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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$381M +$4.13M +30,568 +1%
TCIM
27
TIAA CREF Investment Management
New York
$371M -$10.8M -79,779 -3%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$350M +$5.73M +42,345 +2%
Aristotle Capital Management
29
Aristotle Capital Management
California
$328M +$10.5M +77,661 +3%
Legal & General Group
30
Legal & General Group
United Kingdom
$302M +$4.79M +35,422 +2%
DSA
31
Davis Selected Advisers
Arizona
$291M +$1.06M +7,836 +0.4%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281M +$107M +789,635 +60%
Goldman Sachs
33
Goldman Sachs
New York
$280M -$6.95M -51,370 -2%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$277M +$1.6M +11,847 +0.6%
Invesco
35
Invesco
Georgia
$277M +$15.8M +116,767 +6%
Principal Financial Group
36
Principal Financial Group
Iowa
$268M -$1.38M -10,174 -0.5%
Bessemer Group
37
Bessemer Group
New Jersey
$249M +$1.42M +10,480 +0.6%
Charles Schwab
38
Charles Schwab
California
$236M +$10.3M +76,342 +5%
UBS AM
39
UBS AM
Illinois
$235M -$1.55M -11,440 -0.6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$226M -$7.2M -53,200 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$214M +$40.2M +297,135 +23%
TA
42
Teachers Advisors
New York
$213M -$4.66M -34,452 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$213M -$75.7M -559,380 -26%
AII
44
AGF Investments Inc
Ontario, Canada
$210M -$929K -6,869 -0.4%
PC
45
Polar Capital
United Kingdom
$204M +$6.17M +45,584 +3%
AGA
46
Altrinsic Global Advisors
Connecticut
$202M -$12.3M -90,880 -6%
WHG
47
Westwood Holdings Group
Texas
$190M +$22M +162,291 +13%
APG Asset Management
48
APG Asset Management
Netherlands
$188M +$419K +3,100 +0.2%
SSM
49
Sound Shore Management
Connecticut
$184M -$11.8M -87,000 -6%
RJA
50
Raymond James & Associates
Florida
$172M +$11.4M +84,532 +7%

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.