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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
PCTC
476
Perkins Coie Trust Company
Washington
$2.32M +$46.9K +314 +2%
MAM
477
Morse Asset Management
Connecticut
$2.27M
SCA
478
Stokes Capital Advisors
South Carolina
$2.22M +$2.27M +15,187 New
AAM
479
AR Asset Management
California
$2.21M
CIC
480
Cincinnati Indemnity Company
Ohio
$2.2M
MUAMU
481
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.19M +$374K +2,500 +20%
ACC
482
Accident Compensation Corp
New Zealand
$2.18M -$642K -4,300 -22%
NED
483
Nancy E. Dempze
$2.18M +$363K +2,427 +19%
TWM
484
Torch Wealth Management
Ohio
$2.18M +$52K +348 +2%
CTA
485
Chesley Taft & Associates
Illinois
$2.17M +$47.7K +319 +2%
MA
486
Montag & Associates
Georgia
$2.16M -$735K -4,919 -25%
W
487
Wealthfront
California
$2.16M +$97.7K +654 +5%
ST
488
Somerset Trust
Pennsylvania
$2.15M +$55.3K +370 +3%
RMCM
489
Reynders McVeigh Capital Management
Massachusetts
$2.12M -$96.4K -645 -4%
WG
490
Winton Group
United Kingdom
$2.11M -$2.29M -15,305 -51%
PA
491
Profund Advisors
Maryland
$2.09M +$482K +3,225 +29%
Citadel Advisors
492
Citadel Advisors
Florida
$2.08M +$342K +2,288 +19%
GC
493
Gratry & Company
Ohio
$2.07M -$173K -1,155 -8%
TYCC
494
Texas Yale Capital Corp
Florida
$2.07M +$96.1K +643 +5%
BFO
495
Boston Family Office
Massachusetts
$2.06M +$449K +3,008 +27%
BA
496
Bristlecone Advisors
Washington
$2.05M -$38.8K -260 -2%
FG
497
FSI Group
Ohio
$2.03M +$966K +6,465 +87%
EFS
498
Essex Financial Services
Connecticut
$2.02M -$165K -1,105 -7%
NEI
499
Northwest & Ethical Investments
Ontario, Canada
$2M +$468K +3,131 +30%
SAM
500
Symphony Asset Management
California
$2M -$306K -2,047 -13%

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.