We are live on ! Find out more

631 hedge funds and large institutions have $29.5B invested in Chubb in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 230 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $13.4M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

0.79% more ownership

Funds ownership: 114.24%115.02% (+0.79%)

0% more funds holding

Funds holding: 631631 (0)

9% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 252

13% less capital invested

Capital invested by funds: $34B → $29.5B (-$4.45B)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
631
Holders Change
Holders Change %
0%
% of All Funds
16.81%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
51
Increased
230
Reduced
252
Closed
42
Calls
$48.5M
Puts
$13.4M
Net Calls
+$35.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
526
Brown Advisory Securities
Maryland
$218K -$2.47K -22 -1%
MYAM
527
Meiji Yasuda Asset Management
Japan
$215K +$216K +1,925 New
GLRA
528
Gerald L. Ray & Associates
Texas
$206K
QCMC
529
Quantum Capital Management (California)
California
$204K -$32.8K -292 -14%
AIM
530
Artemis Investment Management
United Kingdom
$201K -$4.36M -38,753 -96%
NFG
531
Nadler Financial Group
Illinois
$201K
Fuller & Thaler Asset Management
532
Fuller & Thaler Asset Management
California
$201K +$169K +1,500 +500%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$201K +$203K +1,807 New
BFO
534
Boston Family Office
Massachusetts
$200K
FNBT
535
FineMark National Bank & Trust
Florida
$197K +$16.8K +149 +9%
MFS
536
MSI Financial Services
Massachusetts
$197K +$137K +1,220 +223%
AAM
537
Advisors Asset Management
Colorado
$190K -$1.21M -10,802 -86%
Creative Planning
538
Creative Planning
Kansas
$181K +$19.5K +173 +12%
CHP
539
Cable Hill Partners
Oregon
$173K +$28.1K +250 +17%
Simplex Trading
540
Simplex Trading
Illinois
$168K +$170K +1,511 New
SC
541
SRB Corp
Massachusetts
$166K +$17.1K +152 +11%
GLI
542
Guardian Life Insurance
New York
$160K -$51.6K -459 -24%
F
543
FolioMetrix
Nebraska
$155K -$70.8K -630 -31%
TF
544
Tompkins Financial
New York
$143K
MCM
545
Manchester Capital Management
Vermont
$138K -$32.9K -293 -19%
MA
546
MUFG Americas
New York
$131K +$45.2K +402 +52%
SAMC
547
Shinko Asset Management Company
Japan
$115K -$16.3K -145 -12%
JIC
548
Joel Isaacson & Co
New York
$111K
SM
549
Salzhauer Michael
$111K
First Manhattan
550
First Manhattan
New York
$102K -$562 -5 -0.5%

CB Hedge Fund Activity: Q1 2015 in Review

631 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2015, worth a combined $29.5B — down 13% from $34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CB positions and 42 closed out — a net gain of 9 holders — while 230 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $70M. The largest seller was State Street, cutting an estimated $155M.

  • 631 institutional investors held Chubb (CB) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $29.5B of Chubb stock for Q1 2015, down 13% quarter-over-quarter.
  • 51 funds opened new Chubb positions in Q1 2015 and 42 closed out, a net change of +9 holders.
  • The largest Chubb buyer in Q1 2015 was Wellington Management Group, an estimated $70M added.
  • The largest Chubb seller in Q1 2015 was State Street, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2015.