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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
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$366M -$20.1M -134,284 -5%
Legal & General Group
27
Legal & General Group
United Kingdom
$356M -$9.81M -65,671 -3%
Goldman Sachs
28
Goldman Sachs
New York
$323M +$30.9M +206,883 +10%
Principal Financial Group
29
Principal Financial Group
Iowa
$315M +$1.26M +8,433 +0.4%
Aristotle Capital Management
30
Aristotle Capital Management
California
$310M +$15.6M +104,702 +5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$302M +$6.92M +46,310 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$278M +$583K +3,900 +0.2%
EIP
33
Epoch Investment Partners
New York
$271M -$35.4M -236,696 -11%
Bessemer Group
34
Bessemer Group
New Jersey
$266M +$20.3K +136 +0%
TA
35
Teachers Advisors
New York
$263M -$15.2M -102,071 -5%
Renaissance Technologies
36
Renaissance Technologies
New York
$261M -$121M -812,500 -31%
Deutsche Bank
37
Deutsche Bank
Germany
$255M +$30.4M +203,179 +13%
UBS AM
38
UBS AM
Illinois
$232M -$86.4M -578,612 -27%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229M -$46.2M -309,506 -17%
Charles Schwab
40
Charles Schwab
California
$228M +$6.3M +42,167 +3%
AGA
41
Altrinsic Global Advisors
Connecticut
$216M -$2.29M -15,319 -1%
DSA
42
Davis Selected Advisers
Arizona
$210M +$225K +1,508 +0.1%
AII
43
AGF Investments Inc
Ontario, Canada
$208M -$4.16M -27,838 -2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$204M -$13.1M -87,480 -6%
APG Asset Management
45
APG Asset Management
Netherlands
$204M +$179M +1,195,771 +248%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$202M -$11.5M -76,799 -5%
EVM
47
Eaton Vance Management
Massachusetts
$192M -$118M -789,804 -38%
SSM
48
Sound Shore Management
Connecticut
$187M +$45.8M +306,701 +32%
WHG
49
Westwood Holdings Group
Texas
$185M +$14.3M +95,402 +8%
Invesco
50
Invesco
Georgia
$183M -$15.5M -103,721 -8%

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.