We are live on ! Find out more

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
TWA
951
TCI Wealth Advisors
Arizona
$74K -$2.98K -22 -4%
PCM
952
Princeton Capital Management
New Jersey
$72K
SMFS
953
Squar Milner Financial Services
California
$72K +$5.82K +43 +9%
TG
954
TLP Group
Illinois
$71K +$24.8K +183 +52%
JWA
955
JFS Wealth Advisors
Pennsylvania
$69K -$5.68K -42 -8%
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$67K -$30.4K -225 -31%
ZB
957
Zions Bancorporation
Utah
$67K +$1.35K +10 +2%
CAL
958
Capital Advisors Ltd
Ohio
$65K +$66K +488 New
TA
959
Townsend & Associates
Colorado
$64K +$406 +3 +0.6%
RMC
960
Resources Management Corp
Connecticut
$64K +$65.1K +481 New
HDIM
961
Hanson & Doremus Investment Management
Vermont
$62K
CFA
962
Carroll Financial Associates
North Carolina
$59K +$1.62K +12 +3%
BWM
963
Baystate Wealth Management
Massachusetts
$55K +$34.8K +257 +165%
BDWM
964
Brewin Dolphin Wealth Management
Ireland
$49K
PCP
965
Proficio Capital Partners
Massachusetts
$46K +$10.4K +77 +29%
Acadian Asset Management
966
Acadian Asset Management
Massachusetts
$45K
CFGS
967
Concourse Financial Group Securities
Alabama
$44K +$44.1K +326 New
AA
968
Ancora Advisors
Ohio
$43K +$43.3K +320 New
PFSC
969
Peoples Financial Services Corp
Pennsylvania
$42K
ADL
970
Asset Dedication LLC
California
$40K -$64.7K -478 -62%
FMB
971
Field & Main Bank
Kentucky
$40K
TIM
972
Tortoise Investment Management
New York
$40K
HWM
973
Holloway Wealth Management
Florida
$39K
SFPIA
974
Stevens First Principles Investment Advisors
California
$38K
GCM
975
Gables Capital Management
Florida
$37K

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.