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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
TSBJ
401
Trevor, Stewart, Burton & Jacobsen
New York
$500K +$488K +5,340 New
RCA
402
Rex Capital Advisors
Rhode Island
$499K
WOC
403
West Oak Capital
California
$497K +$18.3K +200 +4%
TCM
404
Twin Capital Management
Pennsylvania
$493K
PTC
405
Philadelphia Trust Company
Pennsylvania
$467K +$456K +4,993 New
CWA
406
Constellation Wealth Advisors
New York
$461K +$149K +1,630 +49%
SBH
407
Segall Bryant & Hamill
Illinois
$460K -$5.48K -60 -1%
CCM
408
Coldstream Capital Management
Washington
$455K +$5.94K +65 +1%
B
409
BancorpSouth
Mississippi
$453K -$6.12K -67 -1%
BIM
410
Baldwin Investment Management
Pennsylvania
$447K
FHB
411
First Hawaiian Bank
Hawaii
$445K +$82.3K +900 +23%
Truist Financial
412
Truist Financial
North Carolina
$432K -$72.8K -797 -15%
CCM
413
Compton Capital Management
Rhode Island
$427K -$7.95K -87 -2%
HH
414
Hilltop Holdings
Texas
$417K +$5.76K +63 +1%
T
415
TradeWorx
New Jersey
$416K +$123K +1,349 +43%
Bank of Nova Scotia
416
Bank of Nova Scotia
Ontario, Canada
$414K -$33.3K -364 -8%
ECM
417
Everence Capital Management
Indiana
$414K
Diamond Hill Capital Management
418
Diamond Hill Capital Management
Ohio
$411K +$81.9K +896 +26%
SAG
419
Sterne Agee Group
Alabama
$392K +$108K +1,180 +39%
AI
420
Atria Investments
North Carolina
$391K +$77.8K +851 +26%
RFS
421
Rockefeller Financial Services
New York
$389K
FB
422
Fulton Bank
Pennsylvania
$386K
GLI
423
Guardian Life Insurance
New York
$381K
FA
424
FDx Advisors
Illinois
$371K +$5.39K +59 +2%
BHA
425
Beech Hill Advisors
New York
$367K -$366 -4 -0.1%

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.