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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
PCG
901
Private Capital Group
Connecticut
$80K -$1.38K -11 -2%
CHA
902
Carmichael Hill & Associates
Maryland
$80K
PB
903
Pinnacle Bancorp
Nebraska
$78K
CFA
904
Carroll Financial Associates
North Carolina
$77K
HIA
905
Harbor Investment Advisory
Maryland
$76K +$27.4K +218 +50%
CFO
906
CVA Family Office
Colorado
$75K
PCM
907
Penserra Capital Management
California
$75K +$9.55K +76 +13%
CHC
908
City Holding Co
West Virginia
$73K
BFC
909
Bedel Financial Consulting
Indiana
$72K
DAM
910
Delta Asset Management
Tennessee
$72K
MA
911
MCF Advisors
Kentucky
$70K
ADL
912
Asset Dedication LLC
California
$70K +$2.26K +18 +3%
PP
913
Pacifica Partners
Canada
$69K +$11.3K +90 +18%
ONST
914
Old North State Trust
North Carolina
$65K +$70.1K +558 New
C
915
Cerebellum
California
$64K +$69.3K +552 New
PW
916
Price Wealth
Texas
$61K -$739K -5,882 -92%
FDCDDQ
917
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K +$3.27K +26 +5%
RA
918
Rational Advisors
New York
$59K +$63.7K +507 New
FMB
919
Field & Main Bank
Kentucky
$59K +$64.1K +510 New
CAL
920
Capital Advisors Ltd
Ohio
$59K +$64.2K +511 New
FRA
921
Front Row Advisors
California
$58K +$8.54K +68 +22%
CI
922
CX Institutional
Indiana
$57K -$45.5K -362 -43%
FFC
923
First Financial Corp
Indiana
$56K
SC
924
Sawyer & Company
Massachusetts
$56K
TWA
925
TCI Wealth Advisors
Arizona
$54K -$1.51K -12 -3%

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.