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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
BAM
926
Belpointe Asset Management
Nevada
$108K -$10.2K -71 -7%
HDIM
927
Hanson & Doremus Investment Management
Vermont
$108K
RCA
928
Ranch Capital Advisors
Florida
$107K -$69.3K -483 -33%
AIM
929
AIA Investment Management
Singapore
$107K +$138K +959 New
CWP
930
CFM Wealth Partners
Texas
$103K +$133K +924 New
FMII
931
Farmers & Merchants Investments Inc
Nebraska
$102K +$287 +2 +0.2%
IFAM
932
Institutional & Family Asset Management
Colorado
$101K +$1.15K +8 +0.9%
NIT
933
NumerixS Investment Technologies
British Columbia, Canada
$101K +$129K +902 New
AIC
934
Ameritas Investment Company
Nebraska
$99K +$6.88K +48 +6%
SSB
935
Sandy Spring Bank
Maryland
$98K -$17.6K -123 -12%
ME
936
McIlrath & Eck
Washington
$98K
OC
937
Oakworth Capital
Alabama
$90K -$9.89K -69 -8%
CT
938
Clearstead Trust
Maine
$89K
Parallax Volatility Advisers
939
Parallax Volatility Advisers
California
$83K +$41.9K +292 +65%
ADL
940
Asset Dedication LLC
California
$83K +$102K +709 +2,148%
GEA
941
Glen Eagle Advisors
New Jersey
$82.1K -$96.8K -675 -48%
EIM
942
Essex Investment Management
Massachusetts
$82K
MCM
943
Manchester Capital Management
Vermont
$82K
BCA
944
Berman Capital Advisors
Georgia
$79K -$19.8K -138 -16%
PFO
945
Pathstone Family Office
New Jersey
$78K -$7.31K -51 -7%
CT
946
Caldwell Trust
Florida
$78K
CHA
947
Carmichael Hill & Associates
Maryland
$77K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
948
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$76K -$24.7M -172,317 -100%
DAM
949
Delta Asset Management
Tennessee
$76K
PB
950
Pinnacle Bancorp
Nebraska
$75K

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.