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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
PAM
526
Panagora Asset Management
Massachusetts
$1.7M -$23.6K -185 -1%
KFA
527
Kelleher Financial Advisors
New York
$1.69M -$19.1K -150 -1%
FCM
528
Flinton Capital Management
Pennsylvania
$1.68M +$1.62M +12,684 New
NED
529
Nancy E. Dempze
$1.67M +$122K +960 +8%
ACM
530
Azimuth Capital Management
Michigan
$1.66M +$66.9K +525 +4%
LJAC
531
L.J. Altfest & Co
New York
$1.66M +$1.6M +12,552 New
WCM
532
Wunderlich Capital Managemnt
Tennessee
$1.65M -$26.8K -210 -2%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$1.56M +12,234 New
VKH
534
Virtu KCG Holdings
New York
$1.6M +$1.09M +8,551 +239%
OIA
535
Optimum Investment Advisors
Illinois
$1.6M
FC
536
Fayerweather Charles
$1.57M +$173K +1,354 +13%
GJIC
537
Gamble Jones Investment Counsel
California
$1.57M +$25.6K +201 +2%
FMT
538
First Mercantile Trust
Tennessee
$1.55M -$348K -2,730 -19%
IAA
539
Independent Advisor Alliance
North Carolina
$1.54M +$1.5M +11,756 New
ONB
540
Old National Bancorp
Indiana
$1.54M -$116K -906 -7%
CBB
541
Citizens Business Bank
California
$1.54M +$434K +3,400 +41%
BRWA
542
B. Riley Wealth Advisors
Florida
$1.53M -$129K -1,008 -8%
Federated Hermes
543
Federated Hermes
Pennsylvania
$1.52M -$70.6K -554 -5%
RCM
544
Riverhead Capital Management
Delaware
$1.51M -$115K -900 -7%
ACM
545
Argyle Capital Management
Pennsylvania
$1.51M
VNA
546
Valley National Advisers
Pennsylvania
$1.51M +$83.4K +654 +6%
MSV
547
MN Services Vermogensbeheer
Netherlands
$1.5M
NIT
548
NumerixS Investment Technologies
British Columbia, Canada
$1.49M +$1.44M +11,300 New
CI
549
Conning Inc
Connecticut
$1.48M -$1.44M -11,286 -50%
PPSG
550
Princeton Portfolio Strategies Group
New Jersey
$1.48M -$23K -180 -2%

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.