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1,074 hedge funds and large institutions have $60.6B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 406 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 59

70% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $47.4M

8% more funds holding

Funds holding: 9991,074 (+75)

3% more capital invested

Capital invested by funds: $58.7B → $60.6B (+$1.83B)

0.79% more ownership

Funds ownership: 88.54%89.33% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 406

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
1,074
Holders Change
+75
Holders Change %
+7.51%
% of All Funds
24.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.5%
New
137
Increased
366
Reduced
406
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
226
D.E. Shaw & Co
New York
$12.9M -$1.55M -10,382 -11%
MIH
227
Madison Investment Holdings
Wisconsin
$12.8M -$653K -4,371 -5%
URS
228
Utah Retirement Systems
Utah
$12.7M +$179K +1,200 +1%
SC
229
Stralem & Co
New York
$12.6M -$2.44M -16,350 -16%
CCM
230
Covington Capital Management
California
$12.4M -$85.8K -574 -0.7%
MAA
231
Matrix Asset Advisors
New York
$12.1M -$478K -3,197 -4%
BAM
232
Barrett Asset Management
New York
$12.1M -$881K -5,899 -7%
SG Americas Securities
233
SG Americas Securities
New York
$12M +$9.59M +64,187 +361%
GCM
234
Grisanti Capital Management
New York
$12M -$723K -4,842 -6%
XK
235
Xact Kapitalforvaltning
Sweden
$11.9M +$823K +5,506 +7%
ClearBridge Investments
236
ClearBridge Investments
New York
$11.8M -$1.15M -7,724 -9%
MLL
237
Moody Lynn & Lieberson
Massachusetts
$11.7M +$65.9K +441 +0.6%
ADEF
238
Adams Diversified Equity Fund
Maryland
$11.5M
Brown Advisory
239
Brown Advisory
Maryland
$11.5M +$214K +1,434 +2%
MA
240
MUFG Americas
New York
$11.4M -$158K -1,056 -1%
Nomura Asset Management
241
Nomura Asset Management
Japan
$11.3M +$9.86K +66 +0.1%
MCM
242
MAI Capital Management
Ohio
$11.3M -$1.02M -6,828 -8%
GCC
243
Guardian Capital (Canada)
Ontario, Canada
$11.1M -$514K -3,440 -4%
OC
244
Oppenheimer & Co
New York
$10.9M -$314K -2,102 -3%
RFA
245
Reilly Financial Advisors
California
$10.9M -$498K -3,335 -4%
FQ
246
First Quadrant
California
$10.8M -$34.7K -232 -0.3%
LPL Financial
247
LPL Financial
California
$10.8M +$235K +1,576 +2%
EIM
248
ExxonMobil Investment Management
Texas
$10.8M -$1.67M -11,179 -13%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$10.8M -$4.33K -29 -0%
DILIC
250
Dai-ichi Life Insurance Company
Japan
$10.5M -$4.01M -26,856 -27%

CB Hedge Fund Activity: Q4 2017 in Review

1,074 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2017, worth a combined $60.6B — up 3.1% from $58.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CB positions and 59 closed out — a net gain of 78 holders — while 366 added to existing stakes and 406 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $220M.

  • 1,074 institutional investors held Chubb (CB) as of Q4 2017, up from 999 in Q3 2017.
  • Funds reported $60.6B of Chubb stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 137 funds opened new Chubb positions in Q4 2017 and 59 closed out, a net change of +78 holders.
  • The largest Chubb buyer in Q4 2017 was T. Rowe Price Associates, an estimated $818M added.
  • The largest Chubb seller in Q4 2017 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.