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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
CIC
126
Crawford Investment Counsel
Georgia
$33M -$147K -1,028 -0.3%
AT
127
AMF Tjänstepension
Sweden
$32.5M -$23.2M -161,887 -36%
SEI Investments
128
SEI Investments
Pennsylvania
$31.9M +$3.15M +21,940 +8%
CS
129
Cannell & Spears
New York
$31.4M +$714K +4,978 +2%
DAM
130
Davis Asset Management
California
$30.7M +$7.17M +50,000 +22%
RMDI
131
R.M. Davis Inc
Maine
$29.9M +$336K +2,340 +0.9%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$29.2M +$4.76M +33,204 +15%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$28.6M -$8.08M -56,376 -18%
WFMPM
134
Woodley Farra Manion Portfolio Management
Indiana
$28.6M -$756K -5,275 -2%
Asset Management One
135
Asset Management One
Japan
$28.2M -$1.69M -11,760 -4%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$27.9M -$116K -810 -0.3%
IC
137
Inverness Counsel
New York
$27.9M +$4.37M +30,503 +14%
CFC
138
Cincinnati Financial Corp
Ohio
$27.1M
HSBC Holdings
139
HSBC Holdings
United Kingdom
$26.5M +$14.8M +103,053 +77%
SAM
140
Storebrand Asset Management
Norway
$26.5M +$34M +237,052 New
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$26.4M -$9.26M -64,543 -21%
LCM
142
Lakewood Capital Management
New York
$26.4M +$33.9M +236,200 New
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$26.3M -$1.59M -11,100 -4%
TH
144
TCTC Holdings
Texas
$26.2M +$1.41M +9,834 +4%
M&T Bank
145
M&T Bank
New York
$26.2M -$165K -1,154 -0.5%
AIA
146
Avalon Investment & Advisory
Texas
$25.9M -$532K -3,710 -2%
BTW
147
Boston Trust Walden
Massachusetts
$25.3M +$3.33M +23,249 +11%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$25M +$1.55M +10,798 +5%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$24.9M +$2.25M +15,680 +8%
DADC
150
D.A. Davidson & Co
Montana
$23.7M +$3.94M +27,454 +15%

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.