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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
PI
201
Putnam Investments
Massachusetts
$15.1M +$21.8K +161 +0.1%
ProShare Advisors
202
ProShare Advisors
Maryland
$15.1M -$2.88M -21,276 -16%
PSUF
203
People's United Financial
Connecticut
$15M -$218K -1,614 -1%
BAM
204
Berkshire Asset Management
Pennsylvania
$14.7M +$723K +5,346 +5%
Millennium Management
205
Millennium Management
New York
$14.7M -$14.5M -107,291 -49%
SCM
206
SKBA Capital Management
California
$14.6M -$13.5K -100 -0.1%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$14.6M -$1.68M -12,384 -10%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$14.5M -$1.65M -12,164 -10%
OAM
209
Oppenheimer Asset Management
New York
$14.4M -$601K -4,444 -4%
AFG
210
American Financial Group
Ohio
$14.1M
QAM
211
QCI Asset Management
New York
$13.9M +$226K +1,670 +2%
TPSF
212
Texas Permanent School Fund
Texas
$13.9M -$1.31M -9,671 -9%
State of Tennessee, Department of Treasury
213
State of Tennessee, Department of Treasury
Tennessee
$13.8M -$1.17M -8,647 -8%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$13.6M -$26.1M -192,904 -66%
WB
215
WesBanco Bank
West Virginia
$13.6M -$2.04M -15,088 -13%
DJSG
216
D.J. St. Germain
Massachusetts
$13.4M +$542K +4,007 +4%
AIA
217
Avalon Investment & Advisory
Texas
$12.9M -$69.9K -517 -0.5%
TIP
218
Torray Investment Partners
Maryland
$12.9M -$27.3K -202 -0.2%
KFS
219
Kurt F. Somerville
$12.7M +$439K +3,244 +4%
SLAM
220
Swiss Life Asset Management
$12.7M -$431K -3,190 -3%
WJA
221
Williams Jones & Associates
New York
$12.5M -$230K -1,701 -2%
FT
222
Fiduciary Trust
Massachusetts
$12.4M -$311K -2,300 -2%
SCA
223
Stillwater Capital Advisors
Pennsylvania
$12.3M +$111K +824 +0.9%
William Blair & Company
224
William Blair & Company
Illinois
$12.3M -$667K -4,930 -5%
ZIG
225
Zurich Insurance Group
Switzerland
$12.2M +$1.98M +14,637 +19%

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.