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1,164 hedge funds and large institutions have $61B invested in Chubb in 2020 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 368 increasing their positions, 430 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 76

51% more call options, than puts

Call options by funds: $217M | Put options by funds: $143M

33% more capital invested

Capital invested by funds: $45.9B → $61B (+$15.1B)

10% more funds holding

Funds holding: 1,0541,164 (+110)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.13% less ownership

Funds ownership: 87.78%87.64% (-0.13%)

14% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 430

Holders
1,164
Holders Change
+110
Holders Change %
+10.44%
% of All Funds
20.6%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
206
Increased
368
Reduced
430
Closed
76
Calls
$217M
Puts
$143M
Net Calls
+$73.3M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B -$34.2M -244,187 -0.7%
BlackRock
2
BlackRock
New York
$4.53B -$383M -2,735,398 -8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.26B +$280M +1,995,237 +8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.67B +$423M +3,020,693 +15%
Capital International Investors
5
Capital International Investors
California
$3.45B +$3.52M +25,115 +0.1%
State Street
6
State Street
Massachusetts
$3.32B +$59.8M +426,831 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.4B +$31.3M +222,952 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.93B +$155M +1,104,621 +10%
Capital World Investors
9
Capital World Investors
California
$1.81B -$14.6M -104,505 -0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.21B +$123M +876,961 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.07B +$20.9M +149,064 +2%
Bank of America
12
Bank of America
North Carolina
$995M -$66.2M -471,984 -7%
Wells Fargo
13
Wells Fargo
California
$876M +$36.4M +259,914 +5%
American Century Companies
14
American Century Companies
Missouri
$780M -$78.1M -557,424 -10%
Northern Trust
15
Northern Trust
Illinois
$753M -$17.6M -125,707 -3%
Ameriprise
16
Ameriprise
Minnesota
$740M +$39.6M +282,545 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$731M +$63.4M +452,514 +11%
N
18
Nuveen
North Carolina
$688M -$11.6M -83,082 -2%
Aristotle Capital Management
19
Aristotle Capital Management
California
$666M +$23.9M +170,628 +4%
Boston Partners
20
Boston Partners
Massachusetts
$613M -$10.9M -78,114 -2%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$578M -$71.3M -508,781 -12%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$561M -$16.2M -115,738 -3%
FMI
23
Fiduciary Management Inc
Wisconsin
$509M -$48.1M -343,242 -9%
Norges Bank
24
Norges Bank
Norway
$494M -$116M -826,564 -20%
Legal & General Group
25
Legal & General Group
United Kingdom
$487M +$2.31M +16,500 +0.5%

CB Hedge Fund Activity: Q4 2020 in Review

1,164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2020, worth a combined $61B — up 33% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new CB positions and 76 closed out — a net gain of 130 holders — while 368 added to existing stakes and 430 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $423M. The largest seller was BlackRock, cutting an estimated $383M.

  • 1,164 institutional investors held Chubb (CB) as of Q4 2020, up from 1,054 in Q3 2020.
  • Funds reported $61B of Chubb stock for Q4 2020, up 33% quarter-over-quarter.
  • 206 funds opened new Chubb positions in Q4 2020 and 76 closed out, a net change of +130 holders.
  • The largest Chubb buyer in Q4 2020 was T. Rowe Price Associates, an estimated $423M added.
  • The largest Chubb seller in Q4 2020 was BlackRock, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2020.