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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
PIA
676
Piedmont Investment Advisors
North Carolina
$643K -$2.08M -15,351 -76%
LOAME
677
Lombard Odier Asset Management (Europe)
United Kingdom
$638K
PPSG
678
Princeton Portfolio Strategies Group
New Jersey
$637K -$223K -1,650 -26%
DC
679
Davenport & Co
Virginia
$637K -$100K -741 -13%
MBA
680
McQueen Ball & Associates
Pennsylvania
$635K
SC
681
Slow Capital
California
$630K +$637K +4,712 New
BFA
682
Bragg Financial Advisors
North Carolina
$629K -$72.6K -537 -10%
RIM
683
Rampart Investment Management
Connecticut
$626K +$464K +3,432 +14%
GC
684
Gratus Capital
Georgia
$624K +$632K +4,672 New
CG
685
Caprock Group
Idaho
$619K -$12.7K -94 -2%
BG
686
Bahl & Gaynor
Ohio
$616K -$31.8K -235 -5%
PCM
687
Parsons Capital Management
Rhode Island
$615K -$12.2K -90 -2%
PG
688
Pendal Group
Australia
$612K +$103K +763 +20%
CG
689
Colony Group
Massachusetts
$607K -$8.25K -61 -1%
BIAS
690
Beacon Investment Advisory Services
New Jersey
$597K +$1.08K +8 +0.2%
ACH
691
ArrowMark Colorado Holdings
Colorado
$595K +$338K +2,500 +128%
GRP
692
Global Retirement Partners
California
$588K -$16.9K -125 -3%
SL
693
Summitry LLC
California
$585K
FCAG
694
First Capital Advisors Group
New Jersey
$584K -$1.22K -9 -0.2%
BWP
695
Baldwin Wealth Partners
Massachusetts
$581K +$195K +1,439 +49%
MFG
696
Monte Financial Group
Connecticut
$576K +$53.4K +395 +10%
UCMOK
697
United Capital Management of KS
Kansas
$574K +$554K +4,095 New
PW
698
Price Wealth
Texas
$574K +$572K +4,229 +6,408%
BFEC
699
Benjamin F. Edwards & Company
Missouri
$567K -$129K -951 -18%
BWM
700
Buckley Wealth Management
Nevada
$564K +$12.4K +92 +2%

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.