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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
PG
451
Patten Group
Tennessee
$2.45M -$121K -895 -5%
AF
452
Ally Financial
Michigan
$2.41M
SCA
453
Stokes Capital Advisors
South Carolina
$2.39M +$3.38K +25 +0.1%
CCM
454
Cox Capital Management
Massachusetts
$2.39M +$774K +5,722 +47%
FMWA
455
Forvis Mazars Wealth Advisors
Missouri
$2.39M +$168K +1,240 +7%
IP
456
Interval Partners
New York
$2.39M +$2.42M +17,883 New
TCOO
457
Trust Company of Oklahoma
Oklahoma
$2.38M -$67.6K -500 -3%
NED
458
Nancy E. Dempze
$2.37M +$154K +1,141 +7%
NA
459
Neuburgh Advisers
California
$2.37M +$386K +2,856 +19%
RWA
460
River Wealth Advisors
Pennsylvania
$2.36M -$184K -1,360 -7%
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$2.35M +$2.06M +15,236 +672%
BA
462
Boston Advisors
Massachusetts
$2.35M -$7.98K -59 -0.3%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.33M -$205K -1,519 -8%
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$2.31M -$223K -1,650 -9%
TNB
465
Thomasville National Bank
Georgia
$2.31M
PCTC
466
Perkins Coie Trust Company
Washington
$2.31M +$16K +118 +0.7%
AIP
467
ARS Investment Partners
New York
$2.31M +$19.2K +142 +0.8%
W
468
Wealthfront
California
$2.25M +$807K +5,966 +55%
MDSL
469
M.D. Sass LLC
New York
$2.22M -$17.1M -126,652 -88%
KS
470
Karpas Strategies
Connecticut
$2.21M
DM
471
Delphi Management
Massachusetts
$2.2M -$86.4K -639 -4%
AR
472
Advisory Research
Illinois
$2.18M -$85.6K -633 -4%
LB
473
Landmark Bank
Missouri
$2.14M -$18.5K -137 -0.9%
HI
474
Harrington Investments
California
$2.12M -$19.7K -146 -0.9%
CAM
475
Cypress Asset Management
Texas
$2.12M -$90.1K -666 -4%

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.