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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
MC
551
Moors & Cabot
Massachusetts
$1.47M +$195K +1,260 +16%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$1.46M +$62.7K +405 +5%
ECM
553
Element Capital Management
New York
$1.46M +$1.4M +9,040 New
NSEDCP
554
NJ State Employees Deferred Compensation Plan
New Jersey
$1.46M
SAM
555
Silvercrest Asset Management
New York
$1.46M -$37.9K -245 -3%
PCM
556
Penserra Capital Management
California
$1.44M +$48.1K +311 +4%
JWM
557
Jackson Wealth Management
Florida
$1.44M +$1.43M +9,255 New
TNB
558
TCF National Bank
South Dakota
$1.44M +$1.38M +8,901 New
DM
559
Delphi Management
Massachusetts
$1.43M -$134K -865 -9%
RIM
560
Redpoint Investment Management
Australia
$1.41M
AAS
561
Avantax Advisory Services
Texas
$1.4M -$75.2K -486 -5%
TPA
562
Trivium Point Advisory
Connecticut
$1.39M +$34K +220 +3%
CSUI
563
Cincinnati Specialty Underwriters Insurance
Ohio
$1.36M
WIC
564
Woodmont Investment Counsel
Tennessee
$1.34M +$116K +750 +10%
CBB
565
Citizens Business Bank
California
$1.34M
UA
566
Unison Advisors
District of Columbia
$1.32M +$6.03K +39 +0.5%
LC
567
Lincoln Capital
Nebraska
$1.32M -$55.2K -357 -4%
ACM
568
Azimuth Capital Management
Michigan
$1.31M -$55.9K -361 -4%
FAIM
569
Financial Advocates Investment Management
Washington
$1.31M -$24.8K -160 -2%
RC
570
Roundview Capital
New Jersey
$1.29M +$4.64K +30 +0.4%
BS
571
Banco Santander
Spain
$1.29M -$37.4K -242 -3%
CBU
572
CIBC Bank USA
Illinois
$1.28M +$223K +1,439 +22%
COI
573
Connable Office Inc
Michigan
$1.28M
IRF
574
IBM Retirement Fund
New York
$1.28M -$12.1K -78 -1%
Nomura Holdings
575
Nomura Holdings
Japan
$1.27M

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.