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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
PP
876
PagnatoKarp Partners
Virginia
$213K +$214K +1,585 New
CAG
877
Csenge Advisory Group
Florida
$212K -$94.7K -700 -29%
BCM
878
BTR Capital Management
California
$211K +$213K +1,577 New
PCG
879
Private Capital Group
Connecticut
$210K -$46.1K -341 -18%
MWM
880
Mission Wealth Management
California
$209K -$18.1K -134 -8%
Edgewood Management
881
Edgewood Management
Connecticut
$209K -$16.2K -120 -7%
LYV
882
Live Your Vision
Pennsylvania
$209K
Credit Agricole
883
Credit Agricole
France
$207K
WPW
884
Waldron Private Wealth
Pennsylvania
$207K +$210K +1,551 New
RGC
885
Roberts, Glore & Co
Illinois
$206K +$209K +1,545 New
DBT
886
Dubuque Bank & Trust
Iowa
$205K -$2.3K -17 -1%
TTWM
887
TCV Trust & Wealth Management
Virginia
$205K +$208K +1,535 New
Jane Street
888
Jane Street
New York
$204K -$9.1M -67,287 -98%
LIC
889
Lodestar Investment Counsel
Illinois
$203K +$206K +1,520 New
BFM
890
Boothbay Fund Management
New York
$200K +$203K +1,500 New
Lazard Asset Management
891
Lazard Asset Management
New York
$198K -$10K -74 -5%
DSI
892
Daiwa SB Investments
Japan
$198K +$200K +1,480 New
AF
893
Allworth Financial
California
$194K -$1.08K -8 -0.5%
SIAS
894
Shine Investment Advisory Services
Colorado
$192K
LWM
895
Lenox Wealth Management
Ohio
$191K -$11.9K -88 -6%
OFW
896
Omnia Family Wealth
Florida
$187K -$15.3K -113 -7%
HCC
897
Hirtle Callaghan & Co
Pennsylvania
$187K
IFAM
898
Institutional & Family Asset Management
Colorado
$175K -$3.11K -23 -2%
GLI
899
Guardian Life Insurance
New York
$175K +$2.57K +19 +1%
FGAM
900
Financial Gravity Asset Management
Texas
$174K +$18.4K +136 +11%

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.