We are live on ! Find out more

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
NI
301
Nepsis Inc
Minnesota
$7.43M +$431K +2,888 +6%
HighTower Advisors
302
HighTower Advisors
Illinois
$7.43M -$2.38M -15,940 -24%
Caisse de Depot et Placement du Quebec (CDPQ)
303
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.37M -$6.02M -40,300 -44%
WIC
304
Wilkins Investment Counsel
Massachusetts
$7.35M +$46.2K +309 +0.6%
DWM
305
Doyle Wealth Management
Florida
$7.35M +$33K +221 +0.4%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$7.29M +$134K +900 +2%
CNB
307
Camden National Bank
Maine
$7.24M -$110K -737 -1%
SWK
308
Stephen W. Kidder
$7.21M +$334K +2,233 +5%
TAM
309
Tocqueville Asset Management
New York
$7.2M -$14.9K -100 -0.2%
NA
310
NewEdge Advisors
Louisiana
$7.2M +$385K +2,575 +5%
NAM
311
Nissay Asset Management
Japan
$7.08M +$7.24M +48,463 New
SOADOR
312
State of Alaska Department of Revenue
Alaska
$7.02M +$5.93M +39,693 +476%
RPA
313
Rock Point Advisors
Vermont
$6.96M -$21.1K -141 -0.3%
CWM
314
Cabot Wealth Management
Massachusetts
$6.85M -$121K -810 -2%
MJP
315
Michael J. Puzo
$6.84M +$1.67M +11,170 +31%
SAM
316
Securian Asset Management
Minnesota
$6.83M -$30.8K -206 -0.4%
BCB
317
Brian C. Broderick
$6.78M -$52K -348 -0.7%
GF
318
Goodman Financial
Texas
$6.54M +$8.37K +56 +0.1%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$6.54M +$374K +2,500 +6%
FAF
320
Första AP-fonden
Sweden
$6.4M -$1.85M -12,400 -22%
BFIM
321
Beese Fulmer Investment Management
Ohio
$6.37M +$65.9K +441 +1%
Commonwealth Equity Services
322
Commonwealth Equity Services
Massachusetts
$6.35M -$416K -2,787 -6%
FNBOO
323
First National Bank of Omaha
Nebraska
$6.33M -$219K -1,467 -3%
TAF
324
Tredje AP-fonden
Sweden
$6.26M -$167K -1,120 -3%
SAM
325
Silvercrest Asset Management
New York
$6.21M -$564K -3,772 -8%

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.