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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
GWM
601
Gupta Wealth Management
California
$21K
LWA
602
Lenox Wealth Advisors
New York
$21K +$20.9K +200 New
WRBC
603
W.R. Berkley Corp
Connecticut
$21K +$1.51M +14,400 New
TSU
604
TD Securities (USA)
New York
$19K -$13.8M -132,083 -100%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$19K
CHC
606
City Holding Co
West Virginia
$19K
IPC
607
Independent Portfolio Consultants
Florida
$17K
VCM
608
Vigilant Capital Management
Maine
$16K +$15.7K +150 New
PG
609
Patten Group
Tennessee
$15.5K +$15.7K +150 New
WTB
610
Washington Trust Bank
Washington
$15K
BCM
611
Brookstone Capital Management
Illinois
$14K
RPG
612
Risk Paradigm Group
Texas
$13.4K +$3.14K +30 +30%
CBT
613
Central Bank & Trust
Kentucky
$12K +$6.17K +59 +98%
PSI
614
Pinnacle Summer Investments
Virginia
$10K -$10.2K -98 -49%
HDIM
615
Hanson & Doremus Investment Management
Vermont
$10K
RA
616
Rational Advisors
New York
$10K
CK
617
Carnick & Kubik
Colorado
$8.27K +$8.37K +80 New
PIM
618
Parasol Investment Management
Illinois
$7K
DLHL
619
Donald L. Hagan LLC
Florida
$6K +$5.75K +55 New
FNBOO
620
First National Bank of Omaha
Nebraska
$4.69K -$2.61M -24,949 -35%
GXMC
621
Global X Management Company
New York
$4K
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$3.88K
FCCM
623
First City Capital Management
Georgia
$3.1K +$3.14K +30 New
TFO
624
Tarbox Family Office
California
$3K -$1.99K -19 -37%
JFA
625
JNBA Financial Advisors
Minnesota
$3K

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.