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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
AC
1126
Asio Capital
Kentucky
-$57K -450 Closed
HFA
1127
Hoover Financial Advisors
Pennsylvania
-$53K -416 Closed
BSAM
1128
Blue Square Asset Management
New York
-$51K -400 Closed
PWP
1129
Principle Wealth Partners
Connecticut
-$46K -360 Closed
SCA
1130
Stonebridge Capital Advisors
Minnesota
-$44K -350 Closed
KWM
1131
Keebeck Wealth Management
Illinois
-$33K -260 Closed
AWM
1132
Apollon Wealth Management
South Carolina
-$33K -259 Closed
PA
1133
Procyon Advisors
Connecticut
-$20K -158 Closed
TFA
1134
Transamerica Financial Advisors
Florida
-$18K -138 Closed
NG
1135
NWK Group
California
-$8K -65 Closed
SIA
1136
SeaBridge Investment Advisors
New Jersey
-$7K -53 Closed
HS
1137
Horan Securities
United States
-$6K -48 Closed
WR
1138
Watson Rebecca
-$4K -29 Closed
AP
1139
Arlington Partners
Alabama
-$3K -21 Closed
NC
1140
NewSquare Capital
Pennsylvania
-$2K -18 Closed
TFA
1141
Toth Financial Advisory
Virginia
-$2K -15 Closed
UFF
1142
USA Financial Formulas
Michigan
-$2K -15 Closed
JIR
1143
James Investment Research
Ohio
-$2K -14 Closed
TC
1144
Truvestments Capital
Florida
-$1K -12 Closed
HR
1145
Howe & Rusling
New York
-$1K -9 Closed
LFG
1146
LifePlan Financial Group
Ohio
-$1K -9 Closed
ETC
1147
Exchange Traded Concepts
Oklahoma
-$1K -7 Closed
CWAF
1148
Core Wealth Advisors (Florida)
Florida
+$251 +2 New

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.