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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
TFA
1051
Transamerica Financial Advisors
Florida
$3K -$1.22K -9 -33%
HIM
1052
Hillsdale Investment Management
Ontario, Canada
$3K
MIM
1053
Macroview Investment Management
Maryland
$3K
MCM
1054
Mainstay Capital Management
Michigan
$3K
CIA
1055
CSat Investment Advisory
Michigan
$3K +$135 +1 +5%
EWM
1056
Elmwood Wealth Management
California
$2.67K
CFD
1057
Creative Financial Designs
Indiana
$2K
WEC
1058
Winslow Evans & Crocker
Massachusetts
$2K
KF
1059
Krilogy Financial
Missouri
$2K +$1.62K +12 New
PAMG
1060
Patton Albertson Miller Group
Tennessee
$2K +$2.44K +18 New
MUAMU
1061
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.58K -$947K -7,000 -37%
MWM
1062
MinichMacGregor Wealth Management
New York
$1K -$1.49K -11 -42%
CS
1063
Candriam SCA
Luxembourg
$1K
GWA
1064
Guidant Wealth Advisors
Illinois
$1K
NC
1065
NewSquare Capital
Pennsylvania
$1K
NFG
1066
Next Financial Group
Texas
$1K +$541 +4 New
CIR
1067
Clear Investment Research
Georgia
$1K +$812 +6 New
PHK
1068
Point72 Hong Kong
Hong Kong
$1K +$812 +6 New
SIS
1069
Sound Income Strategies
Florida
$1K +$812 +6 New
CF
1070
Centaurus Financial
California
$225 -$304K -2,250 -100%
FRA
1071
Front Row Advisors
California
$32 +$2.71K +20 +9%
Capital Research Global Investors
1072
Capital Research Global Investors
California
-$303M -2,382,011 Closed
Voloridge Investment Management
1073
Voloridge Investment Management
Florida
-$28.2M -222,364 Closed
Royal London Asset Management
1074
Royal London Asset Management
United Kingdom
-$24.7M -194,584 Closed
IG
1075
ING Group
Netherlands
-$6.33M -49,877 Closed

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.