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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
FWM
1226
Frontier Wealth Management
Missouri
-$219K -1,408 Closed
NG
1227
Northstar Group
New York
-$219K -1,407 Closed
BPC
1228
Banque Pictet & Cie
Switzerland
-$218K -1,400 Closed
PNAA
1229
Pictet North America Advisors
Switzerland
-$218K -1,400 Closed
BWAM
1230
Boyd Watterson Asset Management
Ohio
-$217K -1,396 Closed
NEPPG
1231
New England Professional Planning Group
Rhode Island
-$217K -1,394 Closed
OBGC
1232
O'Brien Greene & Co
Pennsylvania
-$216K -1,385 Closed
SIC
1233
Samalin Investment Counsel
New York
-$215K -1,385 Closed
BFM
1234
Boston Financial Management
Massachusetts
-$215K -1,380 Closed
MIC
1235
Means Investment Company
Maine
-$211K -1,371 Closed
SIG
1236
Sargent Investment Group
Maryland
-$213K -1,370 Closed
CMO
1237
Covenant Multifamily Offices
Texas
-$213K -1,367 Closed
PL
1238
Perpetual Ltd
Australia
-$209K -1,348 Closed
AAM
1239
Augustine Asset Management
Florida
-$208K -1,337 Closed
ACM
1240
Alta Capital Management
Utah
-$207K -1,335 Closed
GLI
1241
Guardian Life Insurance
New York
-$208K -1,334 Closed
PCA
1242
Personal Capital Advisors
California
-$205K -1,319 Closed
ATWA
1243
Arbor Trust Wealth Advisors
Michigan
-$206K -1,315 Closed
SIM
1244
SSI Investment Management
California
-$205K -1,315 Closed
EH
1245
Equitable Holdings
New York
-$204K -1,312 Closed
WGA
1246
Weather Gauge Advisory
Virginia
-$202K -1,297 Closed
NP
1247
NorthRock Partners
Minnesota
-$158K -1,015 Closed
NIM
1248
NuWave Investment Management
New Jersey
-$145K -931 Closed
RIA
1249
Realta Investment Advisors
Delaware
-$124K -823 Closed
RMAM
1250
Raab & Moskowitz Asset Management
New Jersey
-$125K -807 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.