SYBT
842
Stock Yards Bank & Trust
Kentucky
$251K
FANJ
843
Financial Architects (New Jersey)
New Jersey
$250K +$110K +765 +52%
MMHP
844
Murphy Middleton Hinkle & Parker
Georgia
$248K
CWM
845
Calamos Wealth Management
Illinois
$247K -$33.1K -231 -9%
WA
846
Wambolt & Associates
Colorado
$247K +$5.59K +39 +2%
WP
847
WealthSource Partners
California
$243K -$12.6K -88 -4%
BCP
848
Berkeley Capital Partners
Georgia
$242K -$17.9K -125 -5%
IA
849
IFP Advisors
Florida
$242K +$4.16K +29 +1%
FPCG
850
Fort Pitt Capital Group
Pennsylvania
$238K -$3.15K -22 -1%

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.