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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
Dodge & Cox
726
Dodge & Cox
California
$601K -$37.1K -240 -6%
WAM
727
Wealthspire Advisors (Maryland)
Maryland
$594K +$179K +1,156 +46%
CCMG
728
Clark Capital Management Group
Pennsylvania
$591K +$566K +3,658 New
BWM
729
Buckley Wealth Management
Nevada
$588K -$65.1K -421 -10%
TSW
730
Thompson Siegel & Walmsley
Virginia
$588K +$20.9K +135 +4%
ECM
731
Evergreen Capital Management
Washington
$585K +$1.7K +11 +0.3%
BHA
732
Beech Hill Advisors
New York
$581K
GAM
733
Griffin Asset Management
New York
$576K +$193K +1,250 +54%
MCM
734
MV Capital Management
Maryland
$566K +$31.7K +205 +6%
BHC
735
Bowen Hanes & Co
Florida
$565K
HCM
736
HGI Capital Management
New York
$565K
6M
737
6 Meridian
Kansas
$564K +$541K +3,496 New
AF
738
Advisornet Financial
Minnesota
$561K +$63.9K +413 +13%
TPWA
739
TRUE Private Wealth Advisors
Oregon
$557K +$96.1K +621 +22%
PPP
740
Private Portfolio Partners
New Jersey
$555K +$21.4K +138 +4%
FHB
741
First Hawaiian Bank
Hawaii
$544K -$261K -1,690 -33%
PAA
742
Peregrine Asset Advisers
Oregon
$543K
WI
743
Wintrust Investments
Illinois
$541K -$8.51K -55 -2%
VF
744
Virtu Financial
New York
$540K -$1.59M -10,248 -75%
VC
745
Vicus Capital
Pennsylvania
$538K +$11.4K +74 +2%
PFBT
746
Parkside Financial Bank & Trust
Missouri
$537K +$4.33K +28 +0.8%
SC
747
Saturna Capital
Washington
$535K
NA
748
NewEdge Advisors
Louisiana
$535K +$148K +954 +40%
WP
749
WMS Partners
Maryland
$535K +$512K +3,312 New
MMPW
750
Mitchell McLeod Pugh & Williams
Alabama
$534K +$15.9K +103 +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.