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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.

New
Increased
Maintained
Reduced
Closed

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: 514536 (+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: 1110 (-1)

21% less call options, than puts

Call options by funds: $73M | Put options by funds: $92.9M

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
17.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.32%
New
57
Increased
212
Reduced
186
Closed
28
Calls
$73M
Puts
$92.9M
Net Calls
-$19.9M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
326
Regions Financial Corp
Alabama
$1.36M -$373K -4,081 -22%
FFC
327
First Financial Corp
Indiana
$1.35M +$94.6K +1,035 +8%
LCP
328
Legacy Capital Partners
Wisconsin
$1.29M
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$1.24M -$23K -252 -2%
Hudson Bay Capital Management
330
Hudson Bay Capital Management
Connecticut
$1.23M +$158K +1,733 +15%
B
331
Baird
Wisconsin
$1.2M +$204K +2,233 +21%
JG
332
Jefferies Group
New York
$1.19M -$164K -1,792 -12%
OIA
333
Optimum Investment Advisors
Illinois
$1.14M +$1.11M +12,185 New
FCB
334
First Citizens Bancorporation
South Carolina
$1.14M +$229K +2,505 +26%
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.13M +$1.11M +12,118 New
MPA
336
Marvin & Palmer Associates
Delaware
$1.11M -$686K -7,500 -39%
MERSOM
337
Municipal Employees' Retirement System of Michigan
Michigan
$1.06M +$1.03M +11,300 New
MC
338
Miles Capital
Iowa
$1.03M -$332K -3,633 -25%
ST
339
Spot Trading
Illinois
$1.02M +$77.3K +846 +8%
HighTower Advisors
340
HighTower Advisors
Illinois
$1.01M +$39.3K +430 +4%
PA
341
Profund Advisors
Maryland
$1M -$14.8K -162 -1%
SC
342
Sculptor Capital
New York
$957K -$1.63M -17,811 -64%
LIA
343
LS Investment Advisors
Michigan
$947K +$332K +3,630 +56%
RIM
344
Regent Investment Management
Kentucky
$943K +$4.39K +48 +0.5%
CA
345
Cullinan Associates
Kentucky
$939K +$918K +10,042 New
AAM
346
Advisors Asset Management
Colorado
$937K -$31.4K -344 -3%
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$926K -$27.4K -300 -3%
SIC
348
Schwartz Investment Counsel
Michigan
$917K +$64K +700 +8%
Rafferty Asset Management
349
Rafferty Asset Management
New York
$894K -$406K -4,441 -32%
ACI
350
Advance Capital I
Michigan
$894K +$10.1K +110 +1%

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.