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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
KRSITF
501
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.99M +$2.04K +16 +0.1%
CIC
502
Cincinnati Indemnity Company
Ohio
$1.99M
DM
503
Delphi Management
Massachusetts
$1.98M +$58.1K +456 +3%
MERSOM
504
Municipal Employees' Retirement System of Michigan
Michigan
$1.98M +$31.9K +250 +2%
BA
505
Bristlecone Advisors
Washington
$1.98M -$24.9K -195 -1%
HBWM
506
Hollow Brook Wealth Management
New York
$1.96M +$106K +832 +6%
VF
507
Virtu Financial
New York
$1.95M +$1.88M +14,780 New
PCTC
508
Perkins Coie Trust Company
Washington
$1.95M -$23.3K -183 -1%
AIP
509
Ameritas Investment Partners
Nebraska
$1.95M -$166K -1,300 -8%
CTA
510
Chesley Taft & Associates
Illinois
$1.95M +$22.3K +175 +1%
FP
511
FDO Partners
Massachusetts
$1.94M +$1.87M +14,658 New
TWM
512
Torch Wealth Management
Ohio
$1.91M
NB
513
Norinchukin Bank
Japan
$1.91M +$419K +3,283 +29%
Creative Planning
514
Creative Planning
Kansas
$1.86M +$21.2K +166 +1%
Daiwa Securities Group
515
Daiwa Securities Group
Japan
$1.85M +$11.1K +87 +0.6%
CAM
516
CG Asset Management
New York
$1.85M -$12.8K -100 -0.7%
ACC
517
Accident Compensation Corp
New Zealand
$1.84M +$1.26M +9,900 +248%
TAM
518
Tocqueville Asset Management
New York
$1.82M +$277K +2,175 +19%
FMWA
519
Forvis Mazars Wealth Advisors
Missouri
$1.8M +$75K +588 +5%
CB
520
Commerce Bank
Missouri
$1.77M -$85.2K -668 -5%
TYCC
521
Texas Yale Capital Corp
Florida
$1.77M
Balyasny Asset Management
522
Balyasny Asset Management
Illinois
$1.77M -$49.2M -386,027 -97%
ST
523
Somerset Trust
Pennsylvania
$1.74M +$12.4K +97 +0.7%
MAM
524
Martingale Asset Management
Massachusetts
$1.72M +$1.66M +13,026 New
SGI
525
Summit Global Investments
Utah
$1.71M +$1.65M +12,937 New

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.