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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
RA
601
Rational Advisors
New York
$11K -$1.42M -12,664 -99%
IMS
602
Index Management Solutions
Pennsylvania
$11K -$60.2K -535 -85%
BBHC
603
Brown Brothers Harriman & Co
New York
$11K -$1.69K -15 -14%
PSI
604
Pinnacle Summer Investments
Virginia
$11K
WA
605
Waverly Advisors
Alabama
$11K
HDIM
606
Hanson & Doremus Investment Management
Vermont
$11K +$11.2K +100 New
TWA
607
TCI Wealth Advisors
Arizona
$9K
PIM
608
Parasol Investment Management
Illinois
$8K
MUS
609
Mitsubishi UFJ Securities
Japan
$8K +$7.87K +70 New
FNBOO
610
First National Bank of Omaha
Nebraska
$7.53K +$540K +4,805 +7%
WRM
611
Westport Resources Management
Connecticut
$7K
TFO
612
Tarbox Family Office
California
$6K
AWS
613
Aris Wealth Services
Pennsylvania
$6K +$5.62K +50 New
IPC
614
Independent Portfolio Consultants
Florida
$5K +$4.95K +44 New
CBT
615
Central Bank & Trust
Kentucky
$5K +$5.06K +45 New
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$4K -$6.07K -54 -63%
FHA
617
First Horizon Advisors
Tennessee
$4K +$3.71K +33 New
VNA
618
Valley National Advisers
Pennsylvania
$4K +$3.71K +33 New
WEC
619
Winslow Evans & Crocker
Massachusetts
$3.68K -$18.4K -164 -83%
JFA
620
JNBA Financial Advisors
Minnesota
$3K
SIA
621
Stancorp Investment Advisers
Oregon
$3K
WC
622
Whitnell & Co
Illinois
$3K
GWM
623
Gupta Wealth Management
California
$3K +$2.92K +26 New
HMS
624
Hanseatic Management Services
New Mexico
$2K
KT
625
Kanaly Trust
Texas
$2K

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.