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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
WANY
826
Wealthspire Advisors (New York)
New York
$320K +$291K +2,077 New
HFG
827
Heron Financial Group
New York
$319K
EGA
828
E&G Advisors
Texas
$316K
HCP
829
Holt Capital Partners
Texas
$315K +$16.8K +120 +6%
SC
830
Savant Capital
Illinois
$315K +$19.3K +138 +7%
ACM
831
Allred Capital Management
Texas
$314K -$2.66K -19 -0.9%
TNB
832
TCF National Bank
South Dakota
$313K -$75K -535 -21%
SIG
833
Sky Investment Group
Connecticut
$313K -$63.8K -455 -18%
RCAG
834
Rehmann Capital Advisory Group
Michigan
$312K +$2.52K +18 +0.9%
BCI
835
Brinker Capital Investments
Pennsylvania
$312K -$4.16M -29,702 -94%
AWM
836
Affinity Wealth Management
Delaware
$312K -$26.1K -186 -8%
FNBT
837
FineMark National Bank & Trust
Florida
$311K -$14K -100 -5%
FPCG
838
Fort Pitt Capital Group
Pennsylvania
$310K -$16.1K -115 -5%
CAM
839
Carret Asset Management
New York
$310K
VFIC
840
Valley Forge Investment Consultants
Pennsylvania
$308K +$280K +2,000 New
CIP
841
Convergence Investment Partners
Florida
$308K +$281K +2,003 New
AAM
842
Aureus Asset Management
Massachusetts
$307K +$17.5K +125 +7%
FNB
843
Farmers National Bank
Kentucky
$306K +$279K +1,991 New
APA
844
American Portfolios Advisors
New York
$302K +$2.66K +19 +1%
JIC
845
Joel Isaacson & Co
New York
$301K
WA
846
Wambolt & Associates
Colorado
$299K -$24.8K -177 -8%
P
847
Pitcairn
Pennsylvania
$297K -$841 -6 -0.3%
WP
848
WealthShield Partners
North Carolina
$295K +$269K +1,919 New
WJWM
849
Williams Jones Wealth Management
New York
$294K -$92.5K -660 -26%
EARNEST Partners
850
EARNEST Partners
Georgia
$293K -$3.5M -24,979 -93%

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.