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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
JWM
976
Janiczek Wealth Management
Colorado
$16K +$8.42K +67 +97%
AP
977
Atwood & Palmer
Missouri
$15K
TFS
978
TrustCore Financial Services
Tennessee
$15K
WCG
979
Weaver Consulting Group
California
$15K
AWA
980
Arkadios Wealth Advisors
Georgia
$14.9K
CAL
981
Capital Analysts LLC
Pennsylvania
$14K -$2.41M -19,149 -99%
AW
982
Avion Wealth
Texas
$14K
GWS
983
Glassman Wealth Services
Virginia
$14K +$4.77K +38 +46%
CPW
984
Catalyst Private Wealth
California
$14K +$15.2K +121 New
AWM
985
AllSquare Wealth Management
New York
$13K
RIM
986
Rockbridge Investment Management
New York
$13K
VIMU
987
Veritas Investment Management (UK)
United Kingdom
$13K
CCM
988
Copeland Capital Management
Pennsylvania
$13K +$13.7K +109 New
PFSC
989
Peoples Financial Services Corp
Pennsylvania
$12K -$27.3K -217 -68%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
CA
991
Crewe Advisors
Utah
$11K +$12.4K +99 New
FP
992
Financial Perspectives
Minnesota
$10.9K
AIM
993
Anchor Investment Management
South Carolina
$10.5K -$2.13K -17 -16%
GI
994
Gradient Investments
Minnesota
$10K +$126 +1 +1%
EWA
995
Evolution Wealth Advisors
Florida
$10K +$2.13K +17 +26%
NFSG
996
Newbridge Financial Services Group
Florida
$10K +$10.7K +85 New
TFM
997
TFC Financial Management
Massachusetts
$10K +$10.8K +86 New
RWML
998
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$9.41K
PCS
999
Personal CFO Solutions
New Jersey
$9K -$8.22M -65,470 -45%
FBT
1000
First Bank & Trust
South Dakota
$9K

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.