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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
CIC
451
Cornercap Investment Counsel
Georgia
$534K -$10.5K -100 -2%
BIM
452
Baldwin Investment Management
Pennsylvania
$533K +$31.4K +300 +6%
Nomura Holdings
453
Nomura Holdings
Japan
$532K -$2.48M -23,754 -82%
SWK
454
Stephen W. Kidder
$528K +$534K +5,105 New
RMCM
455
Reynders McVeigh Capital Management
Massachusetts
$520K -$27.2K -260 -5%
BMC
456
Benin Management Corp
Connecticut
$512K +$518K +4,950 New
Victory Capital Management
457
Victory Capital Management
Texas
$491K +$242K +2,310 +95%
WOC
458
West Oak Capital
California
$486K -$5.23K -50 -1%
FNB
459
Farmers National Bank
Kentucky
$481K +$487K +4,653 New
CAW
460
Cornerstone Advisors (Washington)
Washington
$470K +$24.3K +232 +5%
AIM
461
Assured Investment Management
New York
$468K -$1.79M -17,083 -79%
ECM
462
Everence Capital Management
Indiana
$457K
SWP
463
Stratos Wealth Partners
Ohio
$455K +$460K +4,402 New
FIB
464
First Interstate Bank
Montana
$447K +$452K +4,326 New
BG
465
Bahl & Gaynor
Ohio
$445K -$7.42K -71 -2%
Commonwealth Equity Services
466
Commonwealth Equity Services
Massachusetts
$444K +$72.1K +690 +19%
FB
467
Fulton Bank
Pennsylvania
$433K
CWA
468
Cypress Wealth Advisors
California
$432K +$3.35K +32 +0.8%
AP
469
Appleton Partners
Massachusetts
$431K +$436K +4,170 New
MHI
470
Miller Howard Investments
New York
$430K
MJP
471
Michael J. Puzo
$430K +$435K +4,160 New
CCM
472
Compton Capital Management
Rhode Island
$425K
CCMG
473
Clark Capital Management Group
Pennsylvania
$414K -$3.24K -31 -0.8%
TCM
474
Tributary Capital Management
Nebraska
$414K
ST
475
Sabal Trust
Florida
$405K

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.