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637 hedge funds and large institutions have $29.2B invested in Chubb in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 255 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 200

9.42% more ownership

Funds ownership: 115.28%124.71% (+9.4%)

9% more capital invested

Capital invested by funds: $26.9B → $29.2B (+$2.35B)

6% more funds holding

Funds holding: 603637 (+34)

36% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $109M

Holders
637
Holders Change
+34
Holders Change %
+5.64%
% of All Funds
17.78%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.42%
New
84
Increased
255
Reduced
200
Closed
47
Calls
$69.4M
Puts
$109M
Net Calls
-$39.5M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Klingman & Associates
New York
$40K -$21.6K -207 -35%
SSB
577
Sandy Spring Bank
Maryland
$40K
JWA
578
JFS Wealth Advisors
Pennsylvania
$39K -$7.63K -73 -16%
PSUF
579
People's United Financial
Connecticut
$38K
CAM
580
ClariVest Asset Management
California
$36K -$8.68K -83 -19%
MFBTD
581
MB Financial Bank - Trust Department
Illinois
$36K
ZB
582
Zions Bancorporation
Utah
$36K +$33.9K +324 New
TJHA
583
Thomas J. Herzfeld Advisors
Florida
$34K
KCM
584
Karp Capital Management
California
$31K
TWA
585
TCI Wealth Advisors
Arizona
$31K
IMS
586
Index Management Solutions
Pennsylvania
$30K +$2.4K +23 +9%
SNT
587
Security National Trust
West Virginia
$29K
TSW
588
Thompson Siegel & Walmsley
Virginia
$29K
LNB
589
Ledyard National Bank
$28K
S
590
SignatureFD
Georgia
$27K +$7.63K +73 +39%
TWMP
591
Taylor Wealth Management Partners
Massachusetts
$26K -$10.5K -100 -29%
DAM
592
Delta Asset Management
Tennessee
$26K
OC
593
Oakworth Capital
Alabama
$26K
SFG
594
Sage Financial Group
Pennsylvania
$26K
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$25K +$2.82K +27 +13%
TRCT
596
Tower Research Capital (TRC)
New York
$24K +$20.1K +192 +468%
ATC
597
Adirondack Trust Company
New York
$23K
BCA
598
Bray Capital Advisors
Florida
$23K
AP
599
Atwood & Palmer
Missouri
$22K
CCS
600
Crosspoint Capital Strategies
California
$22K

CB Hedge Fund Activity: Q3 2015 in Review

637 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2015, worth a combined $29.2B — up 8.8% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CB positions and 47 closed out — a net gain of 37 holders — while 255 added to existing stakes and 200 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $434M. The largest seller was Citadel Advisors, cutting an estimated $284M.

  • 637 institutional investors held Chubb (CB) as of Q3 2015, up from 603 in Q2 2015.
  • Funds reported $29.2B of Chubb stock for Q3 2015, up 8.8% quarter-over-quarter.
  • 84 funds opened new Chubb positions in Q3 2015 and 47 closed out, a net change of +37 holders.
  • The largest Chubb buyer in Q3 2015 was Wellington Management Group, an estimated $434M added.
  • The largest Chubb seller in Q3 2015 was Citadel Advisors, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2015.