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576 hedge funds and large institutions have $29.5B invested in Chubb in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 213 increasing their positions, 215 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $166M | Put options by funds: $47.6M

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

6% more capital invested

Capital invested by funds: $27.7B → $29.5B (+$1.76B)

2% more funds holding

Funds holding: 563576 (+13)

1.87% more ownership

Funds ownership: 113.6%115.47% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 215

Holders
576
Holders Change
+13
Holders Change %
+2.31%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
54
Increased
213
Reduced
215
Closed
35
Calls
$166M
Puts
$47.6M
Net Calls
+$119M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K -$19.9K -194 -10%
WAS
502
Winch Advisory Services
Wisconsin
$178K -$1.23K -12 -0.7%
BAM
503
Barrett Asset Management
New York
$177K
FNBT
504
FineMark National Bank & Trust
Florida
$171K +$8.4K +82 +5%
W
505
Wealthfront
California
$160K +$62.7K +612 +67%
SAMC
506
Shinko Asset Management Company
Japan
$143K
Creative Planning
507
Creative Planning
Kansas
$141K +$23.3K +228 +20%
TF
508
Tompkins Financial
New York
$136K -$1.54K -15 -1%
BBHC
509
Brown Brothers Harriman & Co
New York
$127K +$20.7K +202 +20%
First Manhattan
510
First Manhattan
New York
$126K
MA
511
MUFG Americas
New York
$120K -$51.9K -507 -30%
TAM
512
Tocqueville Asset Management
New York
$114K
NES
513
New England Securities
New York
$108K +$15.7K +153 +17%
JIC
514
Joel Isaacson & Co
New York
$104K
MAM
515
Mizuho Asset Management
Japan
$88K +$20.6K +201 +31%
TCOV
516
Trust Company of Vermont
Vermont
$87K +$25.6K +250 +43%
PTC
517
Private Trust Company
Ohio
$84K -$717 -7 -0.9%
CG
518
Colony Group
Massachusetts
$78K +$30.6K +299 +66%
PAM
519
Paradigm Asset Management
New York
$77.8K
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$76K
WA
521
WFG Advisors
Texas
$71K -$10.6K -104 -13%
MFBTD
522
MB Financial Bank - Trust Department
Illinois
$71K +$13.6K +133 +24%
WA
523
WealthTrust-Arizona
Arizona
$66K -$2.97K -29 -4%
DVM
524
Dreman Value Management
Florida
$63K -$161K -1,572 -72%
Acadian Asset Management
525
Acadian Asset Management
Massachusetts
$62K +$60.8K +594 New

CB Hedge Fund Activity: Q2 2014 in Review

576 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2014, worth a combined $29.5B — up 6.3% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CB positions and 35 closed out — a net gain of 19 holders — while 213 added to existing stakes and 215 trimmed.

The largest buyer was Norges Bank, adding an estimated $442M. The largest seller was BlackRock Advisors, cutting an estimated $157M.

  • 576 institutional investors held Chubb (CB) as of Q2 2014, up from 563 in Q1 2014.
  • Funds reported $29.5B of Chubb stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 54 funds opened new Chubb positions in Q2 2014 and 35 closed out, a net change of +19 holders.
  • The largest Chubb buyer in Q2 2014 was Norges Bank, an estimated $442M added.
  • The largest Chubb seller in Q2 2014 was BlackRock Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2014.