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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.31B +$135M +938,497 +2%
BlackRock
2
BlackRock
New York
$3.59B -$70.2M -489,259 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.66B -$571M -3,984,296 -14%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.65B +$51.5M +359,194 +2%
State Street
5
State Street
Massachusetts
$2.34B -$65M -452,937 -2%
Capital International Investors
6
Capital International Investors
California
$2.33B -$5.78M -40,334 -0.2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.64B +$132M +919,127 +7%
Bank of America
8
Bank of America
North Carolina
$1.48B -$223M -1,557,818 -10%
Capital World Investors
9
Capital World Investors
California
$1.24B +$568M +3,958,065 +55%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$960M -$165M -1,148,516 -12%
WCM Investment Management
11
WCM Investment Management
California
$955M +$57.5M +401,306 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$748M +$2.37M +16,504 +0.2%
JP Morgan Chase
13
JP Morgan Chase
New York
$706M +$44.4M +309,291 +5%
Boston Partners
14
Boston Partners
Massachusetts
$610M -$53.6M -373,749 -6%
Northern Trust
15
Northern Trust
Illinois
$597M -$8.53M -59,465 -1%
Wells Fargo
16
Wells Fargo
California
$593M -$30.1M -209,676 -4%
American Century Companies
17
American Century Companies
Missouri
$564M +$79.6M +554,777 +12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$515M +$21.3M +148,654 +3%
N
19
Nuveen
North Carolina
$507M +$35.3M +246,467 +6%
FMI
20
Fiduciary Management Inc
Wisconsin
$450M -$45.3M -315,840 -7%
Aristotle Capital Management
21
Aristotle Capital Management
California
$436M +$24.5M +170,620 +5%
Ameriprise
22
Ameriprise
Minnesota
$432M +$25.3M +176,649 +5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$413M -$10.6M -73,699 -2%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$383M +$25.8M +179,725 +6%
Norges Bank
25
Norges Bank
Norway
$376M -$97.2M -677,978 -17%

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.