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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
BBHC
376
Brown Brothers Harriman & Co
New York
$4.51M +$79.2K +621 +2%
LMGAM
377
Liberty Mutual Group Asset Management
Massachusetts
$4.48M +$63.1K +495 +1%
KRS
378
Kentucky Retirement Systems
Kentucky
$4.46M -$227K -1,778 -5%
MFP
379
Michael F. Price
$4.45M
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$4.42M +$107K +838 +3%
IIM
381
Ipswich Investment Management
Massachusetts
$4.41M +$84.2K +660 +2%
ACI
382
Alpha Cubed Investments
California
$4.4M -$55.3K -434 -1%
LPC
383
Loeb Partners Corp
New York
$4.39M -$384K -3,009 -8%
MJP
384
Michael J. Puzo
$4.39M +$525K +4,115 +14%
TCOV
385
Trust Company of Vermont
Vermont
$4.37M +$94.7K +743 +2%
RCM
386
Radnor Capital Management
Pennsylvania
$4.36M +$4.21M +33,028 New
FPTW
387
Franklin, Parlapiano, Turner & Welch
Texas
$4.29M +$61.8K +485 +2%
TCM
388
Tufton Capital Management
Maryland
$4.24M -$57.4K -450 -1%
Commonwealth Equity Services
389
Commonwealth Equity Services
Massachusetts
$4.24M +$476K +3,735 +13%
BCM
390
Buckhead Capital Management
Georgia
$4.23M -$74K -580 -2%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$4.21M +$86.6K +679 +2%
CIM
392
Calvert Investment Management
Maryland
$4.21M -$487K -3,821 -11%
AAC
393
Asset Advisors Corp
Georgia
$4.12M +$28.1K +220 +0.7%
PPCM
394
Pillar Pacific Capital Management
California
$4.1M +$1.03M +8,076 +35%
DWA
395
Douglass Winthrop Advisors
New York
$4.08M +$16.6K +130 +0.4%
AB
396
Amalgamated Bank
New York
$4.05M +$1.12M +8,810 +40%
B
397
Barings
North Carolina
$3.88M +$1.14M +8,940 +44%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$3.87M -$38.3K -300 -1%
SBL
399
Sargent Bickham Lagudis
Colorado
$3.87M +$3.67M +28,771 +5,812%
ISL
400
Ingalls & Snyder LLC
New York
$3.83M +$4.08K +32 +0.1%

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.