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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
FA
926
FCG Advisors
New Jersey
$241K
HPWM
927
Highland Private Wealth Management
Washington
$241K +$231K +1,491 New
LC
928
LCNB Corp
Ohio
$240K
ST
929
Sageworth Trust
Pennsylvania
$239K -$78.3K -506 -26%
AHB
930
Abner Herrman & Brock
New Jersey
$239K -$36.2K -234 -14%
HR
931
Hayden Royal
North Carolina
$239K +$229K +1,479 New
RCA
932
Ranch Capital Advisors
Florida
$239K +$229K +1,481 New
FANJ
933
Financial Architects (New Jersey)
New Jersey
$238K
MIH
934
Meitav Investment House
Israel
$238K
BUB
935
BBVA USA Bancshares
Texas
$237K +$227K +1,470 New
AWM
936
Altium Wealth Management
New York
$235K +$2.32K +15 +1%
TBA
937
Tower Bridge Advisors
Pennsylvania
$235K -$3.87K -25 -2%
IG
938
ING Group
Netherlands
$233K -$8.53M -55,151 -97%
HFP
939
Holistic Financial Partners
Indiana
$232K +$221K +1,427 New
FSA
940
Franklin Street Advisors
North Carolina
$231K +$222K +1,432 New
S
941
Surevest
California
$228K -$111K -716 -34%
ACI
942
Alpha Cubed Investments
California
$227K -$46.4K -300 -18%
NG
943
Northstar Group
New York
$227K
BWAM
944
Boyd Watterson Asset Management
Ohio
$225K -$101K -650 -32%
OBGC
945
O'Brien Greene & Co
Pennsylvania
$224K -$30.9K -200 -13%
SPC
946
Sigma Planning Corp
Michigan
$224K -$18.7K -121 -8%
EH
947
Employers Holdings
Nevada
$224K +$215K +1,390 New
Lazard Asset Management
948
Lazard Asset Management
New York
$223K -$15.5K -100 -7%
OFW
949
Omnia Family Wealth
Florida
$223K
RT
950
Rockland Trust
Massachusetts
$220K -$11.8M -76,514 -98%

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.