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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
CWM
326
Cabot Wealth Management
Massachusetts
$6.6M -$31.2K -245 -0.5%
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$6.57M +$344K +2,700 +6%
MC
328
Middleton & Co
Massachusetts
$6.55M +$816K +6,400 +15%
LPL Financial
329
LPL Financial
California
$6.55M +$1.15M +8,988 +22%
VIA
330
Virtus Investment Advisers
Connecticut
$6.48M +$132K +1,036 +2%
OPERF
331
Oregon Public Employees Retirement Fund
Oregon
$6.41M -$3.52M -27,626 -36%
GA
332
Geneva Advisors
Illinois
$6.32M -$25.6K -201 -0.4%
SAM
333
Silvercrest Asset Management
New York
$6.3M +$26.9K +211 +0.4%
CI
334
Capital International
California
$6.26M +$6.05M +47,410 New
SAM
335
Securian Asset Management
Minnesota
$6.14M +$93.7K +735 +2%
SWK
336
Stephen W. Kidder
$6.11M +$384K +3,015 +7%
FA
337
FDx Advisors
Illinois
$6.07M +$980K +7,685 +20%
SDIC
338
South Dakota Investment Council
South Dakota
$6.06M
IRF
339
IBM Retirement Fund
New York
$6.02M -$36.2K -284 -0.7%
CCM
340
Copeland Capital Management
Pennsylvania
$5.82M +$4.09M +32,103 +269%
WAM
341
World Asset Management
Michigan
$5.77M -$533K -4,184 -9%
OI
342
Oakbrook Investments
Illinois
$5.75M +$1.94M +15,242 +54%
AFS
343
Amtrust Financial Services
New York
$5.63M +$5.43M +42,600 New
Calamos Advisors
344
Calamos Advisors
Illinois
$5.58M -$70.6K -554 -1%
GF
345
Goodman Financial
Texas
$5.55M +$10.2K +80 +0.2%
AIA
346
AGF Investments America
Ontario, Canada
$5.55M +$66.7K +523 +1%
BFIM
347
Beese Fulmer Investment Management
Ohio
$5.51M -$111K -871 -2%
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$5.49M +$3.54M +27,748 +201%
RJT
349
Raymond James Trust
Florida
$5.47M +$547K +4,288 +12%
EA
350
Edge Advisors
Georgia
$5.46M +$5.27M +41,319 New

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.