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536 hedge funds and large institutions have $28.9B invested in Chubb in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 212 increasing their positions, 186 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $24.8B → $28.9B (+$4.05B)

14% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 186

4% more funds holding

Funds holding: 514536 (+22)

3.23% more ownership

Funds ownership: 107.56%110.79% (+3.2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less call options, than puts

Call options by funds: $73M | Put options by funds: $92.9M

Holders
536
Holders Change
+22
Holders Change %
+4.28%
% of All Funds
17.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.32%
New
57
Increased
212
Reduced
186
Closed
28
Calls
$73M
Puts
$92.9M
Net Calls
-$19.9M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$9.85M -$388K -4,242 -4%
QIM
177
Quest Investment Management
Oregon
$9.82M -$9.75M -106,692 -50%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$9.59M -$267K -2,920 -3%
AG
179
Aperio Group
California
$9.56M +$747K +8,173 +9%
IG
180
ING Group
Netherlands
$9.5M +$5.31M +58,102 +134%
Lazard Asset Management
181
Lazard Asset Management
New York
$9.38M +$1.7M +18,645 +23%
FAF
182
Fjarde Ap-fonden
Sweden
$9.32M -$712K -7,785 -7%
SCM
183
Stevens Capital Management
Pennsylvania
$9.25M +$9.04M +98,847 New
USAA
184
United Services Automobile Association
Texas
$9.02M +$567K +6,205 +7%
KA
185
Kerrisdale Advisers
Florida
$8.99M +$7.71M +84,390 +719%
RJA
186
Raymond James & Associates
Florida
$8.92M -$1.07M -11,717 -11%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$8.89M -$155K -1,700 -2%
QAM
188
QCI Asset Management
New York
$8.83M +$32.9K +360 +0.4%
ProShare Advisors
189
ProShare Advisors
Maryland
$8.82M -$1.24M -13,551 -13%
FCBT
190
First Citizens Bank & Trust
North Carolina
$8.81M +$327K +3,573 +4%
LSV Asset Management
191
LSV Asset Management
Illinois
$8.74M +$686K +7,500 +9%
GA
192
Geneva Advisors
Illinois
$8.72M +$771K +8,436 +10%
Aviva
193
Aviva
United Kingdom
$8.68M +$2.65M +28,959 +45%
Grantham, Mayo, Van Otterloo & Co (GMO)
194
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.49M -$1.25M -13,700 -13%
EIM
195
ExxonMobil Investment Management
Texas
$8.46M -$375K -4,102 -4%
SCA
196
SAC Capital Advisors
Connecticut
$8.33M +$8.14M +89,045 New
GC
197
Gratry & Company
Ohio
$8.12M +$63.6K +696 +0.8%
WT
198
Wilmington Trust
Delaware
$8M -$77.1K -843 -1%
CC
199
Curian Capital
Colorado
$7.62M +$790K +8,644 +12%
WT
200
Whittier Trust
California
$7.59M +$30.9K +338 +0.4%

CB Hedge Fund Activity: Q3 2013 in Review

536 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2013, worth a combined $28.9B — up 16% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CB positions and 28 closed out — a net gain of 29 holders — while 212 added to existing stakes and 186 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $130M. The largest seller was Adage Capital Partners, cutting an estimated $55.2M.

  • 536 institutional investors held Chubb (CB) as of Q3 2013, up from 514 in Q2 2013.
  • Funds reported $28.9B of Chubb stock for Q3 2013, up 16% quarter-over-quarter.
  • 57 funds opened new Chubb positions in Q3 2013 and 28 closed out, a net change of +29 holders.
  • The largest Chubb buyer in Q3 2013 was Edge Asset Management, an estimated $130M added.
  • The largest Chubb seller in Q3 2013 was Adage Capital Partners, an estimated $55.2M sold.

Based on aggregated 13F filings for Q3 2013.