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
OIA
926
OneDigital Investment Advisors
Kansas
$225K +$205K +1,461 New
FFBTD
927
First Financial Bank - Trust Division
Ohio
$224K +$204K +1,453 New
MSAM
928
Moloney Securities Asset Management
Missouri
$224K +$204K +1,456 New
YWP
929
YorkBridge Wealth Partners
New York
$223K -$205K -1,459 -50%
OFS
930
OneAscent Financial Services
Alabama
$223K -$175K -1,249 -46%
BSW
931
Buckingham Strategic Wealth
Missouri
$222K +$202K +1,443 New
Dodge & Cox
932
Dodge & Cox
California
$220K +$200K +1,427 New
HCP
933
Hexagon Capital Partners
Arkansas
$219K
CL
934
CPWM LLC
Washington
$218K +$199K +1,418 New
CT
935
Caldwell Trust
Florida
$217K
NFG
936
Next Financial Group
Texas
$216K +$9.39K +67 +5%
LFF
937
Level Four Financial
Texas
$216K +$197K +1,405 New
VWA
938
Visionary Wealth Advisors
Illinois
$215K +$196K +1,395 New
BPC
939
Banque Pictet & Cie
Switzerland
$215K +$196K +1,400 New
PNAA
940
Pictet North America Advisors
Switzerland
$215K +$196K +1,400 New
TA
941
Tectonic Advisors
Texas
$215K +$196K +1,400 New
WCM Investment Management
942
WCM Investment Management
California
$214K +$195K +1,390 New
PCMC
943
Paragon Capital Management (Colorado)
Colorado
$212K +$193K +1,377 New
JIP
944
Jaffetilchin Investment Partners
Florida
$211K +$192K +1,369 New
AW
945
ACG Wealth
Georgia
$211K +$192K +1,370 New
RMCM
946
Reynders McVeigh Capital Management
Massachusetts
$211K +$192K +1,372 New
9WM
947
9258 Wealth Management
Ohio
$209K +$190K +1,357 New
RWM
948
Ritholtz Wealth Management
New York
$209K +$190K +1,359 New
GA
949
Geller Advisors
New York
$208K +$129K +921 New
AM
950
Atwater Malick
Pennsylvania
$208K +$189K +1,350 New

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.