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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
HA
751
Harfst & Associates
Wyoming
$417K +$23.3K +172 +6%
PFBT
752
Parkside Financial Bank & Trust
Missouri
$415K +$3.52K +26 +0.8%
GIA
753
GHP Investment Advisors
Colorado
$410K +$193K +1,430 +87%
SC
754
Saturna Capital
Washington
$408K
PCM
755
Prelude Capital Management
New York
$408K +$118K +875 +40%
SA
756
Strategic Advisors
New York
$408K +$413K +3,053 New
MA
757
Mutual Advisors
Nebraska
$406K
SYBT
758
Stock Yards Bank & Trust
Kentucky
$403K -$5.55K -41 -1%
SB
759
Simmons Bank
Arkansas
$402K +$406K +3,003 New
MIH
760
Meitav Investment House
Israel
$401K +$406K +3,000 New
DDC
761
DF Dent & Co
Maryland
$396K
TF
762
Tompkins Financial
New York
$393K
DWM
763
Dakota Wealth Management
Florida
$390K +$3.52K +26 +0.9%
Lido Advisors
764
Lido Advisors
California
$385K +$7.58K +56 +2%
AFM
765
Abbot Financial Management
Massachusetts
$385K +$27.1K +200 +7%
FMLI
766
Fukoku Mutual Life Insurance
Japan
$383K
CIA
767
Capital Investment Advisors
Georgia
$382K -$10.8K -80 -3%
CAN
768
Cetera Advisor Networks
California
$380K +$71.7K +530 +23%
LSAG
769
Lake Street Advisors Group
New Hampshire
$377K -$59.2K -438 -13%
DWT
770
Dorsey & Whitney Trust
South Dakota
$374K +$25.8K +191 +7%
BHC
771
Bowen Hanes & Co
Florida
$370K
OWD
772
Osborn Williams & Donohoe
Ohio
$370K +$9.47K +70 +3%
MFW
773
Meristem Family Wealth
Minnesota
$370K +$10.7K +79 +3%
AW
774
ACG Wealth
Georgia
$369K -$98.5K -728 -21%
SC
775
Savant Capital
Illinois
$368K +$24.8K +183 +7%

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.