Chubb
1,070 hedge funds and large institutions have $50.7B invested in Chubb in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 365 increasing their positions, 446 reducing their positions, and 129 closing their positions.
40% more call options, than puts
Call options by funds: $177M | Put options by funds: $127M
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
13% more capital invested
Capital invested by funds: $44.7B → $50.7B (+$6.03B)
0.26% more ownership
Funds ownership: 88.43% → 88.69% (+0.26%)
2% less funds holding
Funds holding: 1,097 → 1,070 (-27)
14% less first-time investments, than exits
New positions opened: 111 | Existing positions closed: 129
18% less repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 446
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$523M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$425M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$282M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$179M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$955M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$723M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$218M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$137M |
CB Hedge Fund Activity: Q2 2020 in Review
1,070 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2020, worth a combined $50.7B — up 13% from $44.7B a quarter earlier.
Sellers outnumbered buyers: 129 funds closed out of CB and 111 opened new positions — a net loss of 18 holders — while 446 trimmed existing stakes and 365 added.
The largest buyer was JP Morgan Chase, adding an estimated $523M. The largest seller was WCM Investment Management, exiting entirely with an estimated $955M sold.
- 1,070 institutional investors held Chubb (CB) as of Q2 2020, down from 1,097 in Q1 2020.
- Funds reported $50.7B of Chubb stock for Q2 2020, up 13% quarter-over-quarter.
- 111 funds opened new Chubb positions in Q2 2020 and 129 closed out, a net change of -18 holders.
- The largest Chubb buyer in Q2 2020 was JP Morgan Chase, an estimated $523M added.
- The largest Chubb seller in Q2 2020 was WCM Investment Management, an estimated $955M sold.
Based on aggregated 13F filings for Q2 2020.