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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
ICP
1101
Interchange Capital Partners
Pennsylvania
$15K +$14K +100 New
FP
1102
Financial Perspectives
Minnesota
$14.5K
TAIM
1103
TD Ameritrade Investment Management
Nebraska
$14K +$4.34K +31 +52%
CWM
1104
Curi Wealth Management
North Carolina
$14K +$12.9K +92 New
BBHBI
1105
B, B, H, & B Inc
Alabama
$14K +$13.6K +97 New
AIM
1106
Anchor Investment Management
South Carolina
$13.9K
NFSG
1107
Newbridge Financial Services Group
Florida
$13K
TFM
1108
TFC Financial Management
Massachusetts
$13K
LC
1109
Lindbrook Capital
California
$12K +$5.05K +36 +88%
Jones Financial Companies
1110
Jones Financial Companies
Missouri
$12K +$11.1K +79 New
AWG
1111
Altus Wealth Group
Colorado
$12K +$11.4K +81 New
CAL
1112
Capital Analysts LLC
Pennsylvania
$10K -$7.85K -56 -47%
VCM
1113
Versant Capital Management
Arizona
$10K -$1.68K -12 -15%
GI
1114
Gradient Investments
Minnesota
$10K
MHR
1115
Matthew Hamilton Rosenberg
$9K
SFSIG
1116
San Francisco Sentry Investment Group
California
$9K
FCH
1117
Freestone Capital Holdings
Washington
$8K -$2.1K -15 -22%
CIA
1118
CSat Investment Advisory
Michigan
$8K -$207K -1,479 -96%
CA
1119
Crewe Advisors
Utah
$8K -$6.45K -46 -46%
OIM
1120
Oder Investment Management
California
$8K +$7.43K +53 New
WWM
1121
Wolff Wiese Magana
California
$8K +$7.57K +54 New
COCM
1122
Charter Oak Capital Management
New Hampshire
$8K +$8.13K +58 New
CCA
1123
Column Capital Advisors
Indiana
$7K -$3.79K -27 -38%
APWA
1124
Atlas Private Wealth Advisors
New Jersey
$7K
OAJ
1125
Ogorek Anthony Joseph
New York
$7K

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.