We are live on ! Find out more

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
BI
826
Ballast Inc
Kentucky
$282K +$284K +2,101 New
AL
827
Aspiriant LLC
California
$281K -$6.63K -49 -2%
WC
828
Whitnell & Co
Illinois
$280K -$38.3K -283 -12%
PMG
829
ProVise Management Group
Florida
$278K
EWM
830
Evermay Wealth Management
Virginia
$277K +$9.47K +70 +3%
BIA
831
Bigelow Investment Advisors
Maine
$271K -$59.1K -437 -18%
CGL
832
Clarius Group LLC
Washington
$269K -$8.93K -66 -3%
FMBTD
833
First Midwest Bank Trust Division
Illinois
$268K +$271K +2,006 New
EDRH
834
Edmond de Rothschild Holding
Switzerland
$267K
APA
835
American Portfolios Advisors
New York
$267K -$390K -2,883 -59%
FRM
836
Foundation Resource Management
Arkansas
$263K
GCA
837
Gideon Capital Advisors
New York
$262K +$265K +1,957 New
JG
838
Jefferies Group
New York
$261K -$7.74M -57,188 -97%
QCG
839
Quadrant Capital Group
Ohio
$258K +$5.55K +41 +2%
JA
840
JOYN Advisors
Georgia
$258K +$42.5K +314 +19%
LIM
841
Leavell Investment Management
Alabama
$257K -$3.38K -25 -1%
BAC
842
Boys Arnold & Co
North Carolina
$257K +$42.6K +315 +19%
GP
843
Girard Partners
Pennsylvania
$255K -$12.2K -90 -4%
PL
844
Plancorp LLC
Missouri
$254K -$812 -6 -0.3%
AIM
845
Aspen Investment Management
Michigan
$252K
ZIC
846
ZWJ Investment Counsel
Georgia
$252K
LC
847
LCNB Corp
Ohio
$251K -$4.06K -30 -2%
LNC
848
Lincoln National Corp
Pennsylvania
$250K +$20.6K +152 +9%
GAM
849
Griffin Asset Management
New York
$247K
PL
850
Perpetual Ltd
Australia
$247K

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.