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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
AIC
1001
Ameritas Investment Company
Nebraska
$121K +$116K +751 New
CIA
1002
CSat Investment Advisory
Michigan
$119K +$13.8K +89 +14%
EIM
1003
Essex Investment Management
Massachusetts
$118K
MCM
1004
Manchester Capital Management
Vermont
$118K
TC
1005
Truvestments Capital
Florida
$117K
WEC
1006
Winslow Evans & Crocker
Massachusetts
$114K -$6.81K -44 -6%
PB
1007
Pinnacle Bancorp
Nebraska
$114K +$5.42K +35 +5%
PFO
1008
Pathstone Family Office
New Jersey
$111K -$650K -4,199 -86%
SWA
1009
Sutton Wealth Advisors
Florida
$108K
DWA
1010
Dougherty Wealth Advisers
Minnesota
$107K
HCM
1011
Hilton Capital Management
New York
$104K -$69.5K -449 -41%
CFA
1012
Carroll Financial Associates
North Carolina
$103K -$2.79K -18 -3%
PCM
1013
Princeton Capital Management
New Jersey
$103K
DAM
1014
Delta Asset Management
Tennessee
$103K +$5.11K +33 +5%
BFC
1015
Bedel Financial Consulting
Indiana
$102K
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$102K +$98.1K +634 New
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$100K +$9.28K +60 +11%
MA
1018
MCF Advisors
Kentucky
$98K
CHC
1019
City Holding Co
West Virginia
$97K -$6.96K -45 -7%
ZB
1020
Zions Bancorporation
Utah
$97K
NFG
1021
Next Financial Group
Texas
$95K -$2.17K -14 -2%
ONST
1022
Old North State Trust
North Carolina
$92K -$46.4K -300 -35%
TWA
1023
TCI Wealth Advisors
Arizona
$85K -$2.63K -17 -3%
GT
1024
Glenmede Trust
Pennsylvania
$83.7K -$889K -5,748 -1%
BWP
1025
Baldwin Wealth Partners
Massachusetts
$79K -$690K -4,459 -90%

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.