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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
BHWM
1151
Bar Harbor Wealth Management
New Hampshire
-$373K -2,399 Closed
AP
1152
Americana Partners
Texas
-$365K -2,340 Closed
PMG
1153
ProVise Management Group
Florida
-$363K -2,330 Closed
VWM
1154
Venturi Wealth Management
Texas
-$362K -2,324 Closed
SC
1155
Searle & Co
Connecticut
-$352K -2,262 Closed
FCBT
1156
First Citizens Bank & Trust
North Carolina
-$342K -2,198 Closed
GJIC
1157
Gamble Jones Investment Counsel
California
-$334K -2,146 Closed
OFW
1158
Omnia Family Wealth
Florida
-$335K -2,141 Closed
WPW
1159
Waldron Private Wealth
Pennsylvania
-$334K -2,138 Closed
FMTC
1160
Farmers & Merchants Trust Company
California
-$326K -2,097 Closed
WKWM
1161
Walter & Keenan Wealth Management
Indiana
-$319K -2,050 Closed
KCPG
1162
Kavar Capital Partners Group
Kansas
-$318K -2,041 Closed
Cohen & Steers
1163
Cohen & Steers
New York
-$304K -1,950 Closed
AC
1164
Asio Capital
Kentucky
-$298 -1,915 Closed
AIM
1165
Aspen Investment Management
Michigan
-$293K -1,884 Closed
JA
1166
JOYN Advisors
Georgia
-$292K -1,879 Closed
AW
1167
ACG Wealth
Georgia
-$287K -1,842 Closed
SS
1168
Sunbelt Securities
Texas
-$286K -1,836 Closed
IWM
1169
IHT Wealth Management
Illinois
-$286K -1,835 Closed
PCWA
1170
Pacific Capital Wealth Advisors
California
-$284K -1,826 Closed
RPWA
1171
Regent Peak Wealth Advisors
Georgia
-$282K -1,814 Closed
MGIM
1172
M&G Investment Management
United Kingdom
-$281K -1,803 Closed
MCM
1173
Murphy Capital Management
New Jersey
-$277K -1,782 Closed
I
1174
IberiaBank
Louisiana
-$276K -1,772 Closed
BMCM
1175
Bryn Mawr Capital Management
Pennsylvania
-$274K -1,761 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.