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1,134 hedge funds and large institutions have $66.5B invested in Chubb in 2019 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

10% more capital invested

Capital invested by funds: $60.7B → $66.5B (+$5.8B)

1% more funds holding

Funds holding: 1,1211,134 (+13)

0.33% more ownership

Funds ownership: 90.14%90.48% (+0.33%)

9% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 441

12% less call options, than puts

Call options by funds: $132M | Put options by funds: $150M

Holders
1,134
Holders Change
+13
Holders Change %
+1.16%
% of All Funds
24.86%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.68%
New
94
Increased
401
Reduced
441
Closed
72
Calls
$132M
Puts
$150M
Net Calls
-$17.8M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$12.6M +$303K +1,956 +3%
WBC
227
Westpac Banking Corp
Australia
$12.6M +$12M +77,830 New
11A
228
10-15 Associates
New York
$12.4M -$156K -1,010 -1%
RFA
229
Reilly Financial Advisors
California
$12.4M +$130K +843 +1%
DP
230
DDD Partners
Washington
$12.3M -$73K -472 -0.6%
PC
231
PhiloSmith Capital
Connecticut
$12.2M +$11.7M +75,750 New
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$11.9M +$306K +1,976 +3%
Man Group
233
Man Group
United Kingdom
$11.7M -$2.74M -17,689 -20%
ClearBridge Investments
234
ClearBridge Investments
New York
$11.5M -$251K -1,625 -2%
CIA
235
CCM Investment Advisers
South Carolina
$11.3M +$116K +750 +1%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M -$465K -3,007 -4%
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M -$17.9K -116 -0.2%
SIA
238
Sit Investment Associates
Minnesota
$11.1M -$514K -3,325 -5%
Rafferty Asset Management
239
Rafferty Asset Management
New York
$11.1M -$1.64M -10,582 -13%
NI
240
Nuance Investments
Missouri
$11.1M -$7.64M -49,374 -42%
JAM
241
Jupiter Asset Management
United Kingdom
$11.1M -$953K -6,161 -8%
PAI
242
Pittenger & Anderson Inc
Nebraska
$11M +$255K +1,647 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
243
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M -$20.5M -132,700 -66%
V
244
Veritable
Delaware
$10.9M -$93.5K -604 -0.9%
FT
245
Fiduciary Trust
Massachusetts
$10.8M -$210K -1,355 -2%
GG
246
Gofen & Glossberg
Illinois
$10.8M -$26.9K -174 -0.3%
MLL
247
Moody Lynn & Lieberson
Massachusetts
$10.6M +$3.65M +23,621 +57%
BII
248
Bainco International Investors
Massachusetts
$10.5M -$258K -1,665 -2%
MSA
249
Mason Street Advisors
Wisconsin
$10.5M -$57.4K -371 -0.6%
CA
250
Callahan Advisors
Texas
$10.4M +$261K +1,684 +3%

CB Hedge Fund Activity: Q3 2019 in Review

1,134 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2019, worth a combined $66.5B — up 9.6% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CB positions and 72 closed out — a net gain of 22 holders — while 401 added to existing stakes and 441 trimmed.

The largest buyer was Capital International Investors, adding an estimated $409M. The largest seller was Capital World Investors, cutting an estimated $512M.

  • 1,134 institutional investors held Chubb (CB) as of Q3 2019, up from 1,121 in Q2 2019.
  • Funds reported $66.5B of Chubb stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 94 funds opened new Chubb positions in Q3 2019 and 72 closed out, a net change of +22 holders.
  • The largest Chubb buyer in Q3 2019 was Capital International Investors, an estimated $409M added.
  • The largest Chubb seller in Q3 2019 was Capital World Investors, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2019.