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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
GEA
901
Glen Eagle Advisors
New Jersey
$172K
FFC
902
First Financial Corp
Indiana
$170K
TL
903
TrueWealth LLC
Georgia
$168K +$3.92K +29 +2%
ACM
904
AUA Capital Management
Pennsylvania
$167K
BG
905
Bollard Group
Massachusetts
$162K
FPS
906
Fieldpoint Private Securities
Connecticut
$161K
NSB
907
Norway Savings Bank
Maine
$161K
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K
KA
909
Kaizen Advisory
Illinois
$155K
MFW
910
Mosaic Family Wealth
Missouri
$155K +$45K +333 +38%
DWM
911
Destination Wealth Management
California
$151K
DSC
912
Duncker Streett & Co
Missouri
$149K
HCM
913
Hilton Capital Management
New York
$148K +$24.3K +180 +19%
M
914
MOTCO
Texas
$146K +$15.7K +116 +12%
CWA
915
Clarus Wealth Advisors
Arizona
$141K +$30.6K +226 +27%
EWM
916
Edge Wealth Management
New York
$140K
TNBTD
917
Trustmark National Bank Trust Department
Mississippi
$138K +$140K +1,033 New
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$132K -$9.2K -68 -6%
EWM
919
Endurance Wealth Management
Rhode Island
$131K
WPA
920
West Paces Advisors
Georgia
$127K -$18.9K -140 -13%
ME
921
McIlrath & Eck
Washington
$118K +$115K +851 +2,837%
ONST
922
Old North State Trust
North Carolina
$117K +$119K +879 New
LA
923
Legacy Advisors
Pennsylvania
$115K +$109K +806 +1,612%
CT
924
Clearstead Trust
Maine
$113K +$6.09K +45 +6%
APP
925
Avantax Planning Partners
Iowa
$113K +$115K +849 New

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.