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1,134 hedge funds and large institutions have $66.5B invested in Chubb in 2019 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

10% more capital invested

Capital invested by funds: $60.7B → $66.5B (+$5.8B)

1% more funds holding

Funds holding: 1,1211,134 (+13)

0.33% more ownership

Funds ownership: 90.14%90.48% (+0.33%)

9% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 441

12% less call options, than puts

Call options by funds: $132M | Put options by funds: $150M

Holders
1,134
Holders Change
+13
Holders Change %
+1.16%
% of All Funds
24.86%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.68%
New
94
Increased
401
Reduced
441
Closed
72
Calls
$132M
Puts
$150M
Net Calls
-$17.8M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.03B -$33.8M -218,651 -0.6%
BlackRock
2
BlackRock
New York
$5.21B +$142M +920,575 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.93B +$115M +742,974 +2%
State Street
4
State Street
Massachusetts
$3.46B -$2.51M -16,236 -0.1%
Capital International Investors
5
Capital International Investors
California
$3.36B +$409M +2,642,723 +15%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.29B +$114M +735,584 +4%
Bank of America
7
Bank of America
North Carolina
$2.77B +$17.3M +112,127 +0.7%
WCM Investment Management
8
WCM Investment Management
California
$2.6B +$241M +1,558,674 +11%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.12B -$34.5M -223,188 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.63B +$116M +747,826 +8%
Capital World Investors
11
Capital World Investors
California
$1.52B -$512M -3,306,047 -26%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.1B +$135M +869,777 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.04B +$29M +187,631 +3%
Boston Partners
14
Boston Partners
Massachusetts
$991M +$43.2M +279,429 +5%
Northern Trust
15
Northern Trust
Illinois
$871M -$17M -109,923 -2%
Wells Fargo
16
Wells Fargo
California
$846M +$11.2M +72,678 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$716M +$86M +555,545 +14%
FMI
18
Fiduciary Management Inc
Wisconsin
$709M +$43.8M +283,217 +7%
N
19
Nuveen
North Carolina
$705M -$74.5M -481,553 -10%
American Century Companies
20
American Century Companies
Missouri
$614M -$27.3M -176,464 -4%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$599M +$56.2M +362,956 +11%
UBS Group
22
UBS Group
Switzerland
$566M -$57M -368,194 -9%
Morgan Stanley
23
Morgan Stanley
New York
$531M -$151M -978,328 -23%
Ameriprise
24
Ameriprise
Minnesota
$526M +$32.3M +208,965 +7%
Norges Bank
25
Norges Bank
Norway
$506M -$78.9M -509,998 -14%

CB Hedge Fund Activity: Q3 2019 in Review

1,134 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2019, worth a combined $66.5B — up 9.6% from $60.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CB positions and 72 closed out — a net gain of 22 holders — while 401 added to existing stakes and 441 trimmed.

The largest buyer was Capital International Investors, adding an estimated $409M. The largest seller was Capital World Investors, cutting an estimated $512M.

  • 1,134 institutional investors held Chubb (CB) as of Q3 2019, up from 1,121 in Q2 2019.
  • Funds reported $66.5B of Chubb stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 94 funds opened new Chubb positions in Q3 2019 and 72 closed out, a net change of +22 holders.
  • The largest Chubb buyer in Q3 2019 was Capital International Investors, an estimated $409M added.
  • The largest Chubb seller in Q3 2019 was Capital World Investors, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2019.