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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
SIS
1051
Sound Income Strategies
Florida
$7K +$8.6K +60 New
LWA
1052
Lenox Wealth Advisors
New York
$6K -$430 -3 -5%
SIA
1053
SeaBridge Investment Advisors
New Jersey
$6K
TJHA
1054
Thomas J. Herzfeld Advisors
Florida
$6K
AP
1055
Arlington Partners
Alabama
$6K +$7.17K +50 New
GWMIA
1056
Global Wealth Management Investment Advisory
Florida
$6K +$7.17K +50 New
IBOK
1057
Independence Bank of Kentucky
Kentucky
$6K +$7.17K +50 New
LSA
1058
Lion Street Advisors
Texas
$6K +$8.32K +58 New
AWA
1059
Arkadios Wealth Advisors
Georgia
$5.36K
AA
1060
Advisory Alpha
Michigan
$5.2K +$5.02K +35 +233%
KTC
1061
Kistler-Tiffany Companies
Pennsylvania
$5K -$4.59K -32 -50%
CCM
1062
Cribstone Capital Management
Maine
$5K
OAJ
1063
Ogorek Anthony Joseph
New York
$5K
CQS
1064
Credential Qtrade Securities
$4.13K -$15.9K -111 -75%
WWM
1065
Willingdon Wealth Management
North Carolina
$4K -$240K -1,675 -98%
GWS
1066
Glassman Wealth Services
Virginia
$4K -$22.8K -159 -82%
PO
1067
Private Ocean
California
$4K -$17.6K -123 -75%
EWA
1068
Evolution Wealth Advisors
Florida
$4K -$3.87K -27 -41%
BHWM
1069
Bay Harbor Wealth Management
Maryland
$4K
IAS
1070
IMA Advisory Services
Colorado
$4K
MF
1071
Manchester Financial
California
$4K +$5.16K +36 New
SQA
1072
Simon Quick Advisors
New Jersey
$3K -$20.8K -145 -85%
WCM
1073
Wealthcare Capital Management
Virginia
$3K -$2.01K -14 -35%
LFG
1074
Larson Financial Group
Missouri
$3K -$574 -4 -14%
CMA
1075
Cedar Mountain Advisors
Oregon
$3K

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.