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631 hedge funds and large institutions have $29.5B invested in Chubb in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 230 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $13.4M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

0.79% more ownership

Funds ownership: 114.24%115.02% (+0.79%)

0% more funds holding

Funds holding: 631631 (0)

9% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 252

13% less capital invested

Capital invested by funds: $34B → $29.5B (-$4.45B)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
631
Holders Change
Holders Change %
0%
% of All Funds
16.81%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
51
Increased
230
Reduced
252
Closed
42
Calls
$48.5M
Puts
$13.4M
Net Calls
+$35.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
451
Miller Howard Investments
New York
$464K
IB
452
Intrust Bank
Kansas
$461K -$81.3K -723 -15%
SI
453
Stephens Inc
Arkansas
$459K -$15K -133 -3%
CCM
454
Compton Capital Management
Rhode Island
$458K -$5.62K -50 -1%
OCG
455
Opus Capital Group
Ohio
$458K
CWA
456
Constellation Wealth Advisors
New York
$457K +$11.2K +100 +2%
PAG
457
Private Advisor Group
New Jersey
$454K -$245K -2,177 -35%
TCM
458
Tributary Capital Management
Nebraska
$446K +$450K +4,000 New
SAM
459
Selway Asset Management
$438K +$59K +525 +15%
CIC
460
Carnegie Investment Counsel
Ohio
$437K +$22.5K +200 +5%
Squarepoint
461
Squarepoint
New York
$431K +$131K +1,166 +43%
BHA
462
Beech Hill Advisors
New York
$424K
EGM
463
Engineers Gate Manager
New York
$421K +$425K +3,776 New
UCFA
464
United Capital Financial Advisors
Texas
$419K +$97.8K +870 +29%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$417K -$63.9K -568 -13%
ST
466
Smithfield Trust
Pennsylvania
$415K -$7.87K -70 -2%
Commonwealth Equity Services
467
Commonwealth Equity Services
Massachusetts
$407K +$72.7K +647 +22%
CAM
468
CG Asset Management
New York
$390K
CS
469
Comerica Securities
Michigan
$388K -$241K -2,143 -38%
JIC
470
Johnson Investment Counsel
Ohio
$384K +$10K +89 +3%
SGA
471
Strategic Global Advisors
California
$380K
CCG
472
Cypress Capital Group
Florida
$369K +$6.86K +61 +2%
HH
473
Hilltop Holdings
Texas
$366K +$5.4K +48 +1%
WIS
474
Wright Investors Service
Connecticut
$365K -$3.26K -29 -0.9%
W
475
Wealthfront
California
$362K +$40.3K +358 +12%

CB Hedge Fund Activity: Q1 2015 in Review

631 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2015, worth a combined $29.5B — down 13% from $34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CB positions and 42 closed out — a net gain of 9 holders — while 230 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $70M. The largest seller was State Street, cutting an estimated $155M.

  • 631 institutional investors held Chubb (CB) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $29.5B of Chubb stock for Q1 2015, down 13% quarter-over-quarter.
  • 51 funds opened new Chubb positions in Q1 2015 and 42 closed out, a net change of +9 holders.
  • The largest Chubb buyer in Q1 2015 was Wellington Management Group, an estimated $70M added.
  • The largest Chubb seller in Q1 2015 was State Street, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2015.