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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
PGA
576
Portland Global Advisors
Maine
$1.29M +$10.2K +68 +0.8%
LFAS
577
Level Four Advisory Services
Texas
$1.29M +$200K +1,336 +18%
CBB
578
Citizens Business Bank
California
$1.29M
PI
579
PHH Investments
Texas
$1.28M -$598 -4 -0%
NAMP
580
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.25M -$29.9K -200 -2%
CB
581
Chemical Bank
Michigan
$1.25M +$16.6K +111 +1%
QI
582
QS Investors
New York
$1.23M
CSUI
583
Cincinnati Specialty Underwriters Insurance
Ohio
$1.23M
WIP
584
Wellesley Investment Partners
Massachusetts
$1.23M +$64.4K +431 +5%
RIM
585
Regent Investment Management
Kentucky
$1.22M +$14.2K +95 +1%
HAM
586
Highstreet Asset Management
Ontario, Canada
$1.22M +$1.24M +8,329 New
SCA
587
Sippican Capital Advisors
Massachusetts
$1.2M +$7.47K +50 +0.6%
BWP
588
Baldwin Wealth Partners
Massachusetts
$1.2M +$30.2K +202 +3%
FA
589
FMA Advisory
Pennsylvania
$1.2M +$79.8K +534 +7%
NAM
590
Needelman Asset Management
California
$1.19M
MC
591
Moors & Cabot
Massachusetts
$1.18M +$91.9K +615 +8%
LJAC
592
L.J. Altfest & Co
New York
$1.17M -$6.28K -42 -0.5%
Dodge & Cox
593
Dodge & Cox
California
$1.17M -$38.8K -260 -3%
DHFB
594
Dixon Hubard Feinour & Brown
Virginia
$1.16M +$120K +806 +11%
UA
595
Unison Advisors
District of Columbia
$1.16M +$1.18M +7,883 New
RCM
596
Riverhead Capital Management
Delaware
$1.15M -$40.2K -269 -3%
VFA
597
Voya Financial Advisors
Connecticut
$1.15M -$2.09K -14 -0.2%
TAM
598
Tyers Asset Management
Texas
$1.1M +$108K +726 +11%
GP
599
GLG Partners
United Kingdom
$1.09M +$1.12M +7,484 New
BFA
600
Bragg Financial Advisors
North Carolina
$1.09M -$228K -1,529 -17%

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.