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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.98B +$56.5M +417,887 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.07B +$136M +1,005,727 +3%
BlackRock
3
BlackRock
New York
$4.06B +$87.5K +647 +0%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.16B +$229M +1,696,310 +8%
State Street
5
State Street
Massachusetts
$2.86B +$101M +745,871 +4%
Capital International Investors
6
Capital International Investors
California
$2.38B +$1.14B +8,430,416 +90%
Capital World Investors
7
Capital World Investors
California
$2.01B -$820M -6,058,933 -29%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.82B -$27.7M -204,424 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.69B -$219M -1,620,841 -11%
Bank of America
10
Bank of America
North Carolina
$1.4B +$40.4M +298,560 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$900M +$8.61M +63,629 +1%
WCM Investment Management
12
WCM Investment Management
California
$896M +$34M +251,602 +4%
Franklin Resources
13
Franklin Resources
California
$755M +$114M +846,176 +18%
Boston Partners
14
Boston Partners
Massachusetts
$709M +$2.44M +18,022 +0.3%
Wells Fargo
15
Wells Fargo
California
$703M -$5.05M -37,331 -0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$700M +$20M +148,193 +3%
Northern Trust
17
Northern Trust
Illinois
$690M -$4.55M -33,662 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$664M +$26M +192,077 +4%
American Century Companies
19
American Century Companies
Missouri
$601M -$15.6M -115,209 -2%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$567M +$574M +4,243,679 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$561M -$5.59M -41,346 -1%
Ameriprise
22
Ameriprise
Minnesota
$528M -$2.81M -20,789 -0.7%
UBS Group
23
UBS Group
Switzerland
$507M +$11.5M +84,938 +2%
FMI
24
Fiduciary Management Inc
Wisconsin
$472M +$478M +3,531,865 New
Norges Bank
25
Norges Bank
Norway
$448M -$49.6M -366,991 -10%

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.