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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
DZ Bank
401
DZ Bank
Germany
$3.58M +$325K +2,100 +10%
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$3.54M -$170K -1,100 -5%
SCA
403
Stokes Capital Advisors
South Carolina
$3.53M +$89.7K +580 +3%
Wealthfront Advisers
404
Wealthfront Advisers
California
$3.48M +$17K +110 +0.5%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$3.42M +$37.8K +244 +1%
MYIA
406
Mount Yale Investment Advisors
Colorado
$3.42M -$19.6K -127 -0.6%
WC
407
Woodstock Corp
Massachusetts
$3.41M
MUAMU
408
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.41M
GCA
409
Greenwood Capital Associates
South Carolina
$3.4M -$51.4K -332 -2%
SCI
410
S&CO Inc
Massachusetts
$3.39M -$23.2K -150 -0.7%
AFM
411
Andesa Financial Management
Pennsylvania
$3.39M +$251K +1,622 +8%
UTC
412
Unified Trust Company
Kentucky
$3.36M -$2.32K -15 -0.1%
MCA
413
Morris Capital Advisors
Pennsylvania
$3.35M -$121K -782 -4%
CB
414
Commerce Bank
Missouri
$3.33M -$109K -707 -3%
ASA
415
Armstrong Shaw Associates
Connecticut
$3.33M
WIC
416
Whitegate Investment Counselors
New Hampshire
$3.33M -$48.7K -315 -2%
KCMRT
417
Kemper Corp Master Retirement Trust
Illinois
$3.31M
TU
418
TDAM USA
Ontario, Canada
$3.3M -$372K -2,401 -11%
PFPT
419
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.28M +$72.7K +470 +2%
ECM
420
Everence Capital Management
Indiana
$3.24M
VC
421
Voit & Company
Wisconsin
$3.24M +$198K +1,280 +7%
SC
422
Southside Capital
Florida
$3.23M +$3.09M +20,000 New
DCM
423
Delta Capital Management
New Jersey
$3.19M -$218K -1,410 -7%
SBH
424
Segall Bryant & Hamill
Illinois
$3.19M
SCA
425
Snowden Capital Advisors
New York
$3.14M +$86.2K +557 +3%

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.