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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
ACA
776
Atlas Capital Advisors
Wyoming
$471K +$337K +2,181 +295%
SC
777
SRB Corp
Massachusetts
$471K -$48.6K -314 -10%
GCMG
778
Gyroscope Capital Management Group
Florida
$471K +$66.4K +429 +17%
AFM
779
Abbot Financial Management
Massachusetts
$469K
BFO
780
Boston Family Office
Massachusetts
$468K
AIL
781
AGF Investments LLC
Ontario, Canada
$468K +$141K +911 +46%
AT
782
Arden Trust
Delaware
$464K +$444K +2,871 New
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$463K +$75.8K +490 +21%
TFS
784
Thoroughbred Financial Services
Tennessee
$459K +$21.8K +141 +5%
APA
785
American Portfolios Advisors
New York
$457K -$95.9K -620 -18%
B
786
Barings
North Carolina
$454K -$18.3K -118 -4%
TF
787
Tompkins Financial
New York
$454K
FG
788
Fiduciary Group
Georgia
$451K -$61K -394 -12%
BSW
789
Buckingham Strategic Wealth
Missouri
$451K +$4.49K +29 +1%
DAS
790
Dynamic Advisor Solutions
Arizona
$450K +$99K +640 +30%
CAN
791
Cetera Advisor Networks
California
$449K +$9.44K +61 +2%
ACM
792
Allred Capital Management
Texas
$445K +$50.6K +327 +13%
EGA
793
E&G Advisors
Texas
$438K
HSA
794
HBK Sorce Advisory
Pennsylvania
$432K +$15.8K +102 +4%
FHA
795
Flagship Harbor Advisors
Massachusetts
$430K -$8.51K -55 -2%
BSA
796
Bull Street Advisors
Georgia
$430K +$412K +2,663 New
SCP
797
Seizert Capital Partners
Michigan
$429K -$23.2K -150 -5%
WKWM
798
Walter & Keenan Wealth Management
Indiana
$428K +$410K +2,650 New
PPSG
799
Princeton Portfolio Strategies Group
New Jersey
$425K
RE
800
RBC Europe
United Kingdom
$422K

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.