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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
AIM
1001
Arcadia Investment Management
Michigan
$27K
FCM
1002
Firestone Capital Management
Florida
$27K
AWMS
1003
Advocacy Wealth Management Services
Georgia
$27K +$9.32K +65 +34%
MAM
1004
Marquette Asset Management
Minnesota
$26K
LC
1005
Lindbrook Capital
California
$25K -$108K -753 -77%
LWM
1006
Liberty Wealth Management
California
$25K -$3.87K -27 -11%
BAM
1007
Barrett Asset Management
New York
$25K
BWA
1008
BDO Wealth Advisors
Florida
$25K +$29.5K +206 +1,144%
PCA
1009
Providence Capital Advisors
North Carolina
$25K +$29.7K +207 +1,479%
WPA
1010
West Paces Advisors
Georgia
$24.6K -$18.4K -128 -37%
POIA
1011
Pin Oak Investment Advisors
Texas
$24K
KFS
1012
Kelly Financial Services
Massachusetts
$23.9K +$143 +1 +0.5%
DOA
1013
D'Orazio & Associates
Virginia
$23K
HWA
1014
HHM Wealth Advisors
Tennessee
$23K +$29.5K +206 New
GTAM
1015
Global Trust Asset Management
Florida
$22K
IRC
1016
Investors Research Corp
Georgia
$22K
JSC
1017
Jackson Square Capital
California
$22K
BWA
1018
Burt Wealth Advisors
Maryland
$22K +$10.9K +76 +63%
MCM
1019
McMillion Capital Management
North Carolina
$21K
WAP
1020
Wealthcare Advisory Partners
Pennsylvania
$20K -$30K -209 -54%
FCA
1021
FinTrust Capital Advisors
South Carolina
$19K +$4.59K +32 +23%
Loomis, Sayles & Company
1022
Loomis, Sayles & Company
Massachusetts
$18K -$76.4K -533 -77%
PA
1023
Procyon Advisors
Connecticut
$18K
BWM
1024
Baystate Wealth Management
Massachusetts
$17K -$23.7K -165 -52%
FWM
1025
Filbrandt Wealth Management
Wisconsin
$17K +$7.17K +50 +50%

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.