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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
CMO
951
Covenant Multifamily Offices
Texas
$220K +$211K +1,363 New
EMG
952
ETF Managers Group
New Jersey
$219K -$6.5K -42 -3%
WIA
953
Wealthstreet Investment Advisors
Texas
$219K
GLI
954
Guardian Life Insurance
New York
$219K +$4.95K +32 +2%
PL
955
Perpetual Ltd
Australia
$218K -$77.4K -500 -27%
SIM
956
SSI Investment Management
California
$213K +$204K +1,320 New
CAG
957
Crestwood Advisors Group
Massachusetts
$209K +$200K +1,294 New
WGA
958
Weather Gauge Advisory
Virginia
$209K +$201K +1,297 New
BWP
959
Bernardo Wealth Planning
Pennsylvania
$209K +$201K +1,299 New
FSC
960
Full Sail Capital
Oklahoma
$208K -$24.8K -160 -10%
CL
961
Choreo LLC
Illinois
$208K -$11.3K -73 -5%
BG
962
Bollard Group
Massachusetts
$208K
BW
963
Bison Wealth
Georgia
$208K +$200K +1,291 New
FCB
964
First Command Bank
Texas
$207K
FCFS
965
First Command Financial Services
Texas
$207K
OC
966
Oakworth Capital
Alabama
$205K -$48.9K -316 -20%
CFG
967
Citizens Financial Group
Rhode Island
$204K -$88.3K -571 -31%
SIAS
968
Shine Investment Advisory Services
Colorado
$204K
ACM
969
AUA Capital Management
Pennsylvania
$202K
MIC
970
Means Investment Company
Maine
$202K +$212K +1,370 New
KP
971
Keel Point
Alabama
$201K +$193K +1,246 New
VV
972
Verity & Verity
South Carolina
$201K +$198K +1,280 New
MAM
973
Meeder Asset Management
Ohio
$200K -$10.4K -67 -5%
RIA
974
Realta Investment Advisors
Delaware
$200K +$194K +1,253 New
CFGS
975
Concourse Financial Group Securities
Alabama
$198K -$281K -1,817 -60%

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.