We are live on ! Find out more

1,164 hedge funds and large institutions have $61B invested in Chubb in 2020 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 368 increasing their positions, 430 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 76

51% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

33% more capital invested

Capital invested by funds: $45.9B → $61B (+$15.1B)

10% more funds holding

Funds holding: 1,0541,164 (+110)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.13% less ownership

Funds ownership: 87.78%87.64% (-0.13%)

14% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 430

Holders
1,164
Holders Change
+110
Holders Change %
+10.44%
% of All Funds
20.6%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
206
Increased
368
Reduced
430
Closed
76
Calls
$217M
Puts
$143M
Net Calls
+$73.3M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
901
Roberts, Glore & Co
Illinois
$243K +$221K +1,580 New
QCG
902
Quadrant Capital Group
Ohio
$241K +$107K +764 +95%
C
903
Certuity
Florida
$241K +$219K +1,563 New
Credit Agricole
904
Credit Agricole
France
$239K
KTC
905
Kistler-Tiffany Companies
Pennsylvania
$238K +$212K +1,515 +4,734%
AIP
906
Almanack Investment Partners
Pennsylvania
$238K +$215K +1,535 New
HBCM
907
Heron Bay Capital Management
Michigan
$238K +$217K +1,545 New
FRM
908
Foundation Resource Management
Arkansas
$237K +$215K +1,537 New
BHWM
909
Bar Harbor Wealth Management
New Hampshire
$236K +$214K +1,529 New
SB
910
Sunflower Bank
Texas
$235K +$214K +1,527 New
JWCA
911
J.W. Cole Advisors
Florida
$234K +$213K +1,520 New
DI
912
Diligent Investors
California
$232K +$211K +1,506 New
LC
913
LCNB Corp
Ohio
$232K +$211K +1,506 New
YMRC
914
Yorktown Management & Research Company
Virginia
$231K -$189K -1,350 -47%
HCM
915
HMS Capital Management
Tennessee
$231K +$210K +1,498 New
NFC
916
Northeast Financial Consultants
Connecticut
$231K +$210K +1,500 New
SAM
917
Steinberg Asset Management
New York
$231K +$210K +1,500 New
FSA
918
Franklin Street Advisors
North Carolina
$231K +$210K +1,501 New
FMB
919
Field & Main Bank
Kentucky
$229K +$137K +975 +191%
FPS
920
Fieldpoint Private Securities
Connecticut
$229K +$208K +1,487 New
BAS
921
Brown Advisory Securities
Maryland
$229K +$209K +1,489 New
MIC
922
Means Investment Company
Maine
$227K +$191K +1,366 New
WIA
923
Wealthstreet Investment Advisors
Texas
$227K +$207K +1,474 New
BIA
924
Bigelow Investment Advisors
Maine
$226K +$206K +1,470 New
MAG
925
Mayfair Advisory Group
Alabama
$225K -$112K -801 -35%

CB Hedge Fund Activity: Q4 2020 in Review

1,164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2020, worth a combined $61B — up 33% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new CB positions and 76 closed out — a net gain of 130 holders — while 368 added to existing stakes and 430 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $423M. The largest seller was BlackRock, cutting an estimated $383M.

  • 1,164 institutional investors held Chubb (CB) as of Q4 2020, up from 1,054 in Q3 2020.
  • Funds reported $61B of Chubb stock for Q4 2020, up 33% quarter-over-quarter.
  • 206 funds opened new Chubb positions in Q4 2020 and 76 closed out, a net change of +130 holders.
  • The largest Chubb buyer in Q4 2020 was T. Rowe Price Associates, an estimated $423M added.
  • The largest Chubb seller in Q4 2020 was BlackRock, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2020.