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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
ATC
501
Adirondack Trust Company
New York
$35K +$20.1K +220 +147%
PMFA
502
Plante Moran Financial Advisors
Michigan
$32K
MUMSS
503
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$31.1K +340 New
PG
504
PEAK6 Group
Illinois
$28K -$302K -3,300 -85%
MFS
505
MSI Financial Services
Massachusetts
$25K -$18.6K -204 -44%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$25K +$4.57K +50 +23%
DAM
507
Delta Asset Management
Tennessee
$23K
SHWM
508
Smith & Howard Wealth Management
Georgia
$23K
RIA
509
Regal Investment Advisors
Michigan
$23K +$22K +241 New
ST
510
Stifel Trust
Missouri
$22K
IRS
511
Invictus RG (Singapore)
Singapore
$22K +$21K +230 New
BFEC
512
Benjamin F. Edwards & Company
Missouri
$19K
CFS
513
Community Financial System
New York
$19K
JIR
514
James Investment Research
Ohio
$18K
ST
515
Smithfield Trust
Pennsylvania
$17K
IWC
516
Integrated Wealth Counsel
California
$14K
CAM
517
ClariVest Asset Management
California
$14K
DBT
518
Dubuque Bank & Trust
Iowa
$13K
HDIM
519
Hanson & Doremus Investment Management
Vermont
$11K +$11K +120 New
PSI
520
Pinnacle Summer Investments
Virginia
$9K
PCM
521
Prelude Capital Management
New York
$9K +$9.14K +100 New
KTC
522
Kistler-Tiffany Companies
Pennsylvania
$8K
FHA
523
First Horizon Advisors
Tennessee
$8K +$4.57K +50 +139%
RFA
524
Reilly Financial Advisors
California
$7K
TWA
525
TCI Wealth Advisors
Arizona
$7K

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.