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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
PWLP
376
Prio Wealth Limited Partnership
Massachusetts
$4.34M -$876K -5,661 -17%
LCP
377
Legacy Capital Partners
Wisconsin
$4.33M +$45.6K +295 +1%
IIM
378
Ipswich Investment Management
Massachusetts
$4.29M -$385K -2,490 -9%
CWM
379
Cabot Wealth Management
Massachusetts
$4.18M -$370K -2,390 -8%
NRS
380
Neville Rodie & Shaw
New York
$4.17M -$40.2K -260 -1%
ZAM
381
Zevin Asset Management
Massachusetts
$4.16M +$175K +1,128 +5%
WB
382
WesBanco Bank
West Virginia
$4.13M -$9.86M -63,737 -71%
VCA
383
Verdence Capital Advisors
Maryland
$4.11M -$57.2K -370 -1%
SBL
384
Sargent Bickham Lagudis
Colorado
$4.09M -$273K -1,767 -7%
VAS
385
Vestmark Advisory Solutions
Massachusetts
$4.07M +$61.4K +397 +2%
MYAM
386
Meiji Yasuda Asset Management
Japan
$4.06M +$13.9K +90 +0.4%
ABP
387
Arthur B. Page
$4.05M -$28.6K -185 -0.7%
BCM
388
Buckhead Capital Management
Georgia
$4.02M +$92.8K +600 +2%
PP
389
Palladium Partners
Virginia
$3.94M +$251K +1,621 +6%
CCM
390
Coldstream Capital Management
Washington
$3.87M -$122K -789 -3%
TAM
391
Tyers Asset Management
Texas
$3.84M -$456K -2,948 -11%
EP
392
Edgestream Partners
New Jersey
$3.84M +$3.68M +23,807 New
LCM
393
Liberty Capital Management
Michigan
$3.83M +$59.6K +385 +2%
LCM
394
Logan Capital Management
Pennsylvania
$3.82M +$88.7K +573 +2%
KRS
395
Kentucky Retirement Systems
Kentucky
$3.77M +$314K +2,030 +10%
RC
396
RegentAtlantic Capital
New Jersey
$3.75M +$142K +915 +4%
AWM
397
Avitas Wealth Management
California
$3.74M +$84.3K +545 +2%
RCM
398
Riverhead Capital Management
Delaware
$3.73M -$417K -2,696 -10%
Cohen & Steers
399
Cohen & Steers
New York
$3.73M -$1.52M -9,822 -30%
CIP
400
Chartwell Investment Partners
Pennsylvania
$3.63M

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.