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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
DWT
651
Dorsey & Whitney Trust
South Dakota
$896K +$152K +980 +21%
SFSIG
652
San Francisco Sentry Investment Group
California
$894K
IA
653
IFG Advisory
Georgia
$891K -$16.4K -106 -2%
FLI
654
Family Legacy Inc
South Carolina
$890K +$305K +1,972 +51%
DCM
655
Dupont Capital Management
Delaware
$889K
DDPIC
656
Deroy & Devereaux Private Investment Counsel
Michigan
$887K -$92.8K -600 -10%
DY
657
Dowling & Yahnke
California
$887K +$116K +750 +16%
CG
658
Caprock Group
Idaho
$886K +$89K +575 +12%
Pzena Investment Management
659
Pzena Investment Management
New York
$883K +$132K +853 +18%
FA
660
FC Advisory
Pennsylvania
$878K +$888K +5,737 New
SP
661
Symmetry Partners
Connecticut
$877K
CA
662
Clearstead Advisors
Ohio
$875K +$155 +1 +0%
RCA
663
Rowland Carmichael Advisors
Arizona
$858K -$123K -794 -13%
FTI
664
Fiduciary Trust International
Massachusetts
$857K -$2.17K -14 -0.3%
SFP
665
Shepherd Financial Partners
Massachusetts
$836K +$802K +5,184 New
PI
666
Putnam Investments
Massachusetts
$827K -$8.02M -51,826 -91%
EMB
667
Elefante Mark B
$826K -$41K -265 -5%
FFWA
668
FRG Family Wealth Advisors
Washington
$824K -$103K -664 -12%
WTC
669
WhitTier Trust Company
Nevada
$822K -$14.7K -95 -2%
TCM
670
Tuttle Capital Management
Connecticut
$815K +$807K +5,218 New
VIA
671
Vident Investment Advisory
Georgia
$814K +$64.5K +417 +9%
PT
672
Plimoth Trust
Massachusetts
$814K +$254K +1,640 +48%
DHFB
673
Dixon Hubard Feinour & Brown
Virginia
$813K -$1.39K -9 -0.2%
NNP
674
Nachman Norwood & Parrott
South Carolina
$811K -$9.59K -62 -1%
S
675
SignatureFD
Georgia
$811K +$142K +919 +22%

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.