Chubb
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.
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: 13 → 17 (+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: 1,053 → 1,071 (+18)
14% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 422
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.14B |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$574M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$478M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$229M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$820M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$303M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$219M |
| 4 |
Renaissance Technologies
New York
|
-$125M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$77.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LF
1126
Lee Financial
Dallas,
Texas
| – | -$12K | -91 | Closed |
|
|
CFC
1127
Coyle Financial Counsel
Glenview,
Illinois
| – | -$9K | -70 | Closed |
|
|
JFA
1128
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7K | -56 | Closed |
|
|
CAM
1129
ClariVest Asset Management
San Diego,
California
| – | -$4K | -28 | Closed |
|
|
CA
1130
Centerpoint Advisors
Needham,
Massachusetts
| – | -$3K | -27 | Closed |
|
|
CFN
1131
Cordasco Financial Network
Naples,
Florida
| – | -$3K | -25 | Closed |
|
|
CPA
1132
Clear Perspective Advisors
Aurora,
Illinois
| – | -$3K | -23 | Closed |
|
|
AIS
1133
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$2K | -16 | Closed |
|
1134
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -10 | Closed |
|
|
NIM
1135
NuWave Investment Management
Parsippany,
New Jersey
| – | -$1K | -8 | Closed |
|
|
RA
1136
Rational Advisors
Huntington,
New York
| – | -$1K | -8 | Closed |
|
|
GWS
1137
Glassman Wealth Services
Vienna,
Virginia
| – | -$947 | -7 | -78% |
|
|
SWMG
1138
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$1K | -4 | 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.