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536 hedge funds and large institutions have $28.9B invested in Chubb in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 212 increasing their positions, 186 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $24.8B → $28.9B (+$4.05B)

14% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 186

4% more funds holding

Funds holding: 514536 (+22)

3.23% more ownership

Funds ownership: 107.56%110.79% (+3.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less call options, than puts

Call options by funds: $73M | Put options by funds: $92.9M

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
17.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.32%
New
57
Increased
212
Reduced
186
Closed
28
Calls
$73M
Puts
$92.9M
Net Calls
-$19.9M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
Cambiar Investors
Colorado
$99.3M -$9.43M -103,133 -9%
Teacher Retirement System of Texas
52
Teacher Retirement System of Texas
Texas
$95M -$8.62M -94,329 -8%
AAMU
53
Amundi Asset Management US
Massachusetts
$92.6M +$2.24M +24,548 +3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$88.4M +$1.02M +11,119 +1%
AII
55
AGF Investments Inc
Ontario, Canada
$86.7M +$180K +1,970 +0.2%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$82.3M -$3.98M -43,557 -5%
WCM Investment Management
57
WCM Investment Management
California
$78.1M +$1.03M +11,257 +1%
Goldman Sachs
58
Goldman Sachs
New York
$75.9M +$6.5M +71,123 +10%
ASA
59
Armstrong Shaw Associates
Connecticut
$74.7M +$8.85M +96,779 +14%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$74.6M -$1.65M -18,030 -2%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$74.6M +$3.8M +41,549 +5%
Credit Agricole
62
Credit Agricole
France
$72.7M +$71M +776,783 New
Deutsche Bank
63
Deutsche Bank
Germany
$70.8M -$13.3M -145,530 -16%
CIC
64
Crawford Investment Counsel
Georgia
$67.1M -$188K -2,059 -0.3%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$65.6M -$1.66M -18,112 -3%
Charles Schwab
66
Charles Schwab
California
$64.1M +$1.92M +20,983 +3%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$62.9M +$1.98M +21,653 +3%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$61.7M -$13.7M -149,699 -18%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$60.9M +$8.73M +95,528 +17%
CC
70
Carlson Capital
Texas
$60.7M -$12.9M -140,930 -18%
Allianz Asset Management
71
Allianz Asset Management
Germany
$59.7M +$5.51M +60,258 +10%
SF
72
Sarofim Fayez
Texas
$58.9M +$57.5M +629,138 New
US Bancorp
73
US Bancorp
Minnesota
$58.8M +$85.6K +936 +0.1%
BJ
74
BlackRock Japan
Japan
$58.8M -$35.7M -390,823 -38%
Federated Hermes
75
Federated Hermes
Pennsylvania
$58.1M -$31.8M -348,428 -36%

CB Hedge Fund Activity: Q3 2013 in Review

536 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2013, worth a combined $28.9B — up 16% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CB positions and 28 closed out — a net gain of 29 holders — while 212 added to existing stakes and 186 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $130M. The largest seller was Adage Capital Partners, cutting an estimated $55.2M.

  • 536 institutional investors held Chubb (CB) as of Q3 2013, up from 514 in Q2 2013.
  • Funds reported $28.9B of Chubb stock for Q3 2013, up 16% quarter-over-quarter.
  • 57 funds opened new Chubb positions in Q3 2013 and 28 closed out, a net change of +29 holders.
  • The largest Chubb buyer in Q3 2013 was Edge Asset Management, an estimated $130M added.
  • The largest Chubb seller in Q3 2013 was Adage Capital Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q3 2013.