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1,074 hedge funds and large institutions have $60.6B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 406 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 59

70% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $47.4M

8% more funds holding

Funds holding: 9991,074 (+75)

3% more capital invested

Capital invested by funds: $58.7B → $60.6B (+$1.83B)

0.79% more ownership

Funds ownership: 88.54%89.33% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 406

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
1,074
Holders Change
+75
Holders Change %
+7.51%
% of All Funds
24.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.5%
New
137
Increased
366
Reduced
406
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
426
DZ Bank
Germany
$3.14M -$105K -700 -3%
BPM
427
Bowling Portfolio Management
Ohio
$3.11M -$40.8K -273 -1%
CCM
428
Coldstream Capital Management
Washington
$3.11M +$61.6K +412 +2%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$3.08M -$184K -1,233 -6%
GFPC
430
Global Financial Private Capital
Florida
$3.07M +$600K +4,013 +24%
SLI
431
Sumitomo Life Insurance
Japan
$3.05M -$151K -1,013 -5%
SCI
432
S&CO Inc
Massachusetts
$3.05M
AFS
433
Amtrust Financial Services
New York
$3M
AIM
434
Alphinity Investment Management
Australia
$3M +$3.06M +20,504 New
LCM
435
Liberty Capital Management
Michigan
$2.96M +$44.8K +300 +1%
NEIRG
436
New England Investment & Retirement Group
Massachusetts
$2.96M +$10.8K +72 +0.4%
LTFS
437
Ladenburg Thalmann Financial Services
Florida
$2.94M +$112K +748 +4%
WMSA
438
Weiss Multi-Strategy Advisers
New York
$2.92M +$2.99M +20,000 New
BBA
439
BLB&B Advisors
Pennsylvania
$2.92M -$4.48K -30 -0.1%
CTC
440
Central Trust Company
Missouri
$2.91M +$21.7K +145 +0.7%
WT
441
Whittier Trust
California
$2.89M -$651K -4,355 -18%
TCOO
442
Trust Company of Oklahoma
Oklahoma
$2.86M -$241K -1,616 -8%
PG
443
Patten Group
Tennessee
$2.85M
RIG
444
Roosevelt Investment Group
New York
$2.79M
CAL
445
Capital Analysts LLC
Pennsylvania
$2.79M -$13.4K -90 -0.5%
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.79M
RWA
447
River Wealth Advisors
Pennsylvania
$2.78M -$299 -2 -0%
GCA
448
Greenwood Capital Associates
South Carolina
$2.77M -$52.4K -351 -2%
ECM
449
Everence Capital Management
Indiana
$2.76M -$648K -4,340 -19%
LMGAM
450
Liberty Mutual Group Asset Management
Massachusetts
$2.71M -$53.5K -358 -2%

CB Hedge Fund Activity: Q4 2017 in Review

1,074 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2017, worth a combined $60.6B — up 3.1% from $58.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CB positions and 59 closed out — a net gain of 78 holders — while 366 added to existing stakes and 406 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $220M.

  • 1,074 institutional investors held Chubb (CB) as of Q4 2017, up from 999 in Q3 2017.
  • Funds reported $60.6B of Chubb stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 137 funds opened new Chubb positions in Q4 2017 and 59 closed out, a net change of +78 holders.
  • The largest Chubb buyer in Q4 2017 was T. Rowe Price Associates, an estimated $818M added.
  • The largest Chubb seller in Q4 2017 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.