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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
1WA
601
180 Wealth Advisors
Washington
$1.14M -$175K -1,133 -13%
ECM
602
ETrade Capital Management
Virginia
$1.14M -$4.17M -26,974 -79%
AWM
603
Aries Wealth Management
Maine
$1.14M +$10.4K +67 +0.9%
PVWM
604
Point View Wealth Management
New Jersey
$1.13M -$29.2K -189 -3%
Mercer Global Advisors
605
Mercer Global Advisors
Colorado
$1.13M +$329K +2,126 +44%
QI
606
QS Investors
New York
$1.13M -$61.9K -400 -5%
RIM
607
Regent Investment Management
Kentucky
$1.12M -$77.4K -500 -7%
WS
608
Wedbush Securities
California
$1.12M +$58.5K +378 +6%
MAFM
609
Mid Atlantic Financial Management
Pennsylvania
$1.11M -$59.4K -384 -5%
BS
610
Bessemer Securities
New York
$1.1M
PI
611
PHH Investments
Texas
$1.1M -$15.5K -100 -1%
VRS
612
Virginia Retirement Systems
Virginia
$1.09M
LFAS
613
Level Four Advisory Services
Texas
$1.07M +$72.6K +469 +8%
CG
614
Colony Group
Massachusetts
$1.06M +$250K +1,615 +33%
TRCT
615
Tower Research Capital (TRC)
New York
$1.05M +$693K +4,477 +221%
SCA
616
Sippican Capital Advisors
Massachusetts
$1.04M -$30.2K -195 -3%
MERSOM
617
Municipal Employees' Retirement System of Michigan
Michigan
$1.04M +$12.4K +80 +1%
MDSL
618
M.D. Sass LLC
New York
$1.03M -$217K -1,400 -18%
SLG
619
Stanley-Laman Group
Pennsylvania
$1.03M -$82.8K -535 -8%
CWM
620
Cordatus Wealth Management
Pennsylvania
$1.03M +$118K +762 +14%
Teacher Retirement System of Texas
621
Teacher Retirement System of Texas
Texas
$1.03M +$240K +1,553 +32%
FFSOTS
622
Fiduciary Financial Services of The Southwest
Texas
$1.02M +$17.3K +112 +2%
PA
623
Parallel Advisors
California
$1.01M +$87.1K +563 +10%
CAM
624
Cypress Asset Management
Texas
$1.01M -$178K -1,150 -16%
NBG
625
Nancy B. Gardiner
$999K -$11.6K -75 -1%

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.