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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
SAM
401
Solaris Asset Management
New York
$3.73M -$209K -1,640 -5%
MA
402
Montag & Associates
Georgia
$3.71M -$153K -1,202 -4%
LBC
403
Lowe Brockenbrough & Co
Virginia
$3.71M +$207K +1,625 +6%
BC
404
Brinker Capital
Pennsylvania
$3.69M +$3.54M +27,793 New
WB
405
Webster Bank
Connecticut
$3.69M +$58.3K +457 +2%
NME
406
Notis-McConarty Edward
$3.67M +$243K +1,903 +7%
PCC
407
Park Circle Company
Maryland
$3.66M
QIM
408
Quest Investment Management
Oregon
$3.65M +$3.52M +27,645 New
COPPSERS
409
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.52M +$14.4K +113 +0.4%
FMC
410
First Merchants Corp
Indiana
$3.51M +$339K +2,660 +11%
N
411
Nuveen
North Carolina
$3.5M -$558K -4,373 -14%
FNT
412
First National Trust
Pennsylvania
$3.5M +$78.3K +614 +2%
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$3.46M +$722K +5,665 +28%
SLI
414
Sumitomo Life Insurance
Japan
$3.45M +$820K +6,429 +33%
MYAM
415
Meiji Yasuda Asset Management
Japan
$3.42M -$74K -580 -2%
SAM
416
Symphony Asset Management
California
$3.42M -$161K -1,260 -5%
CT
417
Chicago Trust
Illinois
$3.35M -$63K -494 -2%
NRS
418
Neville Rodie & Shaw
New York
$3.34M -$45.8K -359 -1%
CIS
419
Capital International Sarl
California
$3.31M +$3.19M +25,040 New
KCMRT
420
Kemper Corp Master Retirement Trust
Illinois
$3.3M
CCM
421
Catawba Capital Management
Virginia
$3.3M -$8.16K -64 -0.3%
ABP
422
Arthur B. Page
$3.3M +$302K +2,370 +10%
RC
423
RegentAtlantic Capital
New Jersey
$3.29M -$38.6K -303 -1%
WT
424
Whittier Trust
California
$3.21M +$80.1K +628 +3%
LIA
425
LS Investment Advisors
Michigan
$3.15M +$82K +643 +3%

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.