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999 hedge funds and large institutions have $54.6B invested in Chubb in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 391 increasing their positions, 324 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 51

54% more call options, than puts

Call options by funds: $101M | Put options by funds: $65.9M

34% more funds holding in top 10

Funds holding in top 10: 2939 (+10)

21% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 324

18% more capital invested

Capital invested by funds: $46.2B → $54.6B (+$8.44B)

8% more funds holding

Funds holding: 923999 (+76)

8.2% more ownership

Funds ownership: 80.68%88.88% (+8.2%)

Holders
999
Holders Change
+76
Holders Change %
+8.23%
% of All Funds
24.97%
Holding in Top 10
39
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+34.48%
% of All Funds
0.97%
New
140
Increased
391
Reduced
324
Closed
51
Calls
$101M
Puts
$65.9M
Net Calls
+$35.4M
Net Calls Change
+$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MUFG Americas
New York
$11.3M +$346K +2,715 +3%
MI
252
Markston International
New York
$11.2M -$1.62M -12,724 -13%
MCM
253
MAI Capital Management
Ohio
$11.2M -$2.12M -16,623 -16%
URS
254
Utah Retirement Systems
Utah
$11.2M -$12.8K -100 -0.1%
MIM
255
Martin Investment Management
Florida
$11.2M
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$11M +$10.7M +83,549 New
WI
257
WBI Investments
New Jersey
$11M +$7.1M +55,701 +204%
PI
258
PineBridge Investments
New York
$10.9M +$681K +5,338 +7%
MAA
259
Matrix Asset Advisors
New York
$10.9M +$4.46M +34,946 +73%
Pzena Investment Management
260
Pzena Investment Management
New York
$10.8M -$201K -1,575 -2%
GCM
261
Grisanti Capital Management
New York
$10.5M -$495K -3,881 -5%
OCM
262
Oakview Capital Management
Texas
$10.2M +$9.89M +77,552 New
FCI
263
Financial Counselors Inc
Kansas
$10.2M +$9.86M +77,367 New
KeyBank National Association
264
KeyBank National Association
Ohio
$10.2M -$1.16M -9,085 -11%
GCC
265
Guardian Capital (Canada)
Ontario, Canada
$10.2M +$9.49M +74,392 +2,928%
RFA
266
Reilly Financial Advisors
California
$10.2M -$399K -3,130 -4%
ECM
267
Estabrook Capital Management
New York
$10.1M -$1.11M -8,708 -10%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$10.1M +$659K +5,167 +7%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$10.1M +$7.78M +60,995 +397%
William Blair & Company
270
William Blair & Company
Illinois
$10.1M -$2.96M -23,212 -23%
FQ
271
First Quadrant
California
$9.99M -$159K -1,249 -2%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$9.95M -$1.16M -9,112 -11%
TU
273
TDAM USA
Ontario, Canada
$9.88M +$1.68M +13,165 +21%
BAM
274
Berkshire Asset Management
Pennsylvania
$9.79M +$286K +2,241 +3%
CAM
275
Cypress Asset Management
Texas
$9.75M +$36.3K +285 +0.4%

CB Hedge Fund Activity: Q4 2016 in Review

999 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2016, worth a combined $54.6B — up 18% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CB positions and 51 closed out — a net gain of 89 holders — while 391 added to existing stakes and 324 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $2.99B. The largest seller was JP Morgan Chase, cutting an estimated $261M.

  • 999 institutional investors held Chubb (CB) as of Q4 2016, up from 923 in Q3 2016.
  • Funds reported $54.6B of Chubb stock for Q4 2016, up 18% quarter-over-quarter.
  • 140 funds opened new Chubb positions in Q4 2016 and 51 closed out, a net change of +89 holders.
  • The largest Chubb buyer in Q4 2016 was Capital World Investors, an estimated $2.99B added.
  • The largest Chubb seller in Q4 2016 was JP Morgan Chase, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2016.