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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
FCFS
901
First Command Financial Services
Texas
$161K
PHK
902
Point72 Hong Kong
Hong Kong
$158K +$203K +1,416 New
NFG
903
Next Financial Group
Texas
$156K +$102K +708 +102%
Lazard Asset Management
904
Lazard Asset Management
New York
$154K
ST
905
Smithfield Trust
Pennsylvania
$148K -$27K -188 -12%
BG
906
Bollard Group
Massachusetts
$144K
QT
907
Quantbot Technologies
New York
$143K +$184K +1,286 New
HPC
908
HM Payson & Co
Maine
$142K -$44.3K -309 -20%
SIAS
909
Shine Investment Advisory Services
Colorado
$140K -$1.58K -11 -0.9%
ACM
910
AUA Capital Management
Pennsylvania
$140K
PCG
911
Private Capital Group
Connecticut
$138K -$3.3K -23 -2%
NSB
912
Norway Savings Bank
Maine
$134K
EP
913
Eudaimonia Partners
Tennessee
$134K +$24.7K +172 +17%
TL
914
TrueWealth LLC
Georgia
$133K -$3.44K -24 -2%
KPW
915
Kore Private Wealth
New York
$132K +$13.5K +94 +9%
APW
916
Acima Private Wealth
Virginia
$131K
FMTCOCP
917
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127K
M
918
MOTCO
Texas
$126K +$46.9K +327 +41%
ACA
919
Atlas Capital Advisors
Wyoming
$124K -$109K -758 -41%
DSC
920
Duncker Streett & Co
Missouri
$124K
BL
921
Balentine LLC
Georgia
$120K +$107K +746 +227%
FQ
922
First Quadrant
California
$118K
EWM
923
Endurance Wealth Management
Rhode Island
$115K -$10.6K -74 -7%
APWM
924
Atlas Private Wealth Management
New York
$115K +$143 +1 +0.1%
CIA
925
CSat Investment Advisory
Michigan
$111K +$20.6K +144 +17%

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.