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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
Deutsche Bank
51
Deutsche Bank
Germany
$192M -$57.2M -369,437 -24%
Stifel Financial
52
Stifel Financial
Missouri
$189M +$9.76M +63,102 +6%
AII
53
AGF Investments Inc
Ontario, Canada
$187M -$7.52M -48,601 -4%
AGA
54
Altrinsic Global Advisors
Connecticut
$186M -$44.1M -285,121 -20%
MWP
55
MYCIO Wealth Partners
Pennsylvania
$175M +$23.8M +153,994 +17%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$161M -$49.9M -322,272 -24%
US Bancorp
57
US Bancorp
Minnesota
$160M -$2.07M -13,383 -1%
WHG
58
Westwood Holdings Group
Texas
$150M -$7.83M -50,582 -5%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$149M -$296K -1,912 -0.2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$147M -$7.16M -46,306 -5%
CIM
61
Confluence Investment Management
Missouri
$129M +$952K +6,154 +0.8%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$126M +$3.72M +24,037 +3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$124M +$348K +2,252 +0.3%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$123M +$8.15M +52,695 +7%
CS
65
Credit Suisse
Switzerland
$122M +$7.98M +51,583 +7%
ProShare Advisors
66
ProShare Advisors
Maryland
$119M +$2.94M +19,010 +3%
AllianceBernstein
67
AllianceBernstein
Tennessee
$118M -$942K -6,087 -0.8%
TG
68
TCW Group
California
$117M -$7.6M -49,091 -6%
PI
69
PGGM Investments
Netherlands
$114M
CB
70
Cooke & Bieler
Pennsylvania
$114M -$1.31M -8,491 -1%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$113M +$8.41M +54,381 +8%
EVM
72
Eaton Vance Management
Massachusetts
$109M -$10.4M -67,509 -9%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$108M -$3.65M -23,564 -3%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$108M +$12.2M +78,962 +13%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$108M +$90.3M +583,559 +688%

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.