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637 hedge funds and large institutions have $29.2B invested in Chubb in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 255 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 200

9.42% more ownership

Funds ownership: 115.28%124.71% (+9.4%)

9% more capital invested

Capital invested by funds: $26.9B → $29.2B (+$2.35B)

6% more funds holding

Funds holding: 603637 (+34)

36% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $109M

Holders
637
Holders Change
+34
Holders Change %
+5.64%
% of All Funds
17.78%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.42%
New
84
Increased
255
Reduced
200
Closed
47
Calls
$69.4M
Puts
$109M
Net Calls
-$39.5M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
426
Foundation Resource Management
Arkansas
$720K
LBC
427
Lowe Brockenbrough & Co
Virginia
$714K +$6.8K +65 +1%
VRS
428
Virginia Retirement Systems
Virginia
$711K +$5.54K +53 +0.8%
VIA
429
Vident Investment Advisory
Georgia
$704K +$197K +1,882 +38%
ECM
430
Element Capital Management
New York
$687K +$569K +5,440 +453%
WSCM
431
Wellington Shields Capital Management
New York
$682K
KSA
432
Ken Stern & Associates
California
$675K +$121K +1,160 +22%
ICAS
433
Investors Capital Advisory Services
Massachusetts
$674K +$683K +6,535 New
DDPIC
434
Deroy & Devereaux Private Investment Counsel
Michigan
$662K -$5.23K -50 -0.8%
ACI
435
Alpha Cubed Investments
California
$639K +$372K +3,553 +171%
LTFS
436
Ladenburg Thalmann Financial Services
Florida
$637K +$63.8K +610 +11%
DWA
437
Douglass Winthrop Advisors
New York
$636K
SFSIG
438
San Francisco Sentry Investment Group
California
$635K
PVWM
439
Point View Wealth Management
New Jersey
$632K
AIP
440
Ameritas Investment Partners
Nebraska
$631K
Bank of Nova Scotia
441
Bank of Nova Scotia
Ontario, Canada
$627K +$22K +210 +4%
BRWA
442
B. Riley Wealth Advisors
Florida
$622K -$19.8K -189 -3%
Cambridge Investment Research Advisors
443
Cambridge Investment Research Advisors
Iowa
$617K +$58.9K +563 +10%
PAM
444
PartnerRe Asset Management
Connecticut
$606K -$4.08K -39 -0.7%
CCM
445
Copeland Capital Management
Pennsylvania
$589K -$660K -6,311 -53%
BO
446
BRR OpCo
Ohio
$586K +$592K +5,665 New
ACI
447
Advance Capital I
Michigan
$569K +$575K +5,500 New
SPC
448
Sigma Planning Corp
Michigan
$561K -$29.4K -281 -5%
BCB
449
Brian C. Broderick
$546K +$552K +5,278 New
PAG
450
Private Advisor Group
New Jersey
$545K +$26.2K +251 +5%

CB Hedge Fund Activity: Q3 2015 in Review

637 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2015, worth a combined $29.2B — up 8.8% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CB positions and 47 closed out — a net gain of 37 holders — while 255 added to existing stakes and 200 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $434M. The largest seller was Citadel Advisors, cutting an estimated $284M.

  • 637 institutional investors held Chubb (CB) as of Q3 2015, up from 603 in Q2 2015.
  • Funds reported $29.2B of Chubb stock for Q3 2015, up 8.8% quarter-over-quarter.
  • 84 funds opened new Chubb positions in Q3 2015 and 47 closed out, a net change of +37 holders.
  • The largest Chubb buyer in Q3 2015 was Wellington Management Group, an estimated $434M added.
  • The largest Chubb seller in Q3 2015 was Citadel Advisors, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2015.