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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
Canada Life
776
Canada Life
Manitoba, Canada
$366K -$3.11K -23 -0.8%
P
777
Pitcairn
Pennsylvania
$356K -$40.2K -297 -10%
BHIA
778
Birch Hill Investment Advisors
Massachusetts
$356K +$360K +2,664 New
PCM
779
Pointe Capital Management
Michigan
$355K
Carson Wealth (CWM LLC)
780
Carson Wealth (CWM LLC)
Nebraska
$354K +$269K +1,990 +301%
FHA
781
Flagship Harbor Advisors
Massachusetts
$353K -$11.5K -85 -3%
MCM
782
MV Capital Management
Maryland
$352K -$271 -2 -0.1%
LP
783
LMR Partners
United Kingdom
$351K +$356K +2,630 New
Kovitz Investment Group Partners
784
Kovitz Investment Group Partners
Illinois
$350K +$354K +2,616 New
RE
785
RBC Europe
United Kingdom
$350K
WOC
786
West Oak Capital
California
$349K
AHB
787
Abner Herrman & Brock
New Jersey
$345K
BCM
788
Becker Capital Management
Oregon
$345K
ACI
789
Alpha Cubed Investments
California
$339K -$323K -2,388 -47%
BHWM
790
Bar Harbor Wealth Management
New Hampshire
$336K
YMRC
791
Yorktown Management & Research Company
Virginia
$334K
CA
792
Cetera Advisors
Colorado
$334K +$93.1K +688 +38%
HSA
793
HBK Sorce Advisory
Pennsylvania
$330K +$13.9K +103 +4%
BWM
794
BerganKDV Wealth Management
Minnesota
$330K +$30.3K +224 +10%
SSB
795
Sandy Spring Bank
Maryland
$327K -$13.4K -99 -4%
VFA
796
Valeo Financial Advisors
Indiana
$324K -$74.4K -550 -18%
CCMD
797
Cypress Capital Management (Delaware)
Delaware
$323K
SCA
798
Snowden Capital Advisors
New York
$323K +$327K +2,414 New
GAMA
799
Graticule Asia Macro Advisors
New York
$321K +$325K +2,400 New
DP
800
Dearborn Partners
Illinois
$321K +$325K +2,405 New

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.