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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
LCM
401
Liberty Capital Management
Michigan
$3.34M +$511K +3,777 +18%
GIA
402
Gateway Investment Advisers
Ohio
$3.34M -$59.9K -443 -2%
MYAM
403
Meiji Yasuda Asset Management
Japan
$3.32M -$50.5K -373 -1%
LIA
404
LS Investment Advisors
Michigan
$3.27M -$108K -800 -3%
WGCA
405
Wolf Group Capital Advisors
Virginia
$3.26M
TCM
406
Teza Capital Management
Illinois
$3.26M +$1.65M +12,192 +100%
STA
407
Summit Trail Advisors
New York
$3.25M +$3.18M +23,500 +3,264%
RC
408
RegentAtlantic Capital
New Jersey
$3.25M -$225K -1,662 -6%
FWM
409
Frontier Wealth Management
Missouri
$3.22M -$443K -3,277 -12%
CCM
410
Coldstream Capital Management
Washington
$3.14M +$274K +2,027 +9%
ISL
411
Ingalls & Snyder LLC
New York
$3.13M
Balyasny Asset Management
412
Balyasny Asset Management
Illinois
$3.09M +$3.13M +23,104 New
DZ Bank
413
DZ Bank
Germany
$3.02M
Loomis, Sayles & Company
414
Loomis, Sayles & Company
Massachusetts
$2.97M
WC
415
Woodstock Corp
Massachusetts
$2.97M +$4.06K +30 +0.1%
BIM
416
Bridges Investment Management
Nebraska
$2.96M -$89.3K -660 -3%
Verition Fund Management
417
Verition Fund Management
Connecticut
$2.96M +$2.43M +17,952 +427%
LPT
418
Legacy Private Trust
Wisconsin
$2.91M -$734K -5,427 -20%
SNT
419
Security National Trust
West Virginia
$2.9M -$19.2K -142 -0.7%
SBH
420
Segall Bryant & Hamill
Illinois
$2.9M +$8.12K +60 +0.3%
DCM
421
Delta Capital Management
New Jersey
$2.9M +$8.25K +61 +0.3%
ASA
422
Armstrong Shaw Associates
Connecticut
$2.86M -$46.5K -344 -2%
SCI
423
S&CO Inc
Massachusetts
$2.84M -$6.76K -50 -0.2%
CIS
424
Capital International Sarl
California
$2.78M +$676K +5,000 +32%
KCPG
425
Kavar Capital Partners Group
Kansas
$2.75M +$2.58M +19,071 +1,238%

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.