We are live on ! Find out more

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
Franklin Resources
26
Franklin Resources
California
$495M -$181M -1,171,577 -28%
Legal & General Group
27
Legal & General Group
United Kingdom
$491M +$2.22M +14,345 +0.5%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$410M -$47.5M -307,033 -11%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$404M -$202M -1,308,488 -34%
Aristotle Capital Management
30
Aristotle Capital Management
California
$384M -$610K -3,944 -0.2%
Fayez Sarofim & Co
31
Fayez Sarofim & Co
Texas
$381M -$17.1M -110,617 -4%
Invesco
32
Invesco
Georgia
$359M -$55.4M -358,045 -14%
Goldman Sachs
33
Goldman Sachs
New York
$343M +$25.6M +165,184 +8%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$339M -$74.1K -479 -0%
DSA
35
Davis Selected Advisers
Arizona
$323M -$24.1M -155,649 -7%
UBS AM
36
UBS AM
Illinois
$322M +$11.9M +76,820 +4%
Charles Schwab
37
Charles Schwab
California
$318M +$252K +1,626 +0.1%
RJA
38
Raymond James & Associates
Florida
$313M +$48.4M +313,098 +19%
Principal Financial Group
39
Principal Financial Group
Iowa
$311M -$3.64M -23,527 -1%
Bessemer Group
40
Bessemer Group
New Jersey
$275M -$27.5M -178,021 -9%
Swiss National Bank
41
Swiss National Bank
Switzerland
$274M +$896K +5,792 +0.3%
APG Asset Management
42
APG Asset Management
Netherlands
$273M +$12.9M +83,357 +5%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M -$32.3M -208,701 -11%
PPA
44
Parametric Portfolio Associates
Washington
$244M +$10.7M +69,253 +5%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$228M -$2.72M -17,610 -1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$225M +$1.43M +9,228 +0.7%
SCCM
47
Schafer Cullen Capital Management
New York
$201M -$928K -5,997 -0.5%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$198M +$108K +700 +0.1%
PC
49
Polar Capital
United Kingdom
$197M -$18.7M -120,589 -9%
Jennison Associates
50
Jennison Associates
New York
$192M -$3.42M -22,103 -2%

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.