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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
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$4.63M -$46.3K -342 -1%
NME
352
Notis-McConarty Edward
$4.62M +$141K +1,040 +3%
FPTW
353
Franklin, Parlapiano, Turner & Welch
Texas
$4.62M +$106K +786 +2%
AG
354
Advisor Group
Arizona
$4.61M +$1.27M +9,417 +38%
IIM
355
Ipswich Investment Management
Massachusetts
$4.56M -$54.8K -405 -1%
FM
356
Foster & Motley
Ohio
$4.54M -$590K -4,363 -11%
EGM
357
Engineers Gate Manager
New York
$4.54M +$178K +1,314 +4%
Cerity Partners
358
Cerity Partners
New York
$4.52M -$43.3K -320 -0.9%
MFP
359
Michael F. Price
$4.5M
FAT
360
First American Trust
California
$4.49M +$1.72M +12,750 +61%
FMT
361
First Mercantile Trust
Tennessee
$4.48M -$176K -1,299 -4%
MYIA
362
Mount Yale Investment Advisors
Colorado
$4.41M +$174K +1,285 +4%
SDIC
363
South Dakota Investment Council
South Dakota
$4.38M
NB
364
Norinchukin Bank
Japan
$4.38M +$509K +3,762 +13%
IA
365
IndexIQ Advisors
New York
$4.36M -$2.03M -14,993 -31%
AWM
366
Avitas Wealth Management
California
$4.29M +$170K +1,258 +4%
UR
367
USCA RIA
Texas
$4.11M +$527K +3,899 +15%
KOCAA
368
Knights of Columbus Asset Advisors
Connecticut
$4.05M +$94.7K +700 +2%
SIM
369
Sentry Investment Management
Wisconsin
$4.04M
LBC
370
Lowe Brockenbrough & Co
Virginia
$4M +$47.3K +350 +1%
FDCC
371
Foster Dykema Cabot & Co
Massachusetts
$3.99M -$109K -809 -3%
RCM
372
Radnor Capital Management
Pennsylvania
$3.99M -$13.5K -100 -0.3%
PP
373
Palladium Partners
Virginia
$3.97M -$33.1K -245 -0.8%
EARNEST Partners
374
EARNEST Partners
Georgia
$3.92M -$8.79K -65 -0.2%
FA
375
FDx Advisors
Illinois
$3.91M +$153K +1,133 +4%

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.