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536 hedge funds and large institutions have $28.9B invested in Chubb in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 212 increasing their positions, 186 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $24.8B → $28.9B (+$4.05B)

14% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 186

4% more funds holding

Funds holding: 514536 (+22)

3.23% more ownership

Funds ownership: 107.56%110.79% (+3.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less call options, than puts

Call options by funds: $73M | Put options by funds: $92.9M

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
17.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.32%
New
57
Increased
212
Reduced
186
Closed
28
Calls
$73M
Puts
$92.9M
Net Calls
-$19.9M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$229M -$32.4M -354,417 -13%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$219M +$8.87M +97,073 +4%
IC
28
Institutional Capital
Illinois
$213M -$6.1M -66,776 -3%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$196M +$24.2M +264,804 +15%
MAA
30
Managed Account Advisors
New Jersey
$191M -$547K -5,986 -0.3%
Wells Fargo
31
Wells Fargo
California
$190M +$5.29M +57,825 +3%
EVM
32
Eaton Vance Management
Massachusetts
$184M -$25.5M -279,231 -12%
BIM
33
BlackRock Investment Management
Delaware
$183M -$4.55M -49,753 -2%
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$156M -$11M -119,877 -7%
GE
35
General Electric
Ohio
$154M -$27.4M -300,173 -15%
TA
36
Teachers Advisors
New York
$151M +$9.47M +103,640 +7%
AIM
37
abrdn Investment Management
United Kingdom
$144M -$12M -131,298 -8%
BlackRock
38
BlackRock
New York
$131M -$1.34M -14,642 -1%
Bessemer Group
39
Bessemer Group
New Jersey
$124M +$2.37M +25,904 +2%
Fidelity International
40
Fidelity International
Bermuda
$122M +$32.5M +356,031 +38%
WHG
41
Westwood Holdings Group
Texas
$116M -$652K -7,129 -0.6%
RFC
42
Russell Frank Company
Washington
$116M -$14.9M -163,065 -12%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$113M -$4.41M -48,205 -4%
American Century Companies
44
American Century Companies
Missouri
$112M +$32.7M +357,207 +42%
WRF
45
Waddell & Reed Financial
Kansas
$111M -$18.4M -201,400 -14%
UBS AM
46
UBS AM
Illinois
$105M +$7.49M +81,910 +8%
SBAM
47
Santa Barbara Asset Management
California
$104M +$30.1M +329,092 +42%
AllianceBernstein
48
AllianceBernstein
Tennessee
$101M +$360K +3,942 +0.4%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$100M +$5.29M +57,859 +6%
O
50
OppenheimerFunds
New York
$100M +$6.63M +72,587 +7%

CB Hedge Fund Activity: Q3 2013 in Review

536 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2013, worth a combined $28.9B — up 16% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CB positions and 28 closed out — a net gain of 29 holders — while 212 added to existing stakes and 186 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $130M. The largest seller was Adage Capital Partners, cutting an estimated $55.2M.

  • 536 institutional investors held Chubb (CB) as of Q3 2013, up from 514 in Q2 2013.
  • Funds reported $28.9B of Chubb stock for Q3 2013, up 16% quarter-over-quarter.
  • 57 funds opened new Chubb positions in Q3 2013 and 28 closed out, a net change of +29 holders.
  • The largest Chubb buyer in Q3 2013 was Edge Asset Management, an estimated $130M added.
  • The largest Chubb seller in Q3 2013 was Adage Capital Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q3 2013.