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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
SC
351
Scotia Capital
Ontario, Canada
$893K +$507K +5,550 +139%
CTA
352
Chesley Taft & Associates
Illinois
$890K +$11.4K +125 +1%
BF
353
BOK Financial
Oklahoma
$890K +$105K +1,146 +14%
GVT
354
Genesee Valley Trust
New York
$878K -$156K -1,705 -15%
TCB
355
Texas Capital Bancshares
Texas
$836K +$391K +4,276 +92%
Envestnet Asset Management
356
Envestnet Asset Management
Illinois
$835K -$9.6K -105 -1%
CCMG
357
Clark Capital Management Group
Pennsylvania
$834K +$28.7K +314 +4%
PAM
358
PartnerRe Asset Management
Connecticut
$811K -$105K -1,146 -12%
GMIM
359
General Motors Investment Management
New York
$809K -$84.8K -928 -10%
QT
360
Quantbot Technologies
New York
$804K +$786K +8,600 New
CI
361
Conning Inc
Connecticut
$799K +$36.6K +400 +5%
BWAM
362
Boyd Watterson Asset Management
Ohio
$784K +$19.8K +217 +3%
QBFM
363
QS Batterymarch Financial Management
New York
$781K -$18.6K -204 -2%
MHI
364
Miller Howard Investments
New York
$781K
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$757K -$36.6K -400 -5%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$753K
RBA
367
Richard Bernstein Advisors
New York
$752K
1IC
368
1919 Investment Counsel
Maryland
$741K -$18.3K -200 -2%
TCM
369
Tributary Capital Management
Nebraska
$734K
NIM
370
NuWave Investment Management
New Jersey
$730K +$571K +6,244 +399%
MAM
371
Martingale Asset Management
Massachusetts
$713K
TRCT
372
Tower Research Capital (TRC)
New York
$688K +$660K +7,216 +5,267%
CC
373
ClearArc Capital
Ohio
$684K -$38.8K -424 -5%
BBHC
374
Brown Brothers Harriman & Co
New York
$683K -$154K -1,683 -19%
AIP
375
Ameritas Investment Partners
Nebraska
$677K +$661K +7,235 New

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.