Chubb
1,107 hedge funds and large institutions have $58.6B invested in Chubb in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 442 reducing their positions, and 69 closing their positions.
90% more call options, than puts
Call options by funds: $114M | Put options by funds: $60M
54% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 69
11% more capital invested
Capital invested by funds: $52.6B → $58.6B (+$6B)
2.91% more ownership
Funds ownership: 88.43% → 91.34% (+2.9%)
2% more funds holding
Funds holding: 1,083 → 1,107 (+24)
14% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 442
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$937M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$488M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$205M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$144M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$176M |
| 2 |
Neuberger Berman Group
New York
|
-$141M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$110M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$102M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$76.5M |
CB Hedge Fund Activity: Q1 2019 in Review
1,107 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2019, worth a combined $58.6B — up 11% from $52.6B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new CB positions and 69 closed out — a net gain of 37 holders — while 382 added to existing stakes and 442 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $937M. The largest seller was Wellington Management Group, cutting an estimated $176M.
- 1,107 institutional investors held Chubb (CB) as of Q1 2019, up from 1,083 in Q4 2018.
- Funds reported $58.6B of Chubb stock for Q1 2019, up 11% quarter-over-quarter.
- 106 funds opened new Chubb positions in Q1 2019 and 69 closed out, a net change of +37 holders.
- The largest Chubb buyer in Q1 2019 was WCM Investment Management, an estimated $937M added.
- The largest Chubb seller in Q1 2019 was Wellington Management Group, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2019.