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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
WEC
551
Winslow Evans & Crocker
Massachusetts
$20.4K +$20.2K +197 New
ZTNA
552
Zions Trust National Association
Utah
$16K
DBT
553
Dubuque Bank & Trust
Iowa
$15K
WA
554
Waverly Advisors
Alabama
$15K
PMAM
555
Picton Mahoney Asset Management
Ontario, Canada
$14.9K +$123K +1,200 +0.8%
CFA
556
Carroll Financial Associates
North Carolina
$13K
BFEC
557
Benjamin F. Edwards & Company
Missouri
$13K +$13.3K +130 New
PAS
558
Partnervest Advisory Services
California
$10K
PSI
559
Pinnacle Summer Investments
Virginia
$10K
SEC
560
Seven Eight Capital
New York
$10K +$10.2K +100 New
ECM
561
Exchange Capital Management
Michigan
$9K -$7.37K -72 -46%
KTC
562
Kistler-Tiffany Companies
Pennsylvania
$9K
TWA
563
TCI Wealth Advisors
Arizona
$8K
RFA
564
Reilly Financial Advisors
California
$7K
WRM
565
Westport Resources Management
Connecticut
$7K
CAW
566
Cornerstone Advisors (Washington)
Washington
$6K +$1.84K +18 +47%
ST
567
Spot Trading
Illinois
$5K -$572K -5,582 -99%
AP
568
Advisors Preferred
Maryland
$4.36K +$4.3K +42 New
NYLT
569
New York Life Trust
New York
$3K -$48K -469 -95%
FHA
570
First Horizon Advisors
Tennessee
$3K
JFA
571
JNBA Financial Advisors
Minnesota
$3K
TFO
572
Tarbox Family Office
California
$3K
WC
573
Whitnell & Co
Illinois
$3K +$2.87K +28 New
KT
574
Kanaly Trust
Texas
$2K +$1.54K +15 New
CFA
575
Camarda Financial Advisors
Florida
$1K

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.