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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
DCM
426
Dynamic Capital Management
Jersey
$3.14M +$1.13M +8,852 +59%
SAM
427
Strategy Asset Managers
California
$3.12M +$2.66M +20,841 +727%
SNT
428
Security National Trust
West Virginia
$3.11M +$46.2K +362 +2%
GC
429
Gratry & Company
Ohio
$3.1M -$1.12M -8,768 -27%
Mariner
430
Mariner
Kansas
$3.06M -$17K -133 -0.6%
DCM
431
Delta Capital Management
New Jersey
$3.06M -$40.2K -315 -1%
BF
432
BOK Financial
Oklahoma
$3.05M +$118K +922 +4%
Connor, Clark & Lunn Investment Management (CC&L)
433
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.04M -$5.86M -45,950 -67%
WG
434
Winton Group
United Kingdom
$3.04M -$28.6M -224,394 -91%
BA
435
Boston Advisors
Massachusetts
$3.02M -$201K -1,579 -6%
Wealth Enhancement Advisory Services
436
Wealth Enhancement Advisory Services
Minnesota
$3.02M +$2.92M +22,881 New
BPM
437
Bowling Portfolio Management
Ohio
$2.91M -$141K -1,105 -5%
SCI
438
S&CO Inc
Massachusetts
$2.88M +$76.5K +600 +3%
NEIRG
439
New England Investment & Retirement Group
Massachusetts
$2.86M +$34.9K +274 +1%
KIA
440
KCM Investment Advisors
California
$2.86M -$72.8K -571 -3%
GD
441
Grandfield & Dodd
New York
$2.85M +$30.7K +241 +1%
LW
442
Linscomb Wealth
Texas
$2.85M +$162K +1,271 +6%
Jacobs Levy Equity Management
443
Jacobs Levy Equity Management
New Jersey
$2.81M -$1.97M -15,454 -42%
CAL
444
Capital Analysts LLC
Pennsylvania
$2.75M -$66.2K -519 -2%
CA
445
Commerzbank Aktiengesellschaft
Germany
$2.75M +$1.02M +7,974 +62%
RWA
446
Ropes Wealth Advisors
Massachusetts
$2.74M +$52.4K +411 +2%
WC
447
Woodstock Corp
Massachusetts
$2.72M -$80.3K -630 -3%
TCOO
448
Trust Company of Oklahoma
Oklahoma
$2.71M +$24.5K +192 +0.9%
LCP
449
Legacy Capital Partners
Wisconsin
$2.71M +$565K +4,435 +28%
Citadel Advisors
450
Citadel Advisors
Florida
$2.7M -$16.2M -126,847 -86%

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.