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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
CMA
1126
Cedar Mountain Advisors
Oregon
$6K
CCM
1127
Cribstone Capital Management
Maine
$6K
IAS
1128
IMA Advisory Services
Colorado
$6K
Kayne Anderson Rudnick Investment Management
1129
Kayne Anderson Rudnick Investment Management
California
$6K +$1.54K +11 +37%
MLFP
1130
MPS Loria Financial Planners
Illinois
$6K +$5.47K +39 New
WPA
1131
West Paces Advisors
Georgia
$5.39K
EWA
1132
Evolution Wealth Advisors
Florida
$5K -$6.87K -49 -59%
TJHA
1133
Thomas J. Herzfeld Advisors
Florida
$5K
KFS
1134
Kelly Financial Services
Massachusetts
$4.31K
IFAM
1135
Institutional & Family Asset Management
Colorado
$4K
TI
1136
Truehand Inc
New Hampshire
$4K
KFI
1137
Key Financial Inc
Pennsylvania
$4K +$3.22K +23 New
BSSFA
1138
Baron Silver Stevens Financial Advisors
Florida
$4K +$4.49K +32 New
FI
1139
Fosun International
China
$3.96K +$1.96M +14,000 +114%
GEA
1140
Glen Eagle Advisors
New Jersey
$3.39K +$3.08K +22 New
CQS
1141
Credential Qtrade Securities
$3.23K -$4.21K -30 -59%
BWA
1142
BDO Wealth Advisors
Florida
$3K
PCA
1143
Providence Capital Advisors
North Carolina
$3K
SIS
1144
Sound Income Strategies
Florida
$3K
SIAG
1145
Safeguard Investment Advisory Group
California
$3K +$3.22K +23 New
HI
1146
Hudock Inc
Pennsylvania
$2K -$2.24K -16 -52%
LAS
1147
Lloyd Advisory Services
Georgia
$2K -$841 -6 -33%
APC
1148
Aspire Private Capital
North Carolina
$2K
FMP
1149
Financial Management Professionals
Texas
$2K
PFGIA
1150
Patriot Financial Group Insurance Agency
Massachusetts
$2K

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.