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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
LSV Asset Management
501
LSV Asset Management
Illinois
$2M
LPT
502
Legacy Private Trust
Wisconsin
$2M -$16.2K -105 -0.8%
PGFC
503
Peapack-Gladstone Financial Corp
New Jersey
$1.98M +$13.9K +90 +0.7%
TCOO
504
Trust Company of Oklahoma
Oklahoma
$1.96M -$16.6K -107 -0.9%
CIM
505
Corbyn Investment Management
Maryland
$1.95M -$67.3K -435 -3%
DFA
506
Delta Financial Advisors
Louisiana
$1.95M -$42.5K -275 -2%
AIC
507
Aurora Investment Counsel
Georgia
$1.93M +$11.3K +73 +0.6%
LCS
508
Levin Capital Strategies
New York
$1.92M -$27.5K -178 -1%
SC
509
Slow Capital
California
$1.92M +$1.02M +6,585 +125%
OWD
510
Osborn Williams & Donohoe
Ohio
$1.91M +$75.8K +490 +4%
VFA
511
Voya Financial Advisors
Connecticut
$1.87M +$70.6K +456 +4%
NPP
512
New Potomac Partners
Maryland
$1.87M -$19.3K -125 -1%
LAIC
513
Lederer & Associates Investment Counsel
California
$1.86M +$1.79M +11,545 New
ACM
514
Argyle Capital Management
Pennsylvania
$1.85M
HCA
515
Harbour Capital Advisors
Virginia
$1.85M +$226K +1,462 +15%
CK
516
Cohen Klingenstein
New York
$1.85M
KA
517
Kintegral Advisory
New York
$1.84M
PGA
518
Portland Global Advisors
Maine
$1.83M -$5.42K -35 -0.3%
RBA
519
Richard Bernstein Advisors
New York
$1.8M
CS
520
Comerica Securities
Michigan
$1.78M +$154K +993 +10%
OIA
521
Optimum Investment Advisors
Illinois
$1.76M -$90.5K -585 -5%
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M +$186K +1,203 +13%
CNBT
523
Canandaigua National Bank & Trust
New York
$1.73M -$263K -1,697 -14%
EFS
524
Essex Financial Services
Connecticut
$1.73M +$2.01K +13 +0.1%
CM
525
Crestline Management
Texas
$1.71M +$1.64M +10,588 New

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.