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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
CIA
951
Capital Investment Advisors
Georgia
$208K +$189K +1,350 New
PWPS
952
Pinnacle Wealth Planning Services
Ohio
$208K +$190K +1,352 New
KPW
953
Kore Private Wealth
New York
$208K +$190K +1,353 New
CSIC
954
Clifford Swan Investment Counsel
California
$206K +$188K +1,339 New
SPWG
955
Sage Private Wealth Group
Illinois
$206K +$188K +1,339 New
SFA
956
Sequoia Financial Advisors
Ohio
$204K +$185K +1,323 New
ATWA
957
Arbor Trust Wealth Advisors
Michigan
$203K +$184K +1,315 New
EF
958
Exeter Financial
Arizona
$202K +$184K +1,313 New
NSB
959
Norway Savings Bank
Maine
$196K +$9.53K +68 +6%
FDCDDQ
960
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K +$105K +747 +143%
ACM
961
AUA Capital Management
Pennsylvania
$185K
ST
962
Smithfield Trust
Pennsylvania
$185K +$10.7K +76 +7%
PWMG
963
Prestige Wealth Management Group
New Jersey
$170K +$17.8K +127 +13%
WEC
964
Winslow Evans & Crocker
Massachusetts
$166K -$3.22K -23 -2%
PFO
965
Pathstone Family Office
New Jersey
$160K +$14.7K +105 +11%
FMTCOCP
966
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K
EWM
967
Endurance Wealth Management
Rhode Island
$151K
HIA
968
Harbor Investment Advisory
Maryland
$151K +$46.1K +329 +50%
HDIM
969
Hanson & Doremus Investment Management
Vermont
$149K
DSC
970
Duncker Streett & Co
Missouri
$148K
CFFP
971
Center for Financial Planning
Michigan
$146K +$10.5K +75 +9%
RPWA
972
Regent Peak Wealth Advisors
Georgia
$145K +$132K +940 New
CCA
973
Childress Capital Advisors
Texas
$144K +$131K +937 New
ME
974
McIlrath & Eck
Washington
$136K
IBOK
975
Independence Bank of Kentucky
Kentucky
$131K +$17.5K +125 +17%

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.