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1,074 hedge funds and large institutions have $60.6B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 406 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 59

70% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $47.4M

8% more funds holding

Funds holding: 9991,074 (+75)

3% more capital invested

Capital invested by funds: $58.7B → $60.6B (+$1.83B)

0.79% more ownership

Funds ownership: 88.54%89.33% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 406

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
1,074
Holders Change
+75
Holders Change %
+7.51%
% of All Funds
24.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.5%
New
137
Increased
366
Reduced
406
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
Achmea Investment Management
Netherlands
$1.69M +$1.36M +9,101 +367%
ACM
527
Argyle Capital Management
Pennsylvania
$1.68M +$12K +80 +0.7%
Victory Capital Management
528
Victory Capital Management
Texas
$1.65M +$57.8K +387 +4%
GVT
529
Genesee Valley Trust
New York
$1.65M -$102K -682 -6%
MCM
530
Monument Capital Management
Virginia
$1.64M +$1.67M +11,195 New
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$1.63M +$53.6K +359 +3%
LWS
532
Lucia Wealth Services
California
$1.63M +$1.66M +11,120 New
AIP
533
Ameritas Investment Partners
Nebraska
$1.6M -$510K -3,412 -24%
JWM
534
Jackson Wealth Management
Florida
$1.6M +$42K +281 +3%
ACM
535
Azimuth Capital Management
Michigan
$1.59M -$195K -1,307 -11%
IAA
536
Independent Advisor Alliance
North Carolina
$1.57M -$48.4K -324 -3%
WA
537
WBH Advisory
Maryland
$1.57M -$20.2K -135 -1%
AFM
538
Andesa Financial Management
Pennsylvania
$1.56M +$1.59M +10,670 New
BFM
539
Boston Financial Management
Massachusetts
$1.55M -$20.5K -137 -1%
ZCA
540
Zeke Capital Advisors
Pennsylvania
$1.55M +$596K +3,988 +60%
GD
541
Grandfield & Dodd
New York
$1.55M -$27.8K -186 -2%
BS
542
Banco Santander
Spain
$1.54M -$144K -961 -8%
HB
543
Homrich & Berg
Georgia
$1.54M +$62.9K +421 +4%
CI
544
Conning Inc
Connecticut
$1.53M -$40.3K -270 -3%
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$1.53M +$238K +1,595 +18%
MIC
546
Meridian Investment Counsel
California
$1.52M +$144K +963 +10%
HCA
547
Harbour Capital Advisors
Virginia
$1.5M +$617K +4,130 +67%
VNA
548
Valley National Advisers
Pennsylvania
$1.5M -$180K -1,202 -10%
AP
549
Appleton Partners
Massachusetts
$1.49M +$156K +1,041 +11%
OAC
550
OMERS Administration Corp
Ontario, Canada
$1.48M -$2.55M -17,100 -63%

CB Hedge Fund Activity: Q4 2017 in Review

1,074 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2017, worth a combined $60.6B — up 3.1% from $58.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CB positions and 59 closed out — a net gain of 78 holders — while 366 added to existing stakes and 406 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $220M.

  • 1,074 institutional investors held Chubb (CB) as of Q4 2017, up from 999 in Q3 2017.
  • Funds reported $60.6B of Chubb stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 137 funds opened new Chubb positions in Q4 2017 and 59 closed out, a net change of +78 holders.
  • The largest Chubb buyer in Q4 2017 was T. Rowe Price Associates, an estimated $818M added.
  • The largest Chubb seller in Q4 2017 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.