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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
CGL
851
Clarius Group LLC
Washington
$212K -$138K -1,095 -37%
SCM
852
Stonebridge Capital Management
California
$212K
IP
853
Investment Partners
Ohio
$212K +$1.26K +10 +0.5%
APWM
854
Atlas Private Wealth Management
New York
$211K +$99.6K +793 +77%
FA
855
FCG Advisors
New Jersey
$209K +$4.14K +33 +2%
RPC
856
Rossmore Private Capital
Connecticut
$209K +$226K +1,801 New
Financial Engines Advisors
857
Financial Engines Advisors
California
$208K -$3.52K -28 -2%
SCA
858
Snowden Capital Advisors
New York
$208K -$7.91K -63 -3%
SAM
859
Silvercrest Asset Management
New York
$206K -$3.64K -29 -2%
FG
860
Fiduciary Group
Georgia
$205K -$91.9K -732 -29%
HH
861
Hilltop Holdings
Texas
$205K +$12.4K +99 +6%
BL
862
Balentine LLC
Georgia
$203K +$209K +1,660 +1,953%
MMG
863
Monetary Management Group
Missouri
$198K
PFWA
864
Paces Ferry Wealth Advisors
Georgia
$197K +$213K +1,696 New
EP
865
Eudaimonia Partners
Tennessee
$192K +$33.8K +269 +19%
HCP
866
Hexagon Capital Partners
Arkansas
$191K +$179K +1,425 New
PCWA
867
Pacific Capital Wealth Advisors
California
$187K
HPC
868
HM Payson & Co
Maine
$185K +$39.9K +318 +25%
Credit Agricole
869
Credit Agricole
France
$180K
CIA
870
CSat Investment Advisory
Michigan
$178K +$18.6K +148 +11%
ABC
871
Associated Banc-Corp
Wisconsin
$169K -$202K -1,608 -52%
CT
872
Caldwell Trust
Florida
$164K -$8.79K -70 -5%
AIM
873
AIA Investment Management
Singapore
$156K +$48.4K +385 +40%
NFG
874
Next Financial Group
Texas
$155K +$168K +1,335 New
MAM
875
Meeder Asset Management
Ohio
$150K +$1.13K +9 +0.7%

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.