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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
MMG
876
Monetary Management Group
Missouri
$218K -$71.7K -500 -20%
CFG
877
Citizens Financial Group
Rhode Island
$218K +$5.16K +36 +2%
Financial Engines Advisors
878
Financial Engines Advisors
California
$216K -$4.73K -33 -2%
WP
879
WealthShield Partners
North Carolina
$216K +$277K +1,934 New
TAM
880
Trillium Asset Management
Massachusetts
$214K
QCG
881
Quadrant Capital Group
Ohio
$211K -$246K -1,714 -48%
PL
882
Plancorp LLC
Missouri
$211K -$10.3K -72 -4%
NIM
883
Northeast Investment Management
Massachusetts
$210K -$12.9K -90 -5%
LIM
884
Leavell Investment Management
Alabama
$210K -$6.74K -47 -2%
CC
885
Courier Capital
New York
$206K
HC
886
HNP Capital
New York
$206K +$263K +1,833 New
GIA
887
GHP Investment Advisors
Colorado
$205K -$14.3K -100 -5%
AIA
888
Alera Investment Advisors
Illinois
$205K +$8.6K +60 +3%
MAG
889
Mayfair Advisory Group
Alabama
$205K +$264K +1,839 New
OL
890
Optas LLC
Texas
$204K -$19.4K -135 -7%
SCM
891
Stonebridge Capital Management
California
$204K
MAM
892
Meeder Asset Management
Ohio
$203K +$167K +1,164 +179%
IP
893
Investment Partners
Ohio
$202K -$717 -5 -0.3%
APW
894
Aurora Private Wealth
New Jersey
$202K +$259K +1,808 New
PCM
895
Prelude Capital Management
New York
$201K -$937K -6,531 -78%
AAP
896
Arax Advisory Partners
Colorado
$176K -$12.6K -88 -5%
Credit Agricole
897
Credit Agricole
France
$173K
LWM
898
Lenox Wealth Management
Ohio
$172K +$12.2K +85 +6%
OPS
899
Orion Portfolio Solutions
Nebraska
$169K +$57.4K +400 +36%
FCB
900
First Command Bank
Texas
$161K

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.