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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
BA
376
Bridgewater Associates
Connecticut
$672K -$9.14K -100 -1%
Citadel Advisors
377
Citadel Advisors
Florida
$671K -$27.7M -302,808 -98%
G
378
GlobalBridge
Minnesota
$665K +$125K +1,366 +24%
SFSIG
379
San Francisco Sentry Investment Group
California
$655K +$91.4K +1,000 +17%
FWIA
380
Fort Washington Investment Advisors
Ohio
$652K
FRM
381
Foundation Resource Management
Arkansas
$652K
WSCM
382
Wellington Shields Capital Management
New York
$641K
PHS
383
Pekin Hardy Strauss
Illinois
$632K
FCH
384
Freestone Capital Holdings
Washington
$617K +$26.1K +285 +5%
DDPIC
385
Deroy & Devereaux Private Investment Counsel
Michigan
$608K
RJT
386
Raymond James Trust
Florida
$601K +$34.7K +380 +6%
WTIM
387
Wilmington Trust Investment Management
Delaware
$571K
Walleye Trading
388
Walleye Trading
New York
$571K +$557K +6,098 New
CTC
389
Central Trust Company
Missouri
$569K +$15.1K +165 +3%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$564K +$30K +328 +6%
LNWWM
391
Laird Norton Wetherby Wealth Management
California
$552K +$539K +5,897 New
LS
392
Livforsakringsbolaget Skandia
Sweden
$552K +$539K +5,900 New
CI
393
Constellation Investments
Ohio
$543K +$27.4K +300 +5%
MYLI
394
Meiji Yasuda Life Insurance
Japan
$539K +$172K +1,881 +48%
CB
395
Commerce Bank
Missouri
$536K -$7.86K -86 -1%
DWA
396
Douglass Winthrop Advisors
New York
$536K +$48.7K +533 +10%
SI
397
Stephens Inc
Arkansas
$525K +$107K +1,168 +26%
CBU
398
CIBC Bank USA
Illinois
$523K -$3.55M -38,808 -87%
HTC
399
Haverford Trust Company
Pennsylvania
$519K +$507K +5,550 New
RMCM
400
Reynders McVeigh Capital Management
Massachusetts
$504K

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.