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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
CIBC World Market
651
CIBC World Market
Ontario, Canada
$745K -$87K -643 -10%
FPFS
652
First Personal Financial Services
North Carolina
$735K
CBU
653
CIBC Bank USA
Illinois
$731K +$740K +5,472 New
BP
654
Ballentine Partners
Massachusetts
$722K -$50.9K -376 -7%
Tudor Investment Corp
655
Tudor Investment Corp
Connecticut
$718K +$727K +5,375 New
Dodge & Cox
656
Dodge & Cox
California
$714K -$294K -2,170 -29%
AWM
657
Aries Wealth Management
Maine
$713K
WIS
658
Wright Investors Service
Connecticut
$713K +$33.3K +246 +5%
AWM
659
Avior Wealth Management
Nebraska
$711K -$254K -1,879 -26%
LMIM
660
Lockheed Martin Investment Management
Maryland
$708K
HH
661
Hilltop Holdings
Texas
$699K -$7.58K -56 -1%
WTC
662
WhitTier Trust Company
Nevada
$693K
Mackenzie Financial
663
Mackenzie Financial
Ontario, Canada
$692K +$137K +1,013 +24%
JCM
664
Jacobi Capital Management
Pennsylvania
$683K -$23.8K -176 -3%
CS
665
Comerica Securities
Michigan
$679K +$9.33K +69 +1%
PA
666
Parallel Advisors
California
$675K +$17K +126 +3%
FHA
667
First Horizon Advisors
Tennessee
$672K -$7.44K -55 -1%
ECM
668
Evergreen Capital Management
Washington
$668K +$9.47K +70 +1%
IA
669
IFG Advisory
Georgia
$666K +$64.8K +479 +11%
HAG
670
HighPoint Advisor Group
Illinois
$662K +$102K +752 +17%
BBHC
671
Brown Brothers Harriman & Co
New York
$656K +$55.6K +411 +9%
VIA
672
Vident Investment Advisory
Georgia
$651K -$13.4K -99 -2%
HL
673
HeadInvest LLC
Maine
$651K +$27.1K +200 +4%
BFO
674
Biltmore Family Office
North Carolina
$650K -$63.8K -472 -9%
EGA
675
E&G Advisors
Texas
$647K +$18K +133 +3%

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.