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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
Renaissance Technologies
26
Renaissance Technologies
New York
$378M +$146M +1,147,400 +67%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$367M +$24.6M +193,017 +7%
EVM
28
Eaton Vance Management
Massachusetts
$365M +$43.1M +338,393 +14%
EIP
29
Epoch Investment Partners
New York
$358M +$220M +1,728,919 +176%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$320M +$68M +533,078 +28%
Legal & General Group
31
Legal & General Group
United Kingdom
$295M +$284M +2,229,184 New
UBS AM
32
UBS AM
Illinois
$286M -$40.4M -317,146 -13%
CGI
33
CI Global Investments
California
$257M +$33.4M +261,875 +16%
Deutsche Bank
34
Deutsche Bank
Germany
$255M -$14.6M -114,881 -6%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$251M +$56M +439,262 +30%
Aristotle Capital Management
36
Aristotle Capital Management
California
$247M +$3.79M +29,762 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$244M -$16.9M -132,653 -7%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243M +$20.9M +163,692 +10%
TA
39
Teachers Advisors
New York
$224M -$8.08M -63,408 -4%
Invesco
40
Invesco
Georgia
$221M -$17.7M -138,440 -8%
AII
41
AGF Investments Inc
Ontario, Canada
$217M -$1.6M -12,529 -0.8%
AGA
42
Altrinsic Global Advisors
Connecticut
$212M -$13.6M -106,894 -6%
TG
43
TCW Group
California
$211M -$10.8M -84,917 -5%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$211M +$8.01M +62,824 +4%
EAM
45
Edge Asset Management
Washington
$210M +$6.13M +48,113 +3%
DSA
46
Davis Selected Advisers
Arizona
$209M -$28.4M -222,583 -12%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$200M -$5.18M -40,630 -3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$193M +$21.7M +170,000 +13%
AllianceBernstein
49
AllianceBernstein
Tennessee
$187M -$1.84M -14,453 -1%
BA
50
BlackRock Advisors
Delaware
$179M +$1.09M +8,587 +0.6%

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.