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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
Jones Financial Companies
526
Jones Financial Companies
Missouri
$7K +$2.65K +29 +66%
FANJ
527
Financial Architects (New Jersey)
New Jersey
$7K +$7.31K +80 New
CFA
528
Carroll Financial Associates
North Carolina
$6K
WRM
529
Westport Resources Management
Connecticut
$6K
SNT
530
Security National Trust
West Virginia
$6K +$6.31K +69 New
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.48K +49 New
CAW
532
Cornerstone Advisors (Washington)
Washington
$4K +$1.1K +12 +46%
PAS
533
Partnervest Advisory Services
California
$4K +$4.02K +44 New
JFA
534
JNBA Financial Advisors
Minnesota
$3K
MA
535
MCF Advisors
Kentucky
$3K +$2.74K +30 New
WA
536
Waverly Advisors
Alabama
$2K +$1.65K +18 New
EFS
537
Essex Financial Services
Connecticut
$1.99K -$45.7K -500 -2%
Barclays
538
Barclays
United Kingdom
-$28.7M -314,071 Closed
WCM
539
Wedge Capital Management
North Carolina
-$25.5M -284,485 Closed
Two Sigma Investments
540
Two Sigma Investments
New York
-$14.3M -159,715 Closed
Millennium Management
541
Millennium Management
New York
-$8.79M -98,286 Closed
PP
542
PDT Partners
New York
-$5.34M -59,633 Closed
OAMG
543
Odey Asset Management Group
United Kingdom
-$5.29M -59,128 Closed
NMERB
544
New Mexico Educational Retirement Board
New Mexico
-$4.83M -53,978 Closed
ECA
545
Endeavour Capital Advisors
Connecticut
-$4.15M -46,393 Closed
Two Sigma Advisers
546
Two Sigma Advisers
New York
-$3.27M -35,751 Closed
NCCM
547
Nine Chapters Capital Management
New Jersey
-$2.42M -27,100 Closed
HI
548
HBK Investments
Texas
-$2.06M -23,069 Closed
MAM
549
Mastrapasqua Asset Management
Tennessee
-$2.05M -22,888 Closed
Jacobs Levy Equity Management
550
Jacobs Levy Equity Management
New Jersey
-$1.7M -19,000 Closed

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.