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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
PCM
1176
Prelude Capital Management
New York
-$222K -1,432 Closed
CG
1177
Cynosure Group
Utah
-$207K -1,402 Closed
SFG
1178
SevenBridge Financial Group
Pennsylvania
-$205K -1,390 Closed
MWM
1179
Modera Wealth Management
New Jersey
-$200K -1,361 Closed
DWM
1180
Destination Wealth Management
California
-$166K -1,127 Closed
DSC
1181
Duncker Streett & Co
Missouri
-$164K -1,113 Closed
TNBTD
1182
Trustmark National Bank Trust Department
Mississippi
-$149K -1,013 Closed
W
1183
WealthStone
Ohio
-$120K -814 Closed
MWC
1184
MKD Wealth Coaches
Michigan
-$23K -781 Closed
AIP
1185
Almanack Investment Partners
Pennsylvania
-$107K -725 Closed
HCM
1186
HMS Capital Management
Tennessee
-$103K -700 Closed
PCP
1187
Proficio Capital Partners
Massachusetts
-$96K -654 Closed
AS
1188
Altshuler Shaham
Israel
-$90K -607 Closed
SMFS
1189
Squar Milner Financial Services
California
-$84K -569 Closed
LA
1190
Legacy Advisors
Pennsylvania
-$78K -530 Closed
RWA
1191
Redhawk Wealth Advisors
Minnesota
-$73K -496 Closed
FMB
1192
Field & Main Bank
Kentucky
-$44K -300 Closed
MAU
1193
MRA Associates USA
Arizona
-$33.1K -225 Closed
BCI
1194
Brinker Capital Investments
Pennsylvania
-$32K -216 Closed
MWM
1195
Meridian Wealth Management
Kentucky
-$279 -189 Closed
AC
1196
Avestar Capital
New York
-$22K -175 Closed
EWM
1197
Executive Wealth Management
Michigan
-$21K -142 Closed
BEI
1198
Benjamin Edwards Inc
Missouri
-$6K -44 Closed
AA
1199
AlphaMark Advisors
Kentucky
-$6K -39 Closed
MWM
1200
Mascoma Wealth Management
New Hampshire
-$4K -29 Closed

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.