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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
HGWM
1051
Harvest Group Wealth Management
Massachusetts
$43K
ADL
1052
Asset Dedication LLC
California
$41K +$39.8K +257 New
SFG
1053
Sage Financial Group
Pennsylvania
$40K
AIM
1054
Arcadia Investment Management
Michigan
$39K
MAM
1055
Marquette Asset Management
Minnesota
$38K
BAM
1056
Barrett Asset Management
New York
$36K +$35K +226 New
RWML
1057
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$35.8K +$34.4K +222 New
POIA
1058
Pin Oak Investment Advisors
Texas
$35K
KFS
1059
Kelly Financial Services
Massachusetts
$34.2K +$155 +1 +0.5%
DOA
1060
D'Orazio & Associates
Virginia
$34K +$32.2K +208 New
AWMS
1061
Advocacy Wealth Management Services
Georgia
$32K -$3.71K -24 -11%
IRC
1062
Investors Research Corp
Georgia
$32K +$22K +142 +249%
GTAM
1063
Global Trust Asset Management
Florida
$31K
MCM
1064
McMillion Capital Management
North Carolina
$30K
LWM
1065
Liberty Wealth Management
California
$30K +$18.6K +120 +176%
GWS
1066
Glassman Wealth Services
Virginia
$29K
OSNBOA
1067
Old Second National Bank of Aurora
Illinois
$29K
JFA
1068
JNBA Financial Advisors
Minnesota
$28K -$1.24K -8 -4%
CH
1069
Canton Hathaway
Rhode Island
$28K
PO
1070
Private Ocean
California
$27K
LFG
1071
Larson Financial Group
Missouri
$26K +$25.4K +164 New
CCM
1072
Cribstone Capital Management
Maine
$25K -$21.2K -137 -47%
BWM
1073
Baystate Wealth Management
Massachusetts
$25K +$155 +1 +0.7%
HWM
1074
Holloway Wealth Management
Florida
$24K
AP
1075
Atwood & Palmer
Missouri
$21K

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.