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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
SHGA
326
Sand Hill Global Advisors
California
$5.79M -$172K -1,111 -3%
MI
327
Markston International
New York
$5.78M -$449K -2,904 -8%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$5.71M -$340K -2,200 -6%
TAM
329
Tocqueville Asset Management
New York
$5.55M -$91.8K -593 -2%
LTFS
330
Ladenburg Thalmann Financial Services
Florida
$5.55M +$326K +2,105 +7%
CT
331
Coastline Trust
Rhode Island
$5.4M -$243K -1,570 -4%
NB
332
Norinchukin Bank
Japan
$5.34M +$239K +1,543 +5%
DAC
333
Dividend Assets Capital
South Carolina
$5.25M -$39.3K -254 -0.8%
MML Investors Services
334
MML Investors Services
Massachusetts
$5.22M -$135K -871 -3%
OAG
335
Orbis Allan Gray
Bermuda
$5.19M
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$5.17M +$2.62M +16,933 +112%
NME
337
Notis-McConarty Edward
$5.12M +$69.8K +451 +1%
CIM
338
Contravisory Investment Management
Massachusetts
$5.08M +$4.8M +31,023 +6,940%
UR
339
USCA RIA
Texas
$5.04M -$33.6K -217 -0.7%
MBI
340
Montrusco Bolton Investments
Quebec, Canada
$5.03M +$1.84M +11,869 +50%
ISL
341
Ingalls & Snyder LLC
New York
$5.03M +$2.41M +15,553 +100%
MAM
342
Majedie Asset Management
United Kingdom
$5.02M -$272K -1,758 -5%
KOCAA
343
Knights of Columbus Asset Advisors
Connecticut
$5M +$108K +700 +2%
FMC
344
First Merchants Corp
Indiana
$4.96M -$23.1K -149 -0.5%
BCM
345
Becker Capital Management
Oregon
$4.96M +$4.36M +28,202 +1,112%
LBC
346
Lowe Brockenbrough & Co
Virginia
$4.94M -$36.7K -237 -0.8%
WAM
347
World Asset Management
Michigan
$4.93M +$32.2K +208 +0.7%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$4.9M +$411K +2,658 +10%
TCM
349
Tufton Capital Management
Maryland
$4.89M -$72.1K -466 -2%
FCM
350
Flinton Capital Management
Pennsylvania
$4.89M -$581K -3,752 -11%

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.