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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
FM
1176
Family Management
New York
-$273K -1,755 Closed
BIA
1177
Bigelow Investment Advisors
Maine
-$270K -1,736 Closed
TA
1178
TCG Advisors
Texas
-$268K -1,723 Closed
DI
1179
Diligent Investors
California
-$268K -1,720 Closed
RWP
1180
RWA Wealth Partners
Massachusetts
-$268K -1,720 Closed
TCA
1181
Transcend Capital Advisors
New Jersey
-$266K -1,711 Closed
MFG
1182
Magnus Financial Group
New York
-$266K -1,708 Closed
BP
1183
BBR Partners
New York
-$261K -1,676 Closed
LBA
1184
Lowell Blake & Associates
Massachusetts
-$259K -1,665 Closed
BCM
1185
BTR Capital Management
California
-$258K -1,656 Closed
QWM
1186
QP Wealth Management
New Jersey
-$253K -1,643 Closed
SCP
1187
Seizert Capital Partners
Michigan
-$255K -1,637 Closed
SWM
1188
Segment Wealth Management
Texas
-$253K -1,627 Closed
ESB
1189
Essex Savings Bank
Connecticut
-$253K -1,624 Closed
LCM
1190
Leisure Capital Management
California
-$253K -1,624 Closed
ERIM
1191
Eagle Ridge Investment Management
Connecticut
-$249K -1,601 Closed
SW
1192
SlateStone Wealth
Florida
-$249K -1,599 Closed
TBA
1193
Tower Bridge Advisors
Pennsylvania
-$246K -1,581 Closed
C
1194
Certuity
Florida
-$244K -1,567 Closed
RGC
1195
Roberts, Glore & Co
Illinois
-$243K -1,565 Closed
Edgewood Management
1196
Edgewood Management
Connecticut
-$243K -1,564 Closed
CSIC
1197
Clifford Swan Investment Counsel
California
-$243K -1,558 Closed
TP
1198
Tranquility Partners
Tennessee
-$242K -1,557 Closed
PP
1199
PagnatoKarp Partners
Virginia
-$241K -1,540 Closed
FRM
1200
Foundation Resource Management
Arkansas
-$239K -1,537 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.