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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
KTC
626
Kistler-Tiffany Companies
Pennsylvania
$3K
MUS
627
Mitsubishi UFJ Securities
Japan
$3K
WA
628
WFG Advisors
Texas
$3K
RWM
629
Rezny Wealth Management
Florida
$3K +$837 +8 +32%
DOA
630
D'Orazio & Associates
Virginia
$3K +$2.72K +26 New
SIM
631
Sonora Investment Management
Arizona
$3K +$3.14K +30 New
UFA
632
US Financial Advisors
Massachusetts
$3K +$3.35K +32 New
N
633
Nuveen
North Carolina
$2.34K -$6.9K -66 -0.3%
WRM
634
Westport Resources Management
Connecticut
$2K -$4.6K -44 -69%
AIM
635
Advantage Investment Management
Iowa
$2K
KT
636
Kanaly Trust
Texas
$2K
VNA
637
Valley National Advisers
Pennsylvania
$2K
BCFS
638
Butensky & Cohen Financial Security
Florida
$2K +$1.88K +18 New
Adage Capital Partners
639
Adage Capital Partners
Massachusetts
-$38.6M -379,223 Closed
WRF
640
Waddell & Reed Financial
Kansas
-$15.7M -153,950 Closed
SCM
641
Stevens Capital Management
Pennsylvania
-$15.4M -151,164 Closed
WMSA
642
Weiss Multi-Strategy Advisers
New York
-$10.2M -100,032 Closed
AL
643
Airain Ltd
Guernsey
-$10M -98,390 Closed
KWILP
644
Kiwi Wealth Investments Limited Partnership
New Zealand
-$7.94M -78,098 Closed
NLGIA
645
Nippon Life Global Investors Americas
New York
-$7.12M -70,014 Closed
HW
646
Hancock Whitney
Mississippi
-$6.26M -59,849 Closed
PP
647
Paloma Partners
Connecticut
-$5.85M -57,571 Closed
WI
648
WBI Investments
New Jersey
-$4.22M -41,468 Closed
GCA
649
Gideon Capital Advisors
New York
-$3.99M -39,260 Closed
COPPSERS
650
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$3.73M -36,674 Closed

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.