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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
BAM
976
Barrett Asset Management
New York
$129K -$37.1K -265 -24%
FHA
977
First Horizon Advisors
Tennessee
$128K -$439K -3,131 -79%
SSB
978
Sandy Spring Bank
Maryland
$128K
PCM
979
Penserra Capital Management
California
$128K +$26.4K +188 +29%
CI
980
CX Institutional
Indiana
$126K +$46.4K +331 +68%
SFO
981
Standard Family Office
South Dakota
$125K +$114K +814 New
PWM
982
Perigon Wealth Management
California
$123K +$112K +801 New
RCA
983
Ranch Capital Advisors
Florida
$122K -$5.33K -38 -5%
EIM
984
Essex Investment Management
Massachusetts
$121K -$7.01K -50 -6%
MCM
985
Manchester Capital Management
Vermont
$121K +$7.99K +57 +8%
AIL
986
AGF Investments LLC
Ontario, Canada
$118K +$107K +765 New
OC
987
Oakworth Capital
Alabama
$115K -$20K -143 -16%
EA
988
Elm Advisors
California
$108K +$98.4K +702 New
CHA
989
Carmichael Hill & Associates
Maryland
$106K
PB
990
Pinnacle Bancorp
Nebraska
$104K
CBT
991
CoreFirst Bank & Trust
Kansas
$104K +$94.6K +675 New
VFA
992
Valeo Financial Advisors
Indiana
$101K -$42.2K -301 -31%
BAM
993
Belpointe Asset Management
Nevada
$101K +$92.1K +657 New
M1FG
994
Mach-1 Financial Group
Arkansas
$101K +$92.1K +657 New
FCB
995
First Command Bank
Texas
$100K +$37.4K +267 +70%
FCFS
996
First Command Financial Services
Texas
$100K +$37.4K +267 +70%
SWA
997
SOA Wealth Advisors
New York
$98K +$83.8K +598 New
PCG
998
Private Capital Group
Connecticut
$96K -$8.69K -62 -9%
CHC
999
City Holding Co
West Virginia
$96K
BFC
1000
Bedel Financial Consulting
Indiana
$95K

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.