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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
NIM
526
NuWave Investment Management
New Jersey
$62K +$61K +596 New
JWA
527
JFS Wealth Advisors
Pennsylvania
$59K +$58.6K +572 New
SSB
528
Sandy Spring Bank
Maryland
$58K +$57.7K +564 New
CFG
529
CKW Financial Group
Hawaii
$56K +$26K +254 +89%
PMFA
530
Plante Moran Financial Advisors
Michigan
$54K +$17.8K +174 +50%
CRM
531
Cramer Rosenthal McGlynn
Connecticut
$52K -$10.2K -100 -17%
BG
532
Bollard Group
Massachusetts
$52K
CAM
533
ClariVest Asset Management
California
$46K
TDC
534
Thompson Davis & Co
Virginia
$46K
TRCT
535
Tower Research Capital (TRC)
New York
$46K +$45.2K +441 New
VAM
536
Visionary Asset Management
Texas
$44K +$43.7K +427 New
MFS
537
MSI Financial Services
Massachusetts
$43K +$9.32K +91 +28%
GSC
538
Ground Swell Capital
South Carolina
$39K +$38.5K +376 New
ATC
539
Adirondack Trust Company
New York
$38K
BRWM
540
B. Riley Wealth Management
Tennessee
$37K
TSW
541
Thompson Siegel & Walmsley
Virginia
$29K
LNB
542
Ledyard National Bank
$28K
MUMSS
543
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K -$8.19K -80 -24%
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$27K
DAM
545
Delta Asset Management
Tennessee
$26K
OC
546
Oakworth Capital
Alabama
$26K
SFG
547
Sage Financial Group
Pennsylvania
$26K
ST
548
Stifel Trust
Missouri
$25K
CHC
549
City Holding Co
West Virginia
$24K
WTB
550
Washington Trust Bank
Washington
$23K

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.