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576 hedge funds and large institutions have $29.5B invested in Chubb in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 213 increasing their positions, 215 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $166M | Put options by funds: $47.6M

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

6% more capital invested

Capital invested by funds: $27.7B → $29.5B (+$1.76B)

2% more funds holding

Funds holding: 563576 (+13)

1.87% more ownership

Funds ownership: 113.6%115.47% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 215

Holders
576
Holders Change
+13
Holders Change %
+2.31%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
54
Increased
213
Reduced
215
Closed
35
Calls
$166M
Puts
$47.6M
Net Calls
+$119M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
376
Amalgamated Bank
New York
$962K +$103K +1,008 +12%
GVT
377
Genesee Valley Trust
New York
$956K -$7.78K -76 -0.8%
RIM
378
Regent Investment Management
Kentucky
$928K -$23.9K -233 -3%
Daiwa Securities Group
379
Daiwa Securities Group
Japan
$923K -$20.5K -200 -2%
TCM
380
Twin Capital Management
Pennsylvania
$907K +$184K +1,800 +26%
NAMP
381
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$907K +$896K +8,750 New
CCMG
382
Clark Capital Management Group
Pennsylvania
$904K -$8.6K -84 -1%
MIC
383
Meridian Investment Counsel
California
$870K -$5.73K -56 -0.7%
MHI
384
Miller Howard Investments
New York
$865K
RJT
385
Raymond James Trust
Florida
$836K -$89.2K -871 -10%
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K
MYLI
387
Meiji Yasuda Life Insurance
Japan
$784K +$156K +1,521 +25%
1IC
388
1919 Investment Counsel
Maryland
$766K +$13.3K +130 +2%
PAM
389
PartnerRe Asset Management
Connecticut
$745K -$97.9K -956 -12%
PAG
390
Private Advisor Group
New Jersey
$740K +$730K +7,134 New
SFSIG
391
San Francisco Sentry Investment Group
California
$726K
FRM
392
Foundation Resource Management
Arkansas
$722K
LBC
393
Lowe Brockenbrough & Co
Virginia
$722K +$7.17K +70 +1%
VRS
394
Virginia Retirement Systems
Virginia
$712K -$3.38K -33 -0.5%
WSCM
395
Wellington Shields Capital Management
New York
$710K
CC
396
ClearArc Capital
Ohio
$704K -$66.7K -651 -9%
PHS
397
Pekin Hardy Strauss
Illinois
$701K
CB
398
Commerce Bank
Missouri
$691K +$21.6K +211 +3%
AIP
399
Ameritas Investment Partners
Nebraska
$690K
Truist Financial
400
Truist Financial
North Carolina
$679K +$110K +1,074 +20%

CB Hedge Fund Activity: Q2 2014 in Review

576 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2014, worth a combined $29.5B — up 6.3% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CB positions and 35 closed out — a net gain of 19 holders — while 213 added to existing stakes and 215 trimmed.

The largest buyer was Norges Bank, adding an estimated $442M. The largest seller was BlackRock Advisors, cutting an estimated $157M.

  • 576 institutional investors held Chubb (CB) as of Q2 2014, up from 563 in Q1 2014.
  • Funds reported $29.5B of Chubb stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 54 funds opened new Chubb positions in Q2 2014 and 35 closed out, a net change of +19 holders.
  • The largest Chubb buyer in Q2 2014 was Norges Bank, an estimated $442M added.
  • The largest Chubb seller in Q2 2014 was BlackRock Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2014.