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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
CFW
1201
CA Family Wealth
California
-$238K -1,528 Closed
KP
1202
Keel Point
Alabama
-$238K -1,527 Closed
BAS
1203
Brown Advisory Securities
Maryland
-$239K -1,526 Closed
BHBT
1204
Burke & Herbert Bank & Trust
Virginia
-$236K -1,518 Closed
NPT
1205
Nixon Peabody Trust
Massachusetts
-$235K -1,510 Closed
OIA
1206
OneDigital Investment Advisors
Kansas
-$234K -1,504 Closed
ZIC
1207
ZWJ Investment Counsel
Georgia
-$234K -1,503 Closed
NFC
1208
Northeast Financial Consultants
Connecticut
-$233K -1,500 Closed
SAM
1209
Steinberg Asset Management
New York
-$233K -1,500 Closed
AUB
1210
Atlantic Union Bankshares
Virginia
-$233K -1,496 Closed
AWM
1211
Altium Wealth Management
New York
-$231K -1,487 Closed
LC
1212
LCNB Corp
Ohio
-$231K -1,484 Closed
HPWM
1213
Highland Private Wealth Management
Washington
-$230K -1,475 Closed
WIA
1214
Wealthstreet Investment Advisors
Texas
-$230K -1,474 Closed
HFP
1215
Holistic Financial Partners
Indiana
-$229K -1,468 Closed
TA
1216
Tiedemann Advisors
New York
-$230K -1,467 Closed
SPC
1217
Sigma Planning Corp
Michigan
-$228K -1,465 Closed
GIA
1218
Gladstone Institutional Advisory
Florida
-$227K -1,461 Closed
CL
1219
Choreo LLC
Illinois
-$227K -1,452 Closed
JWCA
1220
J.W. Cole Advisors
Florida
-$224K -1,442 Closed
AHB
1221
Abner Herrman & Brock
New Jersey
-$224K -1,437 Closed
FSA
1222
Franklin Street Advisors
North Carolina
-$223K -1,432 Closed
RI
1223
Ridgewood Investments
New Jersey
-$223K -1,430 Closed
FA
1224
FCG Advisors
New Jersey
-$221K -1,423 Closed
SC
1225
Scotia Capital
Ontario, Canada
-$220K -1,410 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.