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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
ZCA
1126
Zeke Capital Advisors
Pennsylvania
-$1.43M -9,176 Closed
ACS
1127
Archford Capital Strategies
Illinois
-$1.38M -8,856 Closed
PP
1128
Prudential plc
United Kingdom
-$1.17M -7,537 Closed
MC
1129
Machina Capital
France
-$1.13M -7,267 Closed
AG
1130
AlphaSimPlex Group
Massachusetts
-$1.05M -6,737 Closed
SLG
1131
Stanley-Laman Group
Pennsylvania
-$991K -6,366 Closed
KC
1132
Kingfisher Capital
North Carolina
-$940K -6,040 Closed
TAM
1133
Tocqueville Asset Management
New York
-$929K -5,965 Closed
Walleye Trading
1134
Walleye Trading
New York
-$831K -5,793 Closed
CAM
1135
Cypress Asset Management
Texas
-$897K -5,760 Closed
IMRF
1136
Illinois Municipal Retirement Fund
Illinois
-$873K -5,609 Closed
Pzena Investment Management
1137
Pzena Investment Management
New York
-$866K -5,561 Closed
LWMM
1138
Legacy Wealth Management (Mississippi)
Mississippi
-$842K -5,410 Closed
RBA
1139
Richard Bernstein Advisors
New York
-$824K -5,299 Closed
MWM
1140
Minot Wealth Management
Massachusetts
-$796K -5,174 Closed
UCMOK
1141
United Capital Management of KS
Kansas
-$769K -4,942 Closed
BBVA
1142
Banco Bilbao Vizcaya Argentaria
Spain
-$745K -4,791 Closed
MFG
1143
Monte Financial Group
Connecticut
-$674K -4,329 Closed
PP
1144
Parplus Partners
New York
-$672K -4,319 Closed
Capstone Investment Advisors
1145
Capstone Investment Advisors
New York
-$617K -4,301 Closed
6M
1146
6 Meridian
Kansas
-$567K -3,644 Closed
ECM
1147
Evergreen Capital Management
Washington
-$557K -3,578 Closed
PTC
1148
Provident Trust Company
Wisconsin
-$467K -3,000 Closed
SA
1149
Strategic Advisors
New York
-$423K -2,715 Closed
AWM
1150
Affinity Wealth Management
Delaware
-$393K -2,524 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.