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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
WQ
1026
Wealth Quarterback
New Jersey
$16.6K -$83.3K -581 -80%
SL
1027
Savior LLC
Massachusetts
$16K -$18.5K -129 -47%
SWM
1028
Sugarloaf Wealth Management
Georgia
$16K
IA
1029
IndexIQ Advisors
New York
$15K -$430 -3 -2%
AP
1030
Atwood & Palmer
Missouri
$15K
WCG
1031
Weaver Consulting Group
California
$14K -$7.31K -51 -29%
FA
1032
Fortis Advisors
Pennsylvania
$14K +$18.1K +126 New
CYG
1033
Clean Yield Group
Vermont
$13K -$47K -328 -73%
AW
1034
Avion Wealth
Texas
$13K +$16.8K +117 New
OSAM
1035
O'Shaughnessy Asset Management
Connecticut
$12K -$35.7K -249 -70%
AWM
1036
AllSquare Wealth Management
New York
$12K
VIMU
1037
Veritas Investment Management (UK)
United Kingdom
$12K
AIM
1038
Anchor Investment Management
South Carolina
$12K +$2.44K +17 +19%
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
RBC
1040
Roble Belko & Company
Pennsylvania
$11K
FP
1041
Financial Perspectives
Minnesota
$10.5K
TFO
1042
Tarbox Family Office
California
$10K -$2.44K -17 -15%
GI
1043
Gradient Investments
Minnesota
$10K +$860 +6 +7%
DWM
1044
Darwin Wealth Management
Florida
$10K +$13.5K +94 New
RWML
1045
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$9.05K -$20.2K -141 -64%
FBT
1046
First Bank & Trust
South Dakota
$9K -$40.2K -280 -78%
RFM
1047
Royal Fund Management
Florida
$9K
VCM
1048
Versant Capital Management
Arizona
$8K -$1.86K -13 -15%
LS
1049
Leelyn Smith
Illinois
$7K -$17.9K -125 -66%
SGAM
1050
Smith Group Asset Management
Texas
$7K

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.