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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
RCAG
851
Rehmann Capital Advisory Group
Michigan
$246K +$12K +89 +5%
CC
852
Courier Capital
New York
$245K -$2.84K -21 -1%
SCM
853
Stonebridge Capital Management
California
$244K
CPIG
854
Chicago Partners Investment Group
Illinois
$244K +$49.4K +365 +23%
CSIC
855
Clifford Swan Investment Counsel
California
$243K
JT
856
Jump Trading
Illinois
$243K +$246K +1,819 New
EB
857
Eastern Bank
Massachusetts
$240K -$9.33K -69 -4%
SIG
858
Sky Investment Group
Connecticut
$240K
PIA
859
Pinion Investment Advisors
Kansas
$239K +$18.3K +135 +8%
WWM
860
Willingdon Wealth Management
North Carolina
$236K +$3.65K +27 +2%
CL
861
CPWM LLC
Washington
$235K +$10.8K +80 +5%
SPC
862
Sigma Planning Corp
Michigan
$234K -$678K -5,009 -74%
DI
863
Diligent Investors
California
$230K
SAM
864
Steinberg Asset Management
New York
$227K
TBA
865
Tower Bridge Advisors
Pennsylvania
$226K -$25.4K -188 -10%
TC
866
Truvestments Capital
Florida
$226K
CT
867
Cambridge Trust
Massachusetts
$223K +$226K +1,669 New
AWM
868
AE Wealth Management
Kansas
$222K +$225K +1,661 New
CWM
869
Cornerstone Wealth Management
Missouri
$222K +$270K +1,996 +7%
BMO
870
Beck Mack & Oliver
New York
$219K
AIM
871
Assured Investment Management
New York
$219K +$222K +1,638 New
ST
872
Smithfield Trust
Pennsylvania
$218K -$14.5K -107 -6%
SM
873
Salzhauer Michael
$218K
SFG
874
SevenBridge Financial Group
Pennsylvania
$215K -$15K -111 -6%
ERIM
875
Eagle Ridge Investment Management
Connecticut
$214K

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.