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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
GHCM
451
Glen Harbor Capital Management
California
$2.79M -$332K -2,144 -11%
BA
452
Boston Advisors
Massachusetts
$2.75M -$14.9K -96 -0.6%
Jacobs Levy Equity Management
453
Jacobs Levy Equity Management
New Jersey
$2.74M +$2.63M +16,990 New
PGAM
454
Princeton Global Asset Management
New Jersey
$2.74M +$176K +1,137 +7%
KS
455
Karpas Strategies
Connecticut
$2.64M
TWM
456
Torch Wealth Management
Ohio
$2.59M -$15.5K -100 -0.6%
ST
457
Somerset Trust
Pennsylvania
$2.58M +$10.4K +67 +0.4%
PG
458
Patten Group
Tennessee
$2.57M +$28.5K +184 +1%
RIM
459
Rampart Investment Management
Connecticut
$2.57M -$324K -2,097 -12%
KF
460
Krilogy Financial
Missouri
$2.56M +$125K +807 +5%
HTC
461
Haverford Trust Company
Pennsylvania
$2.53M -$45.8K -296 -2%
GI
462
GAMCO Investors
Connecticut
$2.49M -$149K -965 -6%
RWM
463
RBA Wealth Management
California
$2.45M -$194K -1,254 -8%
BIM
464
Bridges Investment Management
Nebraska
$2.45M +$51.8K +335 +2%
AAM
465
AR Asset Management
California
$2.44M
RWA
466
River Wealth Advisors
Pennsylvania
$2.44M +$3.87K +25 +0.2%
CIC
467
Cincinnati Indemnity Company
Ohio
$2.43M
TYCC
468
Texas Yale Capital Corp
Florida
$2.43M
HI
469
Harrington Investments
California
$2.42M -$12.7K -82 -0.5%
CCM
470
Cox Capital Management
Massachusetts
$2.4M -$728K -4,708 -24%
HB
471
Homrich & Berg
Georgia
$2.4M +$55.1K +356 +2%
WC
472
Weil Company
California
$2.37M
AI
473
Atria Investments
North Carolina
$2.36M +$26.9K +174 +1%
AP
474
Advisor Partners
California
$2.35M +$183K +1,182 +9%
BC
475
Brinker Capital
Pennsylvania
$2.33M -$279K -1,805 -11%

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.