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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
CAC
1076
Certified Advisory Corp
Florida
$3K
HIM
1077
Hillsdale Investment Management
Ontario, Canada
$3K
Kayne Anderson Rudnick Investment Management
1078
Kayne Anderson Rudnick Investment Management
California
$3K
TI
1079
Truehand Inc
New Hampshire
$3K
MWM
1080
MBE Wealth Management
Wisconsin
$3K +$4.16K +29 New
EWM
1081
Elmwood Wealth Management
California
$2.73K +$2.87K +20 New
MLL
1082
Moody Lynn & Lieberson
Massachusetts
$2.7K -$5.58M -38,916 -62%
WEC
1083
Winslow Evans & Crocker
Massachusetts
$2K -$52.8K -368 -97%
LF
1084
Lee Financial
Texas
$2K
EWM
1085
EPG Wealth Management
Georgia
$2K +$1.72K +12 +171%
JIR
1086
James Investment Research
Ohio
$2K +$2.01K +14 New
AA
1087
AlphaMark Advisors
Kentucky
$2K +$2.29K +16 New
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.73K +19 New
CS
1089
Candriam SCA
Luxembourg
$2K +$3.01K +21 New
PFGIA
1090
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$860 -6 -33%
LFG
1091
LifePlan Financial Group
Ohio
$1K
TFGT
1092
TS Financial Group (TSFG)
Illinois
$1K
VRM
1093
Vectors Research Management
New York
$1K
ETC
1094
Exchange Traded Concepts
Oklahoma
$1K +$574 +4 +57%
SC
1095
Solstein Capital
California
$1K +$1.58K +11 New
WA
1096
WBH Advisory
Maryland
$621 -$16.1K -112 -2%
TI
1097
tru Independence
Oregon
$385
FGAM
1098
Financial Gravity Asset Management
Texas
$7 +$3.01K +21 +70%
SSM
1099
Sound Shore Management
Connecticut
-$79.4M -510,215 Closed
Artisan Partners
1100
Artisan Partners
Wisconsin
-$71.6M -459,788 Closed

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.