Chubb
1,205 hedge funds and large institutions have $62.8B invested in Chubb in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 445 increasing their positions, 415 reducing their positions, and 60 closing their positions.
152% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 60
27% more call options, than puts
Call options by funds: $116M | Put options by funds: $91.4M
6% more funds holding
Funds holding: 1,133 → 1,205 (+72)
7% more repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 415
1.4% less ownership
Funds ownership: 90.48% → 89.08% (-1.4%)
5% less capital invested
Capital invested by funds: $66.5B → $62.8B (-$3.61B)
29% less funds holding in top 10
Funds holding in top 10: 31 → 22 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$451M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$208M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$139M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$120M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$1.21B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$417M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$352M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$339M |
| 5 |
JP Morgan Chase
New York
|
-$121M |
CB Hedge Fund Activity: Q4 2019 in Review
1,205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2019, worth a combined $62.8B — down 5.4% from $66.5B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new CB positions and 60 closed out — a net gain of 91 holders — while 445 added to existing stakes and 415 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $451M. The largest seller was WCM Investment Management, cutting an estimated $1.21B.
- 1,205 institutional investors held Chubb (CB) as of Q4 2019, up from 1,133 in Q3 2019.
- Funds reported $62.8B of Chubb stock for Q4 2019, down 5.4% quarter-over-quarter.
- 151 funds opened new Chubb positions in Q4 2019 and 60 closed out, a net change of +91 holders.
- The largest Chubb buyer in Q4 2019 was T. Rowe Price Associates, an estimated $451M added.
- The largest Chubb seller in Q4 2019 was WCM Investment Management, an estimated $1.21B sold.
Based on aggregated 13F filings for Q4 2019.