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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
TF
1026
Tompkins Financial
New York
$67K -$337K -2,402 -85%
KPCM
1027
Kings Point Capital Management
New York
$66K +$4.21K +30 +8%
SWP
1028
ShoreHaven Wealth Partners
New Jersey
$64K +$57.9K +413 New
HWA
1029
HHM Wealth Advisors
Tennessee
$62K +$22.4K +160 +67%
EFSCE
1030
Enterprise Financial Services Corp (EFSC)
Missouri
$61K +$1.26K +9 +2%
FHC
1031
First Horizon Corporation
Tennessee
$61K +$1.68K +12 +3%
SWA
1032
Sutton Wealth Advisors
Florida
$60.8K +$1.96K +14 +4%
FRA
1033
Front Row Advisors
California
$59K
CB
1034
CNB Bank
Pennsylvania
$58K
TC
1035
Trust Company
Kansas
$58K
TLFA
1036
True Link Financial Advisors
California
$57K +$52.3K +373 New
MSFP
1037
Mark Sheptoff Financial Planning
Connecticut
$56K
CWC
1038
Carolinas Wealth Consulting
North Carolina
$55K +$46.8K +334 +1,392%
BWP
1039
Baldwin Wealth Partners
Massachusetts
$54K
AA
1040
Ancora Advisors
Ohio
$53K +$1.82K +13 +4%
CFA
1041
Carroll Financial Associates
North Carolina
$52K -$45.4K -324 -49%
HGWM
1042
Harvest Group Wealth Management
Massachusetts
$52K +$10.1K +72 +27%
LTI
1043
Laffer Tengler Investments
Tennessee
$50.9K +$47K +335 New
AFS
1044
Annapolis Financial Services
Maryland
$49K +$44.3K +316 New
ADIM
1045
Alpha DNA Investment Management
Maryland
$48K +$44.4K +317 New
TIM
1046
Tortoise Investment Management
New York
$47K +$8.41K +60 +24%
FMII
1047
Farmers & Merchants Investments Inc
Nebraska
$44K
ONST
1048
Old North State Trust
North Carolina
$43K -$38.7K -276 -49%
GCM
1049
Gables Capital Management
Florida
$42K
TFIPS
1050
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.6K +$37.8K +270 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.