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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
WPA
1026
West Paces Advisors
Georgia
$4.06K -$23.2K -185 -84%
IAS
1027
IMA Advisory Services
Colorado
$4K
KTC
1028
Kistler-Tiffany Companies
Pennsylvania
$4K
CMA
1029
Cedar Mountain Advisors
Oregon
$4K +$1.38K +11 +44%
CSPIA
1030
Cary Street Partners Investment Advisory
Virginia
$4K +$4.65K +37 New
PWM
1031
Provident Wealth Management
Tennessee
$4K +$4.65K +37 New
KFS
1032
Kelly Financial Services
Massachusetts
$3.25K -$6.91K -55 -66%
IFAM
1033
Institutional & Family Asset Management
Colorado
$3K -$110K -875 -97%
CWC
1034
Carolinas Wealth Consulting
North Carolina
$3K
EWM
1035
Elmwood Wealth Management
California
$3K
HIM
1036
Hillsdale Investment Management
Ontario, Canada
$3K
HI
1037
Hudock Inc
Pennsylvania
$3K
Kayne Anderson Rudnick Investment Management
1038
Kayne Anderson Rudnick Investment Management
California
$3K
M
1039
MOTCO
Texas
$3K
TI
1040
Truehand Inc
New Hampshire
$3K
FGA
1041
Fortis Group Advisors
New Jersey
$3K +$3.52K +28 New
BWA
1042
BDO Wealth Advisors
Florida
$2K -$22.9K -182 -90%
LAS
1043
Lloyd Advisory Services
Georgia
$2K -$1.88K -15 -45%
FMP
1044
Financial Management Professionals
Texas
$2K
SIS
1045
Sound Income Strategies
Florida
$2K
PCA
1046
Providence Capital Advisors
North Carolina
$2K +$2.13K +17 New
TWP
1047
TFO Wealth Partners
Ohio
$2K +$2.64K +21 New
F
1048
F3Logic
Minnesota
$1.75K +$72.1K +574 +4%
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TFGT
1050
TS Financial Group (TSFG)
Illinois
$1K

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.