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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
BCM
901
BTR Capital Management
California
$267K
GIA
902
GHP Investment Advisors
Colorado
$265K
LCM
903
Leisure Capital Management
California
$262K
MFG
904
Magnus Financial Group
New York
$262K
PP
905
PagnatoKarp Partners
Virginia
$261K -$31.7K -205 -11%
JFL
906
Jarislowsky, Fraser Ltd
Quebec, Canada
$260K +$250K +1,616 New
BOH
907
Bank of Hawaii
Hawaii
$259K -$11.3K -73 -4%
OIA
908
OneDigital Investment Advisors
Kansas
$259K +$248K +1,602 New
ERIM
909
Eagle Ridge Investment Management
Connecticut
$258K
LWM
910
Lenox Wealth Management
Ohio
$258K +$8.2K +53 +3%
MFW
911
Mosaic Family Wealth
Missouri
$257K +$14.5K +94 +6%
HPC
912
HM Payson & Co
Maine
$253K -$39.9K -258 -14%
PCG
913
Private Capital Group
Connecticut
$253K -$33.1K -214 -12%
GIA
914
Gladstone Institutional Advisory
Florida
$253K +$5.11K +33 +2%
Edgewood Management
915
Edgewood Management
Connecticut
$252K
Credit Agricole
916
Credit Agricole
France
$250K
TP
917
Tranquility Partners
Tennessee
$249K
CSIC
918
Clifford Swan Investment Counsel
California
$248K
BAS
919
Brown Advisory Securities
Maryland
$247K -$155 -1 -0.1%
CAG
920
Csenge Advisory Group
Florida
$245K +$21.4K +138 +10%
NPT
921
Nixon Peabody Trust
Massachusetts
$244K
AF
922
Allworth Financial
California
$243K
GA
923
Geller Advisors
New York
$243K +$232K +1,497 New
AUB
924
Atlantic Union Bankshares
Virginia
$242K
SAM
925
Steinberg Asset Management
New York
$242K

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.