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655 hedge funds and large institutions have $32.4B invested in Chubb in 2015 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 242 increasing their positions, 222 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 1525 (+10)

25% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 92

11% more capital invested

Capital invested by funds: $29.2B → $32.4B (+$3.15B)

3% more funds holding

Funds holding: 637655 (+18)

9% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 222

2.64% less ownership

Funds ownership: 124.71%122.06% (-2.6%)

12% less call options, than puts

Call options by funds: $102M | Put options by funds: $115M

Holders
655
Holders Change
+18
Holders Change %
+2.83%
% of All Funds
17.18%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.66%
New
115
Increased
242
Reduced
222
Closed
92
Calls
$102M
Puts
$115M
Net Calls
-$13.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
26
TCW Group
California
$220M +$5.71M +50,449 +3%
Wells Fargo
27
Wells Fargo
California
$206M -$8.7M -76,909 -4%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$202M +$11.7M +103,735 +6%
Deutsche Bank
29
Deutsche Bank
Germany
$190M +$25.3M +223,636 +16%
EAM
30
Edge Asset Management
Washington
$188M +$7.47K +66 +0%
TA
31
Teachers Advisors
New York
$187M -$22.2M -195,940 -11%
TP
32
Third Point
New York
$175M +$170M +1,500,000 New
AII
33
AGF Investments Inc
Ontario, Canada
$175M +$8.73M +77,187 +5%
Morgan Stanley
34
Morgan Stanley
New York
$174M +$772K +6,823 +0.5%
Goldman Sachs
35
Goldman Sachs
New York
$172M +$89.8M +793,622 +117%
OTPPB
36
Ontario Teachers' Pension Plan Board
Ontario, Canada
$169M
WHG
37
Westwood Holdings Group
Texas
$164M -$4.48M -39,584 -3%
SCCM
38
Schafer Cullen Capital Management
New York
$164M +$34.7M +306,706 +28%
UBS AM
39
UBS AM
Illinois
$158M -$33.6M -297,024 -18%
SBAM
40
Santa Barbara Asset Management
California
$144M +$2.5M +22,134 +2%
LCS
41
Levin Capital Strategies
New York
$141M -$38.6M -341,235 -22%
CGI
42
CI Global Investments
California
$140M +$136M +1,201,325 New
RFC
43
Russell Frank Company
Washington
$138M -$9.13M -80,646 -6%
NC
44
Nicholas Company
Wisconsin
$136M +$4.43M +39,145 +3%
WIC
45
Water Island Capital
New York
$128M +$110M +968,523 New
PC
46
Polar Capital
United Kingdom
$125M +$22.6M +199,415 +23%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$119M -$1.39M -12,250 -1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$114M -$2.61M -23,044 -2%
GE
49
General Electric
Ohio
$109M +$106M +935,592 New
CIP
50
Cornerstone Investment Partners
Georgia
$108M -$29.1M -257,111 -22%

CB Hedge Fund Activity: Q4 2015 in Review

655 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2015, worth a combined $32.4B — up 11% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CB positions and 92 closed out — a net gain of 23 holders — while 242 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $274M. The largest seller was WCM Investment Management, exiting entirely with an estimated $385M sold.

  • 655 institutional investors held Chubb (CB) as of Q4 2015, up from 637 in Q3 2015.
  • Funds reported $32.4B of Chubb stock for Q4 2015, up 11% quarter-over-quarter.
  • 115 funds opened new Chubb positions in Q4 2015 and 92 closed out, a net change of +23 holders.
  • The largest Chubb buyer in Q4 2015 was Fidelity Investments, an estimated $274M added.
  • The largest Chubb seller in Q4 2015 was WCM Investment Management, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.