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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
MSA
926
Marino Stram & Associates
Massachusetts
$110K -$13K -96 -10%
EMG
927
ETF Managers Group
New Jersey
$110K +$111K +823 New
FWM
928
Focused Wealth Management
New York
$107K
EA
929
Elm Advisors
California
$103K +$104K +768 New
BAM
930
Belpointe Asset Management
Nevada
$100K +$101K +747 New
ACA
931
Atlas Capital Advisors
Wyoming
$98.6K
MCM
932
Manchester Capital Management
Vermont
$98K
HCM
933
Highlander Capital Management
New Jersey
$95K +$67.6K +500 +235%
WSTAM
934
Wilbanks Smith & Thomas Asset Management
Virginia
$94K +$95.9K +709 New
GWM
935
Geneos Wealth Management
Colorado
$88K +$40.2K +297 +91%
CHP
936
Cable Hill Partners
Oregon
$86K
CHC
937
City Holding Co
West Virginia
$86K
RMAM
938
Raab & Moskowitz Asset Management
New Jersey
$85K +$86.3K +638 New
AssetMark Inc
939
AssetMark Inc
California
$84K -$5K -37 -6%
MFBTD
940
MB Financial Bank - Trust Department
Illinois
$84K
PMFA
941
Plante Moran Financial Advisors
Michigan
$82K -$3.11K -23 -4%
MA
942
MCF Advisors
Kentucky
$81K
DAM
943
Delta Asset Management
Tennessee
$80K +$3.38K +25 +4%
BFC
944
Bedel Financial Consulting
Indiana
$79K -$40.6K -300 -32%
LFA
945
Legacy Financial Advisors
Kentucky
$78K -$7.44K -55 -9%
WA
946
WealthTrust-Arizona
Arizona
$77K -$541 -4 -0.7%
SC
947
Sawyer & Company
Massachusetts
$77K
EFSCE
948
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$3.65K -27 -5%
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$75K
TPWA
950
TRUE Private Wealth Advisors
Oregon
$75K -$302K -2,230 -80%

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.