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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
AG
476
Advisor Group
Arizona
$2.27M -$32.5K -255 -1%
KCM
477
Karp Capital Management
California
$2.26M -$53.2K -417 -2%
SS
478
Simplicity Solutions
Minnesota
$2.26M +$1.43M +11,231 +191%
FLPIM
479
F.L. Putnam Investment Management
Massachusetts
$2.26M +$656K +5,144 +43%
PIM
480
Perkins Investment Management
Illinois
$2.25M +$317K +2,487 +17%
BS
481
Banco Santander
Spain
$2.22M +$2.15M +16,825 New
FFWA
482
FRG Family Wealth Advisors
Washington
$2.19M +$329K +2,578 +18%
CSS
483
Cubist Systematic Strategies
Connecticut
$2.19M +$1.07M +8,360 +102%
1IA
484
1834 Investment Advisors
Wisconsin
$2.17M +$2.1M +16,460 New
AC
485
Allstate Corporation
Illinois
$2.17M -$3.55M -27,836 -63%
TFA
486
Transamerica Financial Advisors
Florida
$2.17M +$25.6K +201 +1%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$2.16M +$30.6K +240 +1%
EFS
488
Essex Financial Services
Connecticut
$2.12M +$184K +1,442 +10%
FB
489
Fulton Bank
Pennsylvania
$2.09M +$7.27K +57 +0.4%
BCM
490
Becker Capital Management
Oregon
$2.06M -$9.69M -75,968 -83%
BVDMP
491
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$2.05M
Dodge & Cox
492
Dodge & Cox
California
$2.04M
LTFS
493
Ladenburg Thalmann Financial Services
Florida
$2.04M +$147K +1,154 +8%
PAG
494
Private Advisor Group
New Jersey
$2.04M +$831K +6,517 +72%
NA
495
Neuburgh Advisers
California
$2.04M +$1.96M +15,402 New
CCM
496
Coldstream Capital Management
Washington
$2.03M +$91.3K +716 +5%
PA
497
Profund Advisors
Maryland
$2.01M +$445K +3,493 +30%
CA
498
Cornerstone Advisors
North Carolina
$2.01M +$510K +4,000 +36%
AAM
499
AR Asset Management
California
$2M
RMCM
500
Reynders McVeigh Capital Management
Massachusetts
$2M +$72.7K +570 +4%

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.