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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
SWA
976
Sutton Wealth Advisors
Florida
$36.5K
SMG
977
Spectrum Management Group
Indiana
$36K
CJA
978
C-J Advisory
California
$35K -$5.28K -39 -13%
PFO
979
Pathstone Family Office
New Jersey
$33K
SFG
980
Sage Financial Group
Pennsylvania
$33K
NL
981
NVWM LLC
Pennsylvania
$32K -$6.36K -47 -16%
AIM
982
Arcadia Investment Management
Michigan
$32K
BAM
983
Bruderman Asset Management
New York
$32K
AWMS
984
Advocacy Wealth Management Services
Georgia
$30K
TDC
985
Thompson Davis & Co
Virginia
$30K
AP
986
Atwood & Palmer
Missouri
$28K
CBT
987
Central Bank & Trust
Kentucky
$28K +$1.49K +11 +6%
TFS
988
TrustCore Financial Services
Tennessee
$28K +$8.12K +60 +39%
CA
989
Crewe Advisors
Utah
$27K -$37.9K -280 -58%
PGWM
990
Parisi Gray Wealth Management
New Jersey
$27K
AWM
991
Aevitas Wealth Management
Massachusetts
$27K +$135 +1 +0.5%
GTAM
992
Global Trust Asset Management
Florida
$26K
OSNBOA
993
Old Second National Bank of Aurora
Illinois
$24K
HT
994
Heritage Trust
Oklahoma
$23K -$2.44K -18 -10%
SFM
995
Signet Financial Management
New Jersey
$21K
QCIG
996
Quad-Cities Investment Group
Iowa
$21K +$135 +1 +0.6%
VCM
997
Versant Capital Management
Arizona
$20K -$947 -7 -4%
FIB
998
First Interstate Bank
Montana
$19K
FCB
999
First Command Bank
Texas
$18K
FCFS
1000
First Command Financial Services
Texas
$18K

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.