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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
MCA
826
Magnolia Capital Advisors
Mississippi
$242K -$1.63K -13 -0.6%
CC
827
Courier Capital
New York
$242K
PAM
828
Premier Asset Management
Illinois
$242K +$262K +2,084 New
HL
829
HeadInvest LLC
Maine
$240K -$188K -1,494 -42%
EGA
830
E&G Advisors
Texas
$239K -$5.78K -46 -2%
ACM
831
Allred Capital Management
Texas
$239K +$13.9K +111 +6%
PA
832
Parallel Advisors
California
$239K +$30K +239 +13%
IAIM
833
International Assets Investment Management
Florida
$237K -$126 -1 -0%
S
834
SignatureFD
Georgia
$236K +$502 +4 +0.2%
CAM
835
Carret Asset Management
New York
$234K
RCAG
836
Rehmann Capital Advisory Group
Michigan
$234K +$5.53K +44 +2%
MAM
837
Morse Asset Management
Connecticut
$232K
JIC
838
Joel Isaacson & Co
New York
$227K -$1K -8 -0.4%
GCP
839
GSA Capital Partners
United Kingdom
$227K +$245K +1,951 New
APA
840
American Portfolios Advisors
New York
$225K +$10.8K +86 +5%
P
841
Pitcairn
Pennsylvania
$225K +$1.26K +10 +0.5%
HCP
842
Holt Capital Partners
Texas
$223K -$75.9K -604 -24%
BBA
843
BLB&B Advisors
Pennsylvania
$221K -$160K -1,276 -40%
SC
844
Savant Capital
Illinois
$221K -$34.2K -272 -12%
BIAS
845
Beacon Investment Advisory Services
New Jersey
$220K -$33.3K -265 -12%
AT
846
Arden Trust
Delaware
$219K
AAM
847
Aureus Asset Management
Massachusetts
$217K
IC
848
Inscription Capital
Texas
$215K -$124K -988 -35%
HFP
849
Holistic Financial Partners
Indiana
$215K +$233K +1,851 New
SFG
850
Summit Financial Group
West Virginia
$213K -$26.4K -210 -10%

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.