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583 hedge funds and large institutions have $28.6B invested in Chubb in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 207 increasing their positions, 219 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $213M | Put options by funds: $47.1M

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

1% more funds holding

Funds holding: 576583 (+7)

3% less capital invested

Capital invested by funds: $29.5B → $28.6B (-$878M)

5% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 219

1.8% less ownership

Funds ownership: 115.47%113.68% (-1.8%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
583
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
16.91%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.32%
New
49
Increased
207
Reduced
219
Closed
35
Calls
$213M
Puts
$47.1M
Net Calls
+$166M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
326
Marque Millennium Capital Management
New York
$1.77M
SCCM
327
Schafer Cullen Capital Management
New York
$1.73M -$38.1K -365 -2%
CT
328
Coastline Trust
Rhode Island
$1.73M
SGA
329
Sustainable Growth Advisers
Connecticut
$1.73M +$1.72M +16,500 New
V
330
Veritable
Delaware
$1.72M +$107K +1,028 +7%
ACI
331
Advance Capital I
Michigan
$1.72M
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$1.67M -$281K -2,690 -14%
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.64M
KBC Group
334
KBC Group
Belgium
$1.61M -$768K -7,359 -32%
ZCM
335
Zebra Capital Management
Connecticut
$1.61M +$33.1K +317 +2%
SC
336
Sculptor Capital
New York
$1.6M -$167K -1,600 -9%
KCMRT
337
Kemper Corp Master Retirement Trust
Illinois
$1.57M
CIM
338
CenturyLink Investment Management
Colorado
$1.49M -$144K -1,384 -9%
AIM
339
abrdn Investment Management
United Kingdom
$1.47M -$30.6K -293 -2%
CA
340
Cullinan Associates
Kentucky
$1.46M +$1.45M +13,900 New
SFP
341
Santa Fe Partners
New Mexico
$1.43M +$1.42M +13,638 New
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$1.42M +$69.7K +668 +5%
NCM
343
Narwhal Capital Management
Georgia
$1.41M
GMIM
344
General Motors Investment Management
New York
$1.4M
CCA
345
Catalyst Capital Advisors
New York
$1.36M
WTC
346
WhitTier Trust Company
Nevada
$1.34M +$67.3K +645 +5%
WCM
347
Wunderlich Capital Managemnt
Tennessee
$1.33M -$13.2K -127 -1%
FFC
348
First Financial Corp
Indiana
$1.32M -$10.4K -100 -0.8%
DCM
349
Donaldson Capital Management
Indiana
$1.32M +$197K +1,885 +18%
CIM
350
Calvert Investment Management
Maryland
$1.29M +$950K +9,105 +284%

CB Hedge Fund Activity: Q3 2014 in Review

583 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2014, worth a combined $28.6B — down 3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CB positions and 35 closed out — a net gain of 14 holders — while 207 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was Institutional Capital, cutting an estimated $468M.

  • 583 institutional investors held Chubb (CB) as of Q3 2014, up from 576 in Q2 2014.
  • Funds reported $28.6B of Chubb stock for Q3 2014, down 3% quarter-over-quarter.
  • 49 funds opened new Chubb positions in Q3 2014 and 35 closed out, a net change of +14 holders.
  • The largest Chubb buyer in Q3 2014 was JP Morgan Chase, an estimated $118M added.
  • The largest Chubb seller in Q3 2014 was Institutional Capital, an estimated $468M sold.

Based on aggregated 13F filings for Q3 2014.