We are live on ! Find out more

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
WIC
151
Willis Investment Counsel
Georgia
$23.6M +$4.84M +33,738 +19%
CTB
152
Country Trust Bank
Illinois
$22.7M +$997K +6,950 +4%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$21.7M -$229K -1,596 -0.8%
BC
154
Bartlett & Co
Ohio
$21.6M +$27.7M +193,286 New
VOYA Investment Management
155
VOYA Investment Management
Georgia
$21.6M -$256K -1,785 -0.9%
Mariner
156
Mariner
Kansas
$21.2M -$4.03M -28,107 -13%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$20.8M +$11.1M +77,744 +71%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$20.5M -$1.2M -8,360 -4%
AIG
159
American International Group
New York
$20.3M +$185K +1,292 +0.7%
ST
160
Sabal Trust
Florida
$20.2M -$1.09M -7,575 -4%
CCMG
161
Clark Capital Management Group
Pennsylvania
$20M +$25.4M +176,849 +7,590%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$20M +$2.09M +14,592 +9%
Macquarie Group
163
Macquarie Group
Australia
$19.8M +$1.07M +7,441 +4%
JIC
164
Johnson Investment Counsel
Ohio
$19.8M +$7.89M +55,054 +63%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$19.6M -$1.54M -10,707 -6%
HCM
166
Howland Capital Management
Massachusetts
$19.1M +$239K +1,666 +1%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$19.1M +$24.3M +169,319 +9,709%
CAM
168
Cidel Asset Management
Ontario, Canada
$18.9M +$1.76M +12,252 +8%
Squarepoint
169
Squarepoint
New York
$18.8M +$17.3M +120,646 +255%
SIC
170
Schwartz Investment Counsel
Michigan
$18.6M -$5.88M -41,000 -20%
GC
171
Guggenheim Capital
Illinois
$18.3M -$985K -6,871 -4%
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$17.8M -$124K -862 -0.5%
Aviva
173
Aviva
United Kingdom
$17.7M -$121K -843 -0.5%
PCM
174
Polaris Capital Management
Massachusetts
$17.6M -$23M -160,400 -50%
Comerica Bank
175
Comerica Bank
Texas
$17.5M -$1.1M -7,689 -4%

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.