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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
CFA
551
Carroll Financial Associates
North Carolina
$96K
MCM
552
MV Capital Management
Maryland
$95K -$11.6K -103 -11%
TCOV
553
Trust Company of Vermont
Vermont
$93K
FANJ
554
Financial Architects (New Jersey)
New Jersey
$92K +$85.2K +758 +1,068%
PMFA
555
Plante Moran Financial Advisors
Michigan
$81K
CFG
556
CKW Financial Group
Hawaii
$74K +$14.3K +127 +24%
VFA
557
Virtus Fund Advisers
Connecticut
$71K -$43.5K -387 -38%
WA
558
WealthTrust-Arizona
Arizona
$70K -$1.12K -10 -2%
WA
559
WFG Advisors
Texas
$68K -$4.72K -42 -6%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K -$124K -1,100 -65%
PIA
561
Piedmont Investment Advisors
North Carolina
$60.8K
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$58K
Manulife (Manufacturers Life Insurance)
563
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.3K +$13M +115,525 +29%
NFG
564
Next Financial Group
Texas
$57K
CRM
565
Cramer Rosenthal McGlynn
Connecticut
$56K
JWA
566
JFS Wealth Advisors
Pennsylvania
$52K
AIM
567
Advantage Investment Management
Iowa
$50K +$1.01K +9 +2%
WCM
568
Wealthcare Capital Management
Virginia
$50K +$50.1K +446 New
CAM
569
ClariVest Asset Management
California
$49K
SSB
570
Sandy Spring Bank
Maryland
$47K -$6.52K -58 -12%
Loomis, Sayles & Company
571
Loomis, Sayles & Company
Massachusetts
$46K -$13.3K -118 -22%
KA
572
Klingman & Associates
New York
$43K
TDC
573
Thompson Davis & Co
Virginia
$43K +$41.7K +371 +2,650%
PSUF
574
People's United Financial
Connecticut
$41K +$41.7K +371 New
MFBTD
575
MB Financial Bank - Trust Department
Illinois
$37K

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.