Chubb
536 hedge funds and large institutions have $28.9B invested in Chubb in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 212 increasing their positions, 186 reducing their positions, and 28 closing their positions.
104% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 28
16% more capital invested
Capital invested by funds: $24.8B → $28.9B (+$4.05B)
14% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 186
4% more funds holding
Funds holding: 514 → 536 (+22)
3.23% more ownership
Funds ownership: 107.56% → 110.79% (+3.2%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
21% less call options, than puts
Call options by funds: $73M | Put options by funds: $92.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$130M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$126M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$49.9M |
| 5 |
Bank of New York Mellon
New York
|
+$48.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$55.2M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$47.8M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$36M |
| 4 |
BJ
BlackRock Japan
Tokyo,
Japan
|
-$35.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.4M |
CB Hedge Fund Activity: Q3 2013 in Review
536 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2013, worth a combined $28.9B — up 16% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CB positions and 28 closed out — a net gain of 29 holders — while 212 added to existing stakes and 186 trimmed.
The largest buyer was Edge Asset Management, adding an estimated $130M. The largest seller was Adage Capital Partners, cutting an estimated $55.2M.
- 536 institutional investors held Chubb (CB) as of Q3 2013, up from 514 in Q2 2013.
- Funds reported $28.9B of Chubb stock for Q3 2013, up 16% quarter-over-quarter.
- 57 funds opened new Chubb positions in Q3 2013 and 28 closed out, a net change of +29 holders.
- The largest Chubb buyer in Q3 2013 was Edge Asset Management, an estimated $130M added.
- The largest Chubb seller in Q3 2013 was Adage Capital Partners, an estimated $55.2M sold.
Based on aggregated 13F filings for Q3 2013.