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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
LSAG
826
Lake Street Advisors Group
New Hampshire
$372K -$19K -123 -4%
PCA
827
Peddock Capital Advisors
Massachusetts
$367K
FPCG
828
Fort Pitt Capital Group
Pennsylvania
$364K -$14.4K -93 -4%
PAIM
829
Punch & Associates Investment Management
Minnesota
$363K +$348K +2,251 New
BI
830
Ballast Inc
Kentucky
$360K +$4.8K +31 +1%
CWA
831
Clarus Wealth Advisors
Arizona
$360K +$174K +1,122 +101%
MMHP
832
Murphy Middleton Hinkle & Parker
Georgia
$358K
BCP
833
Berkeley Capital Partners
Georgia
$355K -$4.02K -26 -1%
1SB
834
1ST Source Bank
Indiana
$355K
SC
835
Searle & Co
Connecticut
$353K -$11.6K -75 -3%
RI
836
Ridgewood Investments
New Jersey
$347K -$333K -2,149 -50%
RMC
837
Resources Management Corp
Connecticut
$347K +$332K +2,148 New
ACM
838
AlphaCrest Capital Management
New York
$346K -$1.21M -7,788 -78%
WPW
839
Waldron Private Wealth
Pennsylvania
$346K +$83.6K +540 +34%
CIAS
840
Capital Investment Advisory Services
North Carolina
$342K -$66.2K -428 -17%
WWM
841
Windsor Wealth Management
Indiana
$342K -$23.2K -150 -6%
KA
842
Kovack Advisors
Florida
$340K +$69.9K +452 +27%
FMTC
843
Farmers & Merchants Trust Company
California
$339K
BFM
844
Boston Financial Management
Massachusetts
$339K +$774 +5 +0.2%
MA
845
Mutual Advisors
Nebraska
$336K -$112K -721 -26%
HI
846
Horizon Investments
North Carolina
$332K -$285K -1,840 -47%
JIC
847
Joel Isaacson & Co
New York
$332K -$123K -798 -28%
WA
848
Wambolt & Associates
Colorado
$331K +$4.64K +30 +1%
SFG
849
Summit Financial Group
West Virginia
$330K
KCPG
850
Kavar Capital Partners Group
Kansas
$329K -$77.4K -500 -20%

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.