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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
SO
101
STRS Ohio
Ohio
$57.2M -$6.13M -45,292 -10%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$56.7M +$1.63M +12,087 +3%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$56.6M -$1.84M -13,592 -3%
RCAMU
104
Rothschild & Co Asset Management US
Connecticut
$56.2M -$15.7M -115,911 -22%
Artisan Partners
105
Artisan Partners
Wisconsin
$55.3M +$3.25M +24,054 +6%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$55M +$584K +4,316 +1%
AG
107
Aperio Group
California
$54.9M -$5.35M -39,587 -9%
EWM
108
Evercore Wealth Management
New York
$54.5M -$26K -192 -0%
CGT
109
Capital Guardian Trust
California
$54.3M -$296K -2,191 -0.5%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$54.3M -$77.9M -575,597 -59%
CI
111
Cincinnati Insurance
Ohio
$52.6M
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$52.5M -$668K -4,940 -1%
Federated Hermes
113
Federated Hermes
Pennsylvania
$51.9M +$51.5M +380,641 +4,800%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$51.6M +$19.2M +141,842 +58%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$51.5M -$1.71M -12,632 -3%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$49.9M +$2.15M +15,873 +4%
AQR Capital Management
117
AQR Capital Management
Connecticut
$49.3M -$15.2M -112,651 -23%
First Trust Advisors
118
First Trust Advisors
Illinois
$46.9M +$7.49M +55,391 +19%
NC
119
Nicholas Company
Wisconsin
$45.7M -$1.45M -10,715 -3%
Renaissance Technologies
120
Renaissance Technologies
New York
$44.6M -$125M -923,015 -73%
CAM
121
Cacti Asset Management
Georgia
$44.3M +$94.7K +700 +0.2%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$44M -$6.86M -50,679 -13%
WF
123
Welch & Forbes
Massachusetts
$42.8M +$43.3M +320,359 New
Korea Investment Corp
124
Korea Investment Corp
South Korea
$41.1M -$12.6M -93,291 -23%
JIC
125
Johnson Investment Counsel
Ohio
$39.7M +$3.92M +28,957 +11%

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.