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1,071 hedge funds and large institutions have $54.7B invested in Chubb in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 363 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 66

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

12% more call options, than puts

Call options by funds: $110M | Put options by funds: $97.4M

8% more capital invested

Capital invested by funds: $50.5B → $54.7B (+$4.18B)

2.11% more ownership

Funds ownership: 86.09%88.2% (+2.1%)

2% more funds holding

Funds holding: 1,0531,071 (+18)

14% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 422

Holders
1,071
Holders Change
+18
Holders Change %
+1.71%
% of All Funds
24.48%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
92
Increased
363
Reduced
422
Closed
66
Calls
$110M
Puts
$97.4M
Net Calls
+$12.1M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
601
Victory Capital Management
Texas
$919K -$19.2K -142 -2%
MOS
602
MGO One Seven
Ohio
$914K +$925K +6,841 New
Assenagon Asset Management
603
Assenagon Asset Management
Luxembourg
$912K +$676K +5,000 +275%
KIA
604
KCM Investment Advisors
California
$907K -$640K -4,731 -41%
PTC
605
Private Trust Company
Ohio
$904K +$10.7K +79 +1%
SGI
606
Summit Global Investments
Utah
$903K +$127K +940 +16%
ACC
607
Accident Compensation Corp
New Zealand
$901K -$1.13M -8,355 -55%
VRS
608
Virginia Retirement Systems
Virginia
$901K
RW
609
Rand Wealth
Maryland
$901K +$812 +6 +0.1%
BBI
610
Baxter Bros Inc
Connecticut
$899K -$64.9K -480 -7%
LNB
611
Ledyard National Bank
$894K +$4.46K +33 +0.5%
Wealth Enhancement Advisory Services
612
Wealth Enhancement Advisory Services
Minnesota
$880K +$953K +7,042 New
DDPIC
613
Deroy & Devereaux Private Investment Counsel
Michigan
$867K
MA
614
Montag & Associates
Georgia
$857K +$20.3K +150 +2%
PAS
615
Park Avenue Securities
New York
$856K +$110K +810 +14%
BCP
616
Berkeley Capital Partners
Georgia
$855K -$57.5K -425 -6%
FI
617
Fosun International
China
$851K +$863K +6,381 New
Wolverine Trading
618
Wolverine Trading
Illinois
$850K +$860K +6,359 New
PHS
619
Pekin Hardy Strauss
Illinois
$849K -$23.8K -176 -3%
LAM
620
Lingohr Asset Management
Germany
$842K
WSCM
621
Wellington Shields Capital Management
New York
$842K
ATIA
622
American Trust Investment Advisors
New Hampshire
$840K
SLG
623
Stanley-Laman Group
Pennsylvania
$836K +$11.1K +82 +1%
EMB
624
Elefante Mark B
$834K +$71.7K +530 +9%
YWP
625
YorkBridge Wealth Partners
New York
$830K -$60.7K -449 -7%

CB Hedge Fund Activity: Q3 2018 in Review

1,071 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2018, worth a combined $54.7B — up 8.3% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CB positions and 66 closed out — a net gain of 26 holders — while 363 added to existing stakes and 422 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.14B. The largest seller was Capital World Investors, cutting an estimated $820M.

  • 1,071 institutional investors held Chubb (CB) as of Q3 2018, up from 1,053 in Q2 2018.
  • Funds reported $54.7B of Chubb stock for Q3 2018, up 8.3% quarter-over-quarter.
  • 92 funds opened new Chubb positions in Q3 2018 and 66 closed out, a net change of +26 holders.
  • The largest Chubb buyer in Q3 2018 was Capital International Investors, an estimated $1.14B added.
  • The largest Chubb seller in Q3 2018 was Capital World Investors, an estimated $820M sold.

Based on aggregated 13F filings for Q3 2018.