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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
CFA
951
Carroll Financial Associates
North Carolina
$72K -$430 -3 -0.5%
FDCDDQ
952
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.9K -$978K -6,822 -91%
BFC
953
Bedel Financial Consulting
Indiana
$71K
CHC
954
City Holding Co
West Virginia
$70K +$3.87K +27 +5%
MA
955
MCF Advisors
Kentucky
$68K -$14.3K -100 -14%
CFO
956
CVA Family Office
Colorado
$67K +$86K +600 New
EFSCE
957
Enterprise Financial Services Corp (EFSC)
Missouri
$66K -$14.9K -104 -15%
HIA
958
Harbor Investment Advisory
Maryland
$64K -$5.02K -35 -6%
BWP
959
Baldwin Wealth Partners
Massachusetts
$60K +$10.8K +75 +16%
TWA
960
TCI Wealth Advisors
Arizona
$59K -$2.73K -19 -3%
CI
961
CX Institutional
Indiana
$57K -$36.4K -254 -33%
FFC
962
First Financial Corp
Indiana
$57K -$11.5K -80 -14%
CAL
963
Capital Advisors Ltd
Ohio
$57K +$3.3K +23 +5%
EWP
964
Engrave Wealth Partners
Texas
$56K
PP
965
Pacifica Partners
Canada
$56K
PCM
966
Penserra Capital Management
California
$56K +$21.8K +152 +38%
SMFS
967
Squar Milner Financial Services
California
$55K
EW
968
Evoke Wealth
California
$54.7K -$81.2K -566 -54%
SC
969
Sawyer & Company
Massachusetts
$53K
EI
970
Ellevest Inc
New York
$53K +$33.8K +236 +98%
JWA
971
JFS Wealth Advisors
Pennsylvania
$51K
AWA
972
Artemis Wealth Advisors
New York
$50.3K
BCA
973
Bray Capital Advisors
Florida
$50K +$49.6K +346 +346%
SIC
974
Salem Investment Counselors
North Carolina
$48K -$10.8K -75 -15%
SWA
975
Sutton Wealth Advisors
Florida
$47.7K +$1.86K +13 +3%

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.