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566 hedge funds and large institutions have $29.7B invested in Chubb in 2013 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 215 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

6% more funds holding

Funds holding: 536566 (+30)

2.26% more ownership

Funds ownership: 110.79%113.05% (+2.3%)

3% more capital invested

Capital invested by funds: $28.9B → $29.7B (+$788M)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 215

17% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $104M

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
16.43%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
71
Increased
190
Reduced
215
Closed
37
Calls
$86.7M
Puts
$104M
Net Calls
-$17.5M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
551
TCI Wealth Advisors
Arizona
$8K
LWA
552
Lenox Wealth Advisors
New York
$8K +$7.46K +76 New
RFA
553
Reilly Financial Advisors
California
$7K
SNT
554
Security National Trust
West Virginia
$7K
WRM
555
Westport Resources Management
Connecticut
$7K
CCS
556
Crosspoint Capital Strategies
California
$7K +$6.88K +70 New
CFA
557
Carroll Financial Associates
North Carolina
$6K
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$5K
CAW
559
Cornerstone Advisors (Washington)
Washington
$4K
TFO
560
Tarbox Family Office
California
$4K +$3.54K +36 New
KCPG
561
Kavar Capital Partners Group
Kansas
$4K +$4.03K +41 New
FHA
562
First Horizon Advisors
Tennessee
$3K -$4.91K -50 -58%
JFA
563
JNBA Financial Advisors
Minnesota
$3K
MA
564
MCF Advisors
Kentucky
$3K
EWM
565
Elite Wealth Management
Washington
$2K +$1.96K +20 New
CFA
566
Camarda Financial Advisors
Florida
$1K +$1.18K +12 New
MRCM
567
M&R Capital Management
New Jersey
$336
SM
568
Seminole Management
New York
-$32.2M -344,564 Closed
OI
569
Oakbrook Investments
Illinois
-$13M -139,172 Closed
CII
570
CR Intrinsic Investors
Connecticut
-$9.89M -105,700 Closed
KA
571
Kerrisdale Advisers
Florida
-$8.99M -96,122 Closed
WMSA
572
Weiss Multi-Strategy Advisers
New York
-$4.68M -50,000 Closed
MCM
573
Moore Capital Management
New York
-$3.3M -35,315 Closed
DKCM
574
Davidson Kempner Capital Management
New York
-$2.99M -32,000 Closed
QIM
575
Quantitative Investment Management
Virginia
-$2.17M -23,200 Closed