We are live on ! Find out more

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
DAM
1001
Delta Asset Management
Tennessee
$95K
VCG
1002
Vantage Consulting Group
Virginia
$94K +$85.8K +612 New
MA
1003
MCF Advisors
Kentucky
$93K
ADL
1004
Asset Dedication LLC
California
$92K
BCA
1005
Berman Capital Advisors
Georgia
$91K +$26.5K +189 +47%
CFO
1006
CVA Family Office
Colorado
$90K -$9.39K -67 -10%
PP
1007
Pacifica Partners
Canada
$89K
JWA
1008
JFS Wealth Advisors
Pennsylvania
$82K +$10.9K +78 +17%
CAL
1009
Capital Advisors Ltd
Ohio
$79K
SFP
1010
Sterling Financial Planning
New Jersey
$79K +$72.3K +516 New
PCH
1011
PGIM Custom Harvest
New Jersey
$77K +$69.1K +493 New
SIC
1012
Salem Investment Counselors
North Carolina
$75K +$9.39K +67 +16%
FFC
1013
First Financial Corp
Indiana
$74K
SC
1014
Sawyer & Company
Massachusetts
$74K
ICM
1015
Infini Capital Management
Hong Kong
$74K +$67K +478 New
IMF
1016
Infini Master Fund
Hong Kong
$74K +$67K +478 New
JFA
1017
JNBA Financial Advisors
Minnesota
$73K +$14.3K +102 +27%
HFA
1018
Hoover Financial Advisors
Pennsylvania
$73K +$65.7K +469 New
ASBI
1019
American State Bank (Iowa)
Iowa
$72.8K +$66.3K +473 New
TWA
1020
TCI Wealth Advisors
Arizona
$72K +$421 +3 +0.6%
JWM
1021
Janiczek Wealth Management
Colorado
$72K +$46.8K +334 +246%
GSAM
1022
Grant Street Asset Management
Pennsylvania
$71K +$64.3K +459 New
EW
1023
Evoke Wealth
California
$70K +$1.96K +14 +3%
BCA
1024
Bray Capital Advisors
Florida
$69K
CAAS
1025
Capital Asset Advisory Services
Michigan
$69K +$62.4K +445 New

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.