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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
BDWM
1051
Brewin Dolphin Wealth Management
Ireland
$41.1K
SFG
1052
Sage Financial Group
Pennsylvania
$38K
LWA
1053
Lenox Wealth Advisors
New York
$38K +$27.2K +194 +359%
PWA
1054
Phoenix Wealth Advisors
North Carolina
$38K +$34.2K +244 New
FCM
1055
Firestone Capital Management
Florida
$37K
FFA
1056
Freedman Financial Associates
Massachusetts
$37K +$33.6K +240 New
MAM
1057
Marquette Asset Management
Minnesota
$36K
POIA
1058
Pin Oak Investment Advisors
Texas
$34K
ZB
1059
Zions Bancorporation
Utah
$34K +$421 +3 +1%
SGAM
1060
Smith Group Asset Management
Texas
$34K +$23.1K +165 +280%
APW
1061
Acima Private Wealth
Virginia
$32K
DOA
1062
D'Orazio & Associates
Virginia
$32K
BWM
1063
Baystate Wealth Management
Massachusetts
$31K
IRC
1064
Investors Research Corp
Georgia
$31K
FFG
1065
Fortem Financial Group
California
$31K +$28K +200 New
RA
1066
Reby Advisors
Connecticut
$31K +$28K +200 New
GTAM
1067
Global Trust Asset Management
Florida
$30K
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$28K
GWS
1069
Glassman Wealth Services
Virginia
$28K +$8.27K +59 +49%
MCM
1070
McMillion Capital Management
North Carolina
$28K +$25.8K +184 New
AA
1071
Addison Advisors
Vermont
$28K +$25.9K +185 New
Loomis, Sayles & Company
1072
Loomis, Sayles & Company
Massachusetts
$27K -$2.1K -15 -8%
AWMS
1073
Advocacy Wealth Management Services
Georgia
$27K
AP
1074
Arlington Partners
Alabama
$27K +$24.5K +175 New
AIG
1075
American International Group
New York
$26.1K -$867K -6,188 -4%

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.