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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
FA
326
FDx Advisors
Illinois
$6.15M +$126K +842 +2%
CBOA
327
Commonwealth Bank of Australia
Australia
$6.13M -$61.3K -410 -1%
ECM
328
ETrade Capital Management
Virginia
$6.08M +$761K +5,091 +14%
FAB
329
First American Bank
Illinois
$6.07M -$33.8K -226 -0.5%
COPPSERS
330
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.07M +$549K +3,673 +10%
Millennium Management
331
Millennium Management
New York
$6.03M +$5.65M +37,810 +1,091%
BC
332
Brinker Capital
Pennsylvania
$5.98M -$193K -1,294 -3%
RJT
333
Raymond James Trust
Florida
$5.97M +$83.5K +559 +1%
AIA
334
AGF Investments America
Ontario, Canada
$5.97M +$165K +1,103 +3%
KBC Group
335
KBC Group
Belgium
$5.94M -$2.36M -15,793 -28%
RBA
336
Richard Bernstein Advisors
New York
$5.9M
KCM
337
Kanawha Capital Management
Virginia
$5.89M +$46.8K +313 +0.8%
FM
338
Foster & Motley
Ohio
$5.82M -$33.3K -223 -0.6%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.82M -$144K -961 -2%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$5.78M +$246K +1,646 +4%
FTIOP
341
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.75M +$424K +2,841 +8%
CIP
342
Chartwell Investment Partners
Pennsylvania
$5.7M +$1.34M +9,000 +30%
WAM
343
World Asset Management
Michigan
$5.56M -$488K -3,265 -8%
Cerity Partners
344
Cerity Partners
New York
$5.48M -$1.94K -13 -0%
TCOV
345
Trust Company of Vermont
Vermont
$5.4M +$117K +786 +2%
SIM
346
Sentry Investment Management
Wisconsin
$5.38M +$326K +2,184 +6%
CI
347
Capital International
California
$5.37M -$1.62M -10,872 -23%
CT
348
Coastline Trust
Rhode Island
$5.29M -$2.99K -20 -0.1%
PPCM
349
Pillar Pacific Capital Management
California
$5.29M +$51.1K +342 +1%
TC
350
Telemus Capital
Michigan
$5.28M +$31.4K +210 +0.6%

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.