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Chubb
CB

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: 1,054 → 1,164 (+110)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$423M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$280M
3
DZ Bank
DZ Bank
Germany
+$166M
4
JP Morgan Chase
JP Morgan Chase
New York
+$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$383M
2
Citadel Advisors
Citadel Advisors
Florida
-$210M
3
NI
Nuance Investments
Missouri
-$138M
4
Norges Bank
Norges Bank
Norway
-$116M
5
Truist Financial
Truist Financial
North Carolina
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
AllSquare Wealth Management
New York
– -$13K -109 Closed
FBT
1227
First Bank & Trust
South Dakota
– -$9K -80 Closed
FCAS
1228
First Command Advisory Services
Texas
– -$7K -59 Closed
JSC
1229
Jackson Square Capital
California
– -$6K -54 Closed
AA
1230
Advisory Alpha
Michigan
– -$6K -50 Closed
TF
1231
TimeScale Financial
Massachusetts
– -$5K -46 Closed
NIC
1232
Northwest Investment Counselors
Oregon
– -$5K -43 Closed
AWA
1233
Artemis Wealth Advisors
New York
– -$4.64K -40 Closed
PO
1234
Private Ocean
California
– -$5K -40 Closed
Fidelity International
1235
Fidelity International
Bermuda
– -$5.33K -38 -95%
CSPIA
1236
Cary Street Partners Investment Advisory
Virginia
– -$4K -37 Closed
PWM
1237
Provident Wealth Management
Tennessee
– -$4K -37 Closed
TWP
1238
TFO Wealth Partners
Ohio
– -$2K -21 Closed
CMBA
1239
C.M. Bidwell & Associates
Hawaii
– -$1K -9 Closed
46 47 48 49
50

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.