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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
SS
701
Simplicity Solutions
Minnesota
$694K +$15.6K +101 +2%
BBHC
702
Brown Brothers Harriman & Co
New York
$691K +$17.9K +116 +3%
MFG
703
Monte Financial Group
Connecticut
$688K -$309 -2 -0%
AWM
704
AE Wealth Management
Kansas
$684K +$126K +817 +24%
PCM
705
Parsons Capital Management
Rhode Island
$682K -$43.5K -281 -6%
CPR
706
CSU Producer Resources
Ohio
$680K
YWP
707
YorkBridge Wealth Partners
New York
$678K -$154K -994 -19%
UCMOK
708
United Capital Management of KS
Kansas
$678K +$68.1K +440 +12%
MBT
709
Montecito Bank & Trust
California
$662K
DDC
710
DF Dent & Co
Maryland
$654K
Lido Advisors
711
Lido Advisors
California
$649K +$71K +459 +13%
SCM
712
Shelton Capital Management
Colorado
$643K
PG
713
Pendal Group
Australia
$640K -$48.7K -315 -7%
NPA
714
Nichols & Pratt Advisers
Massachusetts
$638K +$9.9K +64 +2%
FNBT
715
FineMark National Bank & Trust
Florida
$638K +$11K +71 +2%
BIC
716
Beach Investment Counsel
Pennsylvania
$637K
HJIM
717
Henry James International Management
New York
$637K +$12.7K +82 +2%
PP
718
Paloma Partners
Connecticut
$626K -$7.94M -51,322 -93%
CCM
719
Compton Capital Management
Rhode Island
$618K -$7.74K -50 -1%
CPC
720
Congress Park Capital
New York
$618K
CA
721
Cetera Advisors
Colorado
$612K +$121K +785 +26%
CCA
722
Checchi Capital Advisers
California
$609K -$14.2K -92 -2%
DI
723
DAGCO Inc
Ohio
$608K
BFA
724
Bragg Financial Advisors
North Carolina
$606K -$29.4K -190 -5%
TCM
725
Tributary Capital Management
Nebraska
$605K -$15.5K -100 -3%

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.