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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
CCM
426
Compton Capital Management
Rhode Island
$452K -$20.5K -200 -4%
ID
427
Integral Derivatives
New York
$451K +$133K +1,300 +43%
MYAM
428
Meiji Yasuda Asset Management
Japan
$447K -$20.5K -200 -4%
ACS
429
Archford Capital Strategies
Illinois
$444K +$50K +488 +13%
CAM
430
CG Asset Management
New York
$436K -$174K -1,700 -29%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$430K -$166K -1,624 -28%
FB
432
Fulton Bank
Pennsylvania
$428K
OCG
433
Opus Capital Group
Ohio
$426K
ST
434
Smithfield Trust
Pennsylvania
$423K +$418K +4,080 New
B
435
BancorpSouth
Mississippi
$421K -$71.8K -701 -15%
Cambridge Investment Research Advisors
436
Cambridge Investment Research Advisors
Iowa
$420K +$9.93K +97 +2%
CWA
437
Constellation Wealth Advisors
New York
$419K -$76.1K -743 -16%
PAI
438
Pittenger & Anderson Inc
Nebraska
$415K +$410K +4,000 New
CIA
439
CCM Investment Advisers
South Carolina
$399K -$4.81M -46,956 -92%
SI
440
Stephens Inc
Arkansas
$394K -$5.73K -56 -1%
BHA
441
Beech Hill Advisors
New York
$394K
AP
442
Advisor Partners
California
$384K +$2.87K +28 +0.8%
LTFS
443
Ladenburg Thalmann Financial Services
Florida
$383K +$46.3K +452 +14%
PCM
444
Parsons Capital Management
Rhode Island
$379K -$7.68K -75 -2%
WIS
445
Wright Investors Service
Connecticut
$377K +$28.8K +281 +8%
HIS
446
Horizon Investment Services
Indiana
$368K +$363K +3,549 New
CAN
447
Cetera Advisor Networks
California
$367K +$24.9K +243 +7%
BG
448
Bahl & Gaynor
Ohio
$363K +$30.7K +300 +9%
HCC
449
Hirtle Callaghan & Co
Pennsylvania
$358K
JIC
450
Johnson Investment Counsel
Ohio
$354K +$56.8K +555 +19%

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.