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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
SFG
951
Sage Financial Group
Pennsylvania
$29K
TIM
952
Tortoise Investment Management
New York
$29K
FCM
953
Firestone Capital Management
Florida
$28K
HWA
954
HHM Wealth Advisors
Tennessee
$28K
MAM
955
Marquette Asset Management
Minnesota
$27K
EI
956
Ellevest Inc
New York
$26K -$1.13K -9 -4%
ZB
957
Zions Bancorporation
Utah
$26K +$3.14K +25 +13%
POIA
958
Pin Oak Investment Advisors
Texas
$25K
APW
959
Acima Private Wealth
Virginia
$24K -$121K -963 -82%
DOA
960
D'Orazio & Associates
Virginia
$24K
BWM
961
Baystate Wealth Management
Massachusetts
$24K +$6.28K +50 +33%
BWA
962
Burt Wealth Advisors
Maryland
$23K
IRC
963
Investors Research Corp
Georgia
$23K
GTAM
964
Global Trust Asset Management
Florida
$22K
LWM
965
Liberty Wealth Management
California
$22K +$2.76K +22 +13%
Loomis, Sayles & Company
966
Loomis, Sayles & Company
Massachusetts
$22K +$4.65K +37 +24%
OSNBOA
967
Old Second National Bank of Aurora
Illinois
$21K -$23.9K -190 -51%
AWMS
968
Advocacy Wealth Management Services
Georgia
$21K -$2.76K -22 -11%
PMFA
969
Plante Moran Financial Advisors
Michigan
$19K -$16.2K -129 -45%
LF
970
Lee Financial
Texas
$19K -$1.76K -14 -8%
TPWA
971
TRUE Private Wealth Advisors
Oregon
$19K -$1.63K -13 -7%
FFA
972
Founders Financial Alliance
North Carolina
$19K +$20.7K +165 New
FWM
973
Filbrandt Wealth Management
Wisconsin
$17K
SL
974
Savior LLC
Massachusetts
$17K
SWM
975
Sugarloaf Wealth Management
Georgia
$17K

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.