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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
AAP
876
Arax Advisory Partners
Colorado
$149K +$11.2K +89 +7%
NSB
877
Norway Savings Bank
Maine
$140K
ACM
878
AUA Capital Management
Pennsylvania
$139K +$31.2K +248 +26%
ST
879
Smithfield Trust
Pennsylvania
$130K -$17.1K -136 -11%
BAM
880
Barrett Asset Management
New York
$128K -$44.1K -351 -24%
WEC
881
Winslow Evans & Crocker
Massachusetts
$128K +$11.1K +88 +9%
FMTCOCP
882
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K -$12.6K -100 -9%
EWM
883
Endurance Wealth Management
Rhode Island
$114K -$5.78K -46 -4%
PWMG
884
Prestige Wealth Management Group
New Jersey
$114K +$35.7K +284 +41%
DSC
885
Duncker Streett & Co
Missouri
$112K
HDIM
886
Hanson & Doremus Investment Management
Vermont
$112K
VFA
887
Valeo Financial Advisors
Indiana
$111K -$110K -878 -48%
PFO
888
Pathstone Family Office
New Jersey
$108K +$3.02K +24 +3%
CG
889
Cutler Group
California
$106K +$116K +921 New
OC
890
Oakworth Capital
Alabama
$104K +$9.42K +75 +9%
ME
891
McIlrath & Eck
Washington
$102K
CFFP
892
Center for Financial Planning
Michigan
$101K +$28.1K +224 +35%
EIM
893
Essex Investment Management
Massachusetts
$97K +$12.8K +102 +14%
SSB
894
Sandy Spring Bank
Maryland
$96K -$6.03K -48 -5%
RCA
895
Ranch Capital Advisors
Florida
$96K
Millennium Management
896
Millennium Management
New York
$94K +$42.4M +337,718 +72%
QCG
897
Quadrant Capital Group
Ohio
$93K -$137K -1,089 -58%
CH
898
Canton Hathaway
Rhode Island
$89K +$96.3K +767 New
MCM
899
Manchester Capital Management
Vermont
$85K
IBOK
900
Independence Bank of Kentucky
Kentucky
$84K +$25.1K +200 +38%

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.