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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
HCA
926
Horan Capital Advisors
Ohio
$54K +$58.4K +465 New
JWA
927
JFS Wealth Advisors
Pennsylvania
$53K -$37.7K -300 -40%
BCA
928
Bray Capital Advisors
Florida
$52K
EW
929
Evoke Wealth
California
$51K +$628 +5 +1%
SIC
930
Salem Investment Counselors
North Carolina
$49K -$1.38K -11 -3%
BCA
931
Berman Capital Advisors
Georgia
$47K -$15.2K -121 -23%
KPCM
932
Kings Point Capital Management
New York
$46K
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$2.26K +18 +5%
AIM
934
Arcadia Investment Management
Michigan
$45K
FHC
935
First Horizon Corporation
Tennessee
$45K +$48.9K +389 New
SWA
936
Sutton Wealth Advisors
Florida
$44.2K -$1K -8 -2%
CB
937
CNB Bank
Pennsylvania
$44K
FCB
938
First Command Bank
Texas
$44K
FCFS
939
First Command Financial Services
Texas
$44K
WAM
940
Wolverine Asset Management
Illinois
$44K +$48.5K +386 New
JFA
941
JNBA Financial Advisors
Minnesota
$43K
TC
942
Trust Company
Kansas
$43K
MSFP
943
Mark Sheptoff Financial Planning
Connecticut
$42K
BWP
944
Baldwin Wealth Partners
Massachusetts
$41K
SQA
945
Simon Quick Advisors
New Jersey
$41K +$3.14K +25 +8%
AA
946
Ancora Advisors
Ohio
$39K
FMII
947
Farmers & Merchants Investments Inc
Nebraska
$33K -$39.4K -314 -53%
GCM
948
Gables Capital Management
Florida
$32K
BDWM
949
Brewin Dolphin Wealth Management
Ireland
$31K
HGWM
950
Harvest Group Wealth Management
Massachusetts
$31K

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.