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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
DWA
1251
Dougherty Wealth Advisers
Minnesota
-$103K -663 Closed
ONST
1252
Old North State Trust
North Carolina
-$81K -520 Closed
AFS
1253
Aft Forsyth & Sober
Florida
-$76K -490 Closed
HCA
1254
Horan Capital Advisors
Ohio
-$72K -465 Closed
HWM
1255
Howard Wealth Management
Connecticut
-$51K -332 Closed
CG
1256
Cutler Group
California
-$45.7K -319 Closed
RA
1257
Rational Advisors
New York
-$46K -297 Closed
SMG
1258
Spectrum Management Group
Indiana
-$42K -270 Closed
KWM
1259
Keebeck Wealth Management
Illinois
-$40K -260 Closed
BB
1260
Busey Bank
Illinois
-$30K -190 Closed
CH
1261
Canton Hathaway
Rhode Island
-$27K -173 Closed
MFT
1262
Moisand Fitzgerald Tamayo
Florida
-$16K -100 Closed
SAM
1263
S.A. Mason
Michigan
-$16K -100 Closed
NL
1264
NVWM LLC
Pennsylvania
-$15K -94 Closed
CA
1265
Crewe Advisors
Utah
-$11K -73 Closed
SCA
1266
Stuart Chaussee & Associates
California
-$10K -67 Closed
THWM
1267
Taylor Hoffman Wealth Management
Virginia
-$10K -63 Closed
HR
1268
Howe & Rusling
New York
-$9K -59 Closed
HWA
1269
Heritage Wealth Advisors
Virginia
-$8.72K -56 Closed
TFA
1270
Tobias Financial Advisors
Florida
-$6K -41 Closed
CMBA
1271
C.M. Bidwell & Associates
Hawaii
-$5K -34 Closed
BC
1272
Barnett & Company
Tennessee
-$4K -25 Closed
FPFS
1273
First Personal Financial Services
North Carolina
-$3K -22 Closed
PWP
1274
Personal Wealth Partners
Minnesota
-$3K -22 Closed
WAS
1275
Winch Advisory Services
Wisconsin
-$3K -21 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.