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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
CB
976
CNB Bank
Pennsylvania
$46K
CAN
977
Claraphi Advisory Network
United States
$46K +$58.7K +409 New
KPCM
978
Kings Point Capital Management
New York
$45K -$9.61K -67 -14%
CCA
979
Column Capital Advisors
Indiana
$45K
CS
980
Capital Square
Tennessee
$43K +$54.8K +382 New
TC
981
Trust Company
Kansas
$42K
JFA
982
JNBA Financial Advisors
Minnesota
$42K +$27.2K +190 +104%
PWMG
983
Prestige Wealth Management Group
New Jersey
$42K +$46.9K +327 +681%
OSNBOA
984
Old Second National Bank of Aurora
Illinois
$41K
PMFA
985
Plante Moran Financial Advisors
Michigan
$40K -$41K -286 -44%
MSFP
986
Mark Sheptoff Financial Planning
Connecticut
$40K -$37.3K -260 -42%
SCA
987
Stonebridge Capital Advisors
Minnesota
$39K -$7.89K -55 -14%
GSWM
988
Golden State Wealth Management
California
$39K +$49.6K +346 New
AA
989
Ancora Advisors
Ohio
$37K +$12.5K +87 +35%
PFSC
990
Peoples Financial Services Corp
Pennsylvania
$35K
ZB
991
Zions Bancorporation
Utah
$34K -$60.4K -421 -58%
FRA
992
Front Row Advisors
California
$34K -$1.43K -10 -3%
GCM
993
Gables Capital Management
Florida
$31K
HFM
994
Harvest Fund Management
China
$31K +$40.3K +281 New
VCP
995
Verus Capital Partners
Arizona
$30K +$2.87K +20 +8%
BDWM
996
Brewin Dolphin Wealth Management
Ireland
$29.8K
HGWM
997
Harvest Group Wealth Management
Massachusetts
$29K
SFG
998
Sage Financial Group
Pennsylvania
$28K
O
999
Ossiam
France
$27K -$168K -1,174 -83%
TIM
1000
Tortoise Investment Management
New York
$27K -$7.17K -50 -17%

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.