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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
VCM
1001
Versant Capital Management
Arizona
$9K
CCA
1002
Column Capital Advisors
Indiana
$8K -$19.6K -156 -68%
FCH
1003
Freestone Capital Holdings
Washington
$7.78K +$8.42K +67 New
MHR
1004
Matthew Hamilton Rosenberg
$7K
SFSIG
1005
San Francisco Sentry Investment Group
California
$7K
SGAM
1006
Smith Group Asset Management
Texas
$7K
TAIM
1007
TD Ameritrade Investment Management
Nebraska
$7K +$3.77K +30 +100%
FCAS
1008
First Command Advisory Services
Texas
$7K +$7.41K +59 New
TI
1009
tru Independence
Oregon
$6K -$427K -3,400 -99%
LWA
1010
Lenox Wealth Advisors
New York
$6K -$20.1K -160 -75%
TFO
1011
Tarbox Family Office
California
$6K -$4.65K -37 -40%
JSC
1012
Jackson Square Capital
California
$6K -$2.64K -21 -28%
AA
1013
Advisory Alpha
Michigan
$6K +$6.28K +50 New
CQS
1014
Credential Qtrade Securities
$5.92K +$879 +7 +16%
APWA
1015
Atlas Private Wealth Advisors
New Jersey
$5K
CCM
1016
Cribstone Capital Management
Maine
$5K
Fidelity International
1017
Fidelity International
Bermuda
$5K
OAJ
1018
Ogorek Anthony Joseph
New York
$5K
PO
1019
Private Ocean
California
$5K
SIAS
1020
Shine Investment Advisory Services
Colorado
$5K
TJHA
1021
Thomas J. Herzfeld Advisors
Florida
$5K +$126 +1 +3%
LC
1022
Lindbrook Capital
California
$5K +$2.01K +16 +64%
NIC
1023
Northwest Investment Counselors
Oregon
$5K +$5.4K +43 New
TF
1024
TimeScale Financial
Massachusetts
$5K +$5.78K +46 New
AWA
1025
Artemis Wealth Advisors
New York
$4.64K +$5.02K +40 New

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.