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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
BWA
1001
Burt Wealth Advisors
Maryland
$16K
DPA
1002
Delphi Private Advisors
California
$16K
AC
1003
Avestar Capital
New York
$15K -$3.11K -23 -14%
AWM
1004
AllSquare Wealth Management
New York
$15K
FC
1005
Ferris Capital
Massachusetts
$14K -$1.08K -8 -7%
POIA
1006
Pin Oak Investment Advisors
Texas
$14K
VIMU
1007
Veritas Investment Management (UK)
United Kingdom
$14K
ICM
1008
IMS Capital Management
Oregon
$14K +$14.5K +107 New
AIM
1009
Anchor Investment Management
South Carolina
$13.6K
BCA
1010
Bray Capital Advisors
Florida
$13K
MFT
1011
Moisand Fitzgerald Tamayo
Florida
$13K
RBC
1012
Roble Belko & Company
Pennsylvania
$13K
TFO
1013
Tarbox Family Office
California
$13K +$1.89K +14 +16%
BWA
1014
BDO Wealth Advisors
Florida
$12K
LWA
1015
Lenox Wealth Advisors
New York
$11K -$2.16K -16 -16%
SGAM
1016
Smith Group Asset Management
Texas
$11K -$1.35K -10 -11%
HR
1017
Howe & Rusling
New York
$11K -$406 -3 -4%
KL
1018
KWMG LLC
Kansas
$11K
MCA
1019
Mercer Capital Advisers
New Jersey
$11K
AIL
1020
AGF Investments LLC
Ontario, Canada
$11K +$5.55K +41 +100%
TWMP
1021
Taylor Wealth Management Partners
Massachusetts
$11K +$11.5K +85 New
WIM
1022
Westside Investment Management
California
$10.1K
RFM
1023
Royal Fund Management
Florida
$10K -$3.11K -23 -22%
THWM
1024
Taylor Hoffman Wealth Management
Virginia
$10K
NSIM
1025
North Star Investment Management
Illinois
$10K +$3.25K +24 +45%

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.