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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
BBA
451
BLB&B Advisors
Pennsylvania
$2.63M -$50K -392 -2%
GCA
452
Greenwood Capital Associates
South Carolina
$2.6M +$59.3K +465 +2%
PG
453
Patten Group
Tennessee
$2.57M -$3.06K -24 -0.1%
DZ Bank
454
DZ Bank
Germany
$2.54M +$2.45M +19,184 New
PFPT
455
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.52M +$601K +4,713 +33%
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.5M +$212K +1,664 +10%
WIC
457
Whitegate Investment Counselors
New Hampshire
$2.5M +$185K +1,450 +8%
DIA
458
Denver Investment Advisors
Colorado
$2.47M +$461K +3,614 +24%
FAT
459
First American Trust
California
$2.46M -$975K -7,647 -29%
SAM
460
Selway Asset Management
$2.44M +$19.1K +150 +0.8%
GL
461
GLG LLC
New York
$2.44M +$150K +1,173 +7%
LCM
462
Liberty Capital Management
Michigan
$2.43M +$188K +1,472 +9%
SI
463
Stephens Inc
Arkansas
$2.43M +$19.9K +156 +0.9%
NLI
464
Nippon Life Insurance
Japan
$2.4M +$104K +814 +5%
RG
465
Renaissance Group
Kentucky
$2.37M -$19K -149 -0.8%
RWA
466
River Wealth Advisors
Pennsylvania
$2.35M +$220K +1,722 +11%
BIA
467
Barry Investment Advisors
Massachusetts
$2.33M -$257K -2,018 -10%
CIC
468
Carnegie Investment Counsel
Ohio
$2.33M +$34.4K +270 +2%
BIMC
469
Benson Investment Management Company
Virginia
$2.33M +$2.25M +17,630 New
FG
470
FSI Group
Ohio
$2.31M +$2.23M +17,500 New
KS
471
Karpas Strategies
Connecticut
$2.29M
BFM
472
Boston Financial Management
Massachusetts
$2.29M -$310K -2,431 -12%
BFA
473
Bragg Financial Advisors
North Carolina
$2.28M -$233K -1,829 -10%
JG
474
Jefferies Group
New York
$2.28M +$237K +1,861 +12%
CI
475
Cigna Investments
Connecticut
$2.28M +$2.2M +17,235 New

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.