We are live on ! Find out more

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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$171M -$2.57M -19,000 -1%
PPA
52
Parametric Portfolio Associates
Washington
$163M +$8.35M +61,708 +5%
EIP
53
Epoch Investment Partners
New York
$160M -$51.3M -379,388 -24%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$149M +$27.8M +205,796 +23%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$148M -$8.91M -65,902 -6%
SBAM
56
Santa Barbara Asset Management
California
$143M -$2.56M -18,916 -2%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$143M +$4.99M +36,867 +4%
US Bancorp
58
US Bancorp
Minnesota
$141M +$3.93M +29,023 +3%
MWP
59
MYCIO Wealth Partners
Pennsylvania
$140M +$1.46M +10,806 +1%
SCCM
60
Schafer Cullen Capital Management
New York
$135M -$1.5M -11,098 -1%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$123M -$3.21M -23,766 -3%
Jennison Associates
62
Jennison Associates
New York
$118M -$2.41M -17,847 -2%
Stifel Financial
63
Stifel Financial
Missouri
$117M -$17.3M -127,705 -13%
Barclays
64
Barclays
United Kingdom
$117M +$18.7M +137,952 +19%
TG
65
TCW Group
California
$115M -$1.97M -14,541 -2%
CB
66
Cooke & Bieler
Pennsylvania
$111M +$3.47M +25,632 +3%
CS
67
Credit Suisse
Switzerland
$111M +$11.4M +84,037 +11%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$107M +$123K +909 +0.1%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$105M +$4.98M +36,800 +5%
CIM
70
Confluence Investment Management
Missouri
$104M -$422K -3,119 -0.4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$102M -$2.03M -15,034 -2%
EVM
72
Eaton Vance Management
Massachusetts
$101M +$2.11M +15,590 +2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$96.4M -$25.9M -191,689 -21%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$94.6M -$2.99M -22,092 -3%
PI
75
PGGM Investments
Netherlands
$94.4M

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.