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637 hedge funds and large institutions have $29.2B invested in Chubb in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 255 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 47

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 200

9.42% more ownership

Funds ownership: 115.28%124.71% (+9.4%)

9% more capital invested

Capital invested by funds: $26.9B → $29.2B (+$2.35B)

6% more funds holding

Funds holding: 603637 (+34)

36% less call options, than puts

Call options by funds: $69.4M | Put options by funds: $109M

Holders
637
Holders Change
+34
Holders Change %
+5.64%
% of All Funds
17.78%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.42%
New
84
Increased
255
Reduced
200
Closed
47
Calls
$69.4M
Puts
$109M
Net Calls
-$39.5M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.48B +$434M +4,148,210 +14%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.09B +$314M +3,000,044 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.03B -$2.24M -21,459 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B +$381M +3,646,516 +30%
State Street
5
State Street
Massachusetts
$1.56B +$3.2M +30,623 +0.2%
Franklin Resources
6
Franklin Resources
California
$1.03B +$77M +736,564 +8%
BIT
7
BlackRock Institutional Trust
California
$862M -$13.9M -133,021 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$819M +$9.82M +93,886 +1%
Bank of America
9
Bank of America
North Carolina
$785M +$433M +4,142,762 +120%
Boston Partners
10
Boston Partners
Massachusetts
$642M +$85.1M +814,105 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$505M +$116M +1,113,982 +30%
TCIM
12
TIAA CREF Investment Management
New York
$473M +$10.6M +101,680 +2%
Northern Trust
13
Northern Trust
Illinois
$427M -$9.52M -91,025 -2%
WCM Investment Management
14
WCM Investment Management
California
$385M +$34.8M +332,851 +10%
BFA
15
BlackRock Fund Advisors
California
$380M +$16.6M +159,011 +5%
Ameriprise
16
Ameriprise
Minnesota
$370M +$2.5M +23,946 +0.7%
DSA
17
Davis Selected Advisers
Arizona
$286M -$51.3M -490,233 -15%
Norges Bank
18
Norges Bank
Norway
$273M -$202M -1,927,537 -42%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$263M +$2.16M +20,630 +0.8%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$236M +$63.7M +609,106 +36%
BG
21
BlackRock Group
United Kingdom
$232M -$16.3M -156,276 -7%
AGA
22
Altrinsic Global Advisors
Connecticut
$228M +$64.5M +617,058 +39%
AllianceBernstein
23
AllianceBernstein
Tennessee
$207M +$50.3M +481,281 +32%
Invesco
24
Invesco
Georgia
$204M -$59.2M -566,405 -22%
EVM
25
Eaton Vance Management
Massachusetts
$193M +$78.5M +751,201 +67%

CB Hedge Fund Activity: Q3 2015 in Review

637 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2015, worth a combined $29.2B — up 8.8% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CB positions and 47 closed out — a net gain of 37 holders — while 255 added to existing stakes and 200 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $434M. The largest seller was Citadel Advisors, cutting an estimated $284M.

  • 637 institutional investors held Chubb (CB) as of Q3 2015, up from 603 in Q2 2015.
  • Funds reported $29.2B of Chubb stock for Q3 2015, up 8.8% quarter-over-quarter.
  • 84 funds opened new Chubb positions in Q3 2015 and 47 closed out, a net change of +37 holders.
  • The largest Chubb buyer in Q3 2015 was Wellington Management Group, an estimated $434M added.
  • The largest Chubb seller in Q3 2015 was Citadel Advisors, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2015.