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1,071 hedge funds and large institutions have $54.7B invested in Chubb in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 363 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 66

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

12% more call options, than puts

Call options by funds: $110M | Put options by funds: $97.4M

8% more capital invested

Capital invested by funds: $50.5B → $54.7B (+$4.18B)

2.11% more ownership

Funds ownership: 86.09%88.2% (+2.1%)

2% more funds holding

Funds holding: 1,0531,071 (+18)

14% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 422

Holders
1,071
Holders Change
+18
Holders Change %
+1.71%
% of All Funds
24.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
92
Increased
363
Reduced
422
Closed
66
Calls
$110M
Puts
$97.4M
Net Calls
+$12.1M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$5.41M +$118K +870 +2%
RBA
327
Richard Bernstein Advisors
New York
$5.39M
KCM
328
Kanawha Capital Management
Virginia
$5.39M +$96K +710 +2%
RJT
329
Raymond James Trust
Florida
$5.34M +$51.4K +380 +1%
TC
330
Telemus Capital
Michigan
$5.29M +$235K +1,736 +5%
PPCM
331
Pillar Pacific Capital Management
California
$5.27M +$169K +1,249 +3%
CIP
332
Chartwell Investment Partners
Pennsylvania
$5.24M +$6.76K +50 +0.1%
CWM
333
Cabot Wealth Management
Massachusetts
$5.22M -$401K -2,968 -7%
CII
334
Capital International Inc
California
$5.18M +$1.49M +11,005 +40%
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$5.16M -$9.47K -70 -0.2%
ERSOT
336
Employees Retirement System of Texas
Texas
$5.16M -$406K -3,000 -7%
Envestnet Asset Management
337
Envestnet Asset Management
Illinois
$5.15M -$10.4M -77,102 -67%
FTIOP
338
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.12M +$131K +965 +3%
BC
339
Brinker Capital
Pennsylvania
$5.12M +$41.1K +304 +0.8%
PA
340
Pinnacle Associates
New York
$5.11M +$9.6K +71 +0.2%
ECM
341
ETrade Capital Management
Virginia
$5.11M -$81.7K -604 -2%
MA
342
MUFG Americas
New York
$5.09M -$155K -1,147 -3%
ET
343
Equitable Trust
Tennessee
$5.09M -$36.4K -269 -0.7%
COPPSERS
344
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.08M -$1.45M -10,745 -22%
DWA
345
Douglass Winthrop Advisors
New York
$4.94M -$261K -1,930 -5%
SAM
346
Silvercrest Asset Management
New York
$4.81M -$820K -6,060 -14%
FWCM
347
Ferguson Wellman Capital Management
Oregon
$4.77M +$5.55K +41 +0.1%
TAM
348
Tocqueville Asset Management
New York
$4.76M -$643K -4,755 -12%
CT
349
Coastline Trust
Rhode Island
$4.72M -$149K -1,105 -3%
BRCM
350
Bright Rock Capital Management
Massachusetts
$4.68M

CB Hedge Fund Activity: Q3 2018 in Review

1,071 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2018, worth a combined $54.7B — up 8.3% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CB positions and 66 closed out — a net gain of 26 holders — while 363 added to existing stakes and 422 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.14B. The largest seller was Capital World Investors, cutting an estimated $820M.

  • 1,071 institutional investors held Chubb (CB) as of Q3 2018, up from 1,053 in Q2 2018.
  • Funds reported $54.7B of Chubb stock for Q3 2018, up 8.3% quarter-over-quarter.
  • 92 funds opened new Chubb positions in Q3 2018 and 66 closed out, a net change of +26 holders.
  • The largest Chubb buyer in Q3 2018 was Capital International Investors, an estimated $1.14B added.
  • The largest Chubb seller in Q3 2018 was Capital World Investors, an estimated $820M sold.

Based on aggregated 13F filings for Q3 2018.