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
FAT
351
First American Trust
California
$5.24M +$1.72M +11,500 +47%
Nomura Holdings
352
Nomura Holdings
Japan
$5.24M +$1.31M +8,760 +32%
SIA
353
Sit Investment Associates
Minnesota
$5.18M -$114K -760 -2%
FWCM
354
Ferguson Wellman Capital Management
Oregon
$5.15M -$23.9K -160 -0.5%
BRCM
355
Bright Rock Capital Management
Massachusetts
$5.12M
PA
356
Pinnacle Associates
New York
$5.1M +$26.1K +175 +0.5%
NCM
357
Novare Capital Management
North Carolina
$5.08M +$54.5K +365 +1%
MFP
358
Michael F. Price
$4.92M
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$4.91M -$366K -2,450 -7%
FPTW
360
Franklin, Parlapiano, Turner & Welch
Texas
$4.9M -$2.69K -18 -0.1%
LSV Asset Management
361
LSV Asset Management
Illinois
$4.8M -$14.9K -100 -0.3%
IIM
362
Ipswich Investment Management
Massachusetts
$4.78M -$18.7K -125 -0.4%
MCA
363
Morris Capital Advisors
Pennsylvania
$4.75M -$118K -792 -2%
NME
364
Notis-McConarty Edward
$4.74M +$422K +2,825 +10%
WGCA
365
Wolf Group Capital Advisors
Virginia
$4.74M +$4.84M +32,409 New
PWM
366
Patriot Wealth Management
Texas
$4.72M +$80.2K +537 +2%
BF
367
BOK Financial
Oklahoma
$4.67M +$88K +589 +2%
RFS
368
Rockefeller Financial Services
New York
$4.66M +$3.25M +21,776 +215%
SDIC
369
South Dakota Investment Council
South Dakota
$4.6M
LPT
370
Legacy Private Trust
Wisconsin
$4.53M -$921K -6,164 -17%
AAC
371
Asset Advisors Corp
Georgia
$4.53M -$36K -241 -0.8%
GIA
372
Gateway Investment Advisers
Ohio
$4.48M -$478K -3,200 -9%
AP
373
AHL Partners
United Kingdom
$4.46M +$1.87M +12,548 +70%
EARNEST Partners
374
EARNEST Partners
Georgia
$4.41M -$416K -2,787 -8%
PP
375
Palladium Partners
Virginia
$4.4M -$154K -1,030 -3%

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.