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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
CWM
1101
Calamos Wealth Management
Illinois
-$234K -1,848 Closed
SB
1102
Sunflower Bank
Texas
-$230K -1,817 Closed
GIA
1103
GHP Investment Advisors
Colorado
-$229K -1,807 Closed
LW
1104
Linscomb Wealth
Texas
-$229K -1,805 Closed
AG
1105
AlphaSimPlex Group
Massachusetts
-$228K -1,804 Closed
Dodge & Cox
1106
Dodge & Cox
California
-$215K -1,697 Closed
KA
1107
Kovack Advisors
Florida
-$214K -1,686 Closed
CIA
1108
Capital Investment Advisors
Georgia
-$213K -1,682 Closed
CWM
1109
Cornerstone Wealth Management
Missouri
-$213K -1,682 Closed
FFBTD
1110
First Financial Bank - Trust Division
Ohio
-$212K -1,676 Closed
ZIC
1111
ZWJ Investment Counsel
Georgia
-$211K -1,670 Closed
BCM
1112
BTR Capital Management
California
-$210K -1,656 Closed
MGIM
1113
M&G Investment Management
United Kingdom
-$210K -1,654 Closed
NIM
1114
Northeast Investment Management
Massachusetts
-$208K -1,640 Closed
AFS
1115
Axiom Financial Strategies
Indiana
-$205K -1,621 Closed
BMCM
1116
Bryn Mawr Capital Management
Pennsylvania
-$203K -1,605 Closed
BIA
1117
Bigelow Investment Advisors
Maine
-$203K -1,604 Closed
QWM
1118
QP Wealth Management
New Jersey
-$203K -1,603 Closed
CPC
1119
Congress Park Capital
New York
-$203K -1,600 Closed
BSW
1120
Buckingham Strategic Wealth
Missouri
-$201K -1,590 Closed
RGC
1121
Roberts, Glore & Co
Illinois
-$200K -1,580 Closed
CWP
1122
CFM Wealth Partners
Texas
-$116K -924 Closed
KPW
1123
Kore Private Wealth
New York
-$112K -890 Closed
CT
1124
Clearstead Trust
Maine
-$101K -800 Closed
EWP
1125
Engrave Wealth Partners
Texas
-$63K -505 Closed

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.