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Chubb
CB

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: 514 → 536 (+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: 11 → 10 (-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

Top Buyers

1
EAM
Edge Asset Management
Washington
+$130M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.9M
4
Norges Bank
Norges Bank
Norway
+$49.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$48.9M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$55.2M
2
BIT
BlackRock Institutional Trust
California
-$47.8M
3
AL
AJO LP
Pennsylvania
-$36M
4
BJ
BlackRock Japan
Japan
-$35.7M
5
Ameriprise
Ameriprise
Minnesota
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
551
Lingohr Asset Management
Germany
– -$1.65M -18,429 Closed
BIG
552
Blackthorn Investment Group
Kansas
– -$1.21M -13,528 Closed
PP
553
Paloma Partners
Connecticut
– -$1.17M -13,127 Closed
PRC
554
Platte River Capital
Colorado
– -$1.13M -12,580 Closed
VAM
555
Visium Asset Management
New York
– -$975K -10,890 Closed
SFP
556
Santa Fe Partners
New Mexico
– -$600K -6,702 Closed
MF
557
Magnetar Financial
Illinois
– -$593K -6,632 Closed
SBCM
558
Silver Bridge Capital Management
Massachusetts
– -$295K -3,305 Closed
HIM
559
Hillsdale Investment Management
Ontario, Canada
– -$277K -3,100 Closed
FNT
560
First National Trust
Pennsylvania
– -$237K -2,650 Closed
DWT
561
Dorsey & Whitney Trust
South Dakota
– -$205K -2,294 Closed
DWA
562
Dorsey Wright & Associates
California
– -$99K -1,109 Closed
ECAM
563
East Coast Asset Management
Massachusetts
– -$42K -467 Closed
SMA
564
Simply Money Advisors
Ohio
– -$4K -45 Closed
BWM
565
Baystate Wealth Management
Massachusetts
– -$2K -23 Closed
19 20 21 22
23

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.