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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
DCM
601
Dynamic Capital Management
Jersey
$1.09M -$1.4M -9,340 -56%
QSS
602
Quantitative Systematic Strategies
Florida
$1.08M -$733K -4,904 -40%
LMIM
603
Lockheed Martin Investment Management
Maryland
$1.07M -$9.17M -61,400 -89%
CCP
604
Corient Capital Partners
California
$1.06M +$79.3K +531 +8%
BBI
605
Baxter Bros Inc
Connecticut
$1.06M -$128K -854 -11%
NBG
606
Nancy B. Gardiner
$1.05M -$554K -3,705 -34%
MNG
607
Manning & Napier Group
New York
$1.05M +$1.07M +7,181 New
EHC
608
Everett Harris & Co
California
$1.03M -$4.48K -30 -0.4%
ACS
609
Archford Capital Strategies
Illinois
$1.01M -$49.6K -332 -5%
BP
610
Ballentine Partners
Massachusetts
$1.01M -$85.9K -575 -8%
PVWM
611
Point View Wealth Management
New Jersey
$1.01M
DDPIC
612
Deroy & Devereaux Private Investment Counsel
Michigan
$996K
CG
613
Clinton Group
New York
$996K +$1.02M +6,819 New
YWP
614
YorkBridge Wealth Partners
New York
$991K +$56K +375 +6%
VRS
615
Virginia Retirement Systems
Virginia
$985K
PHS
616
Pekin Hardy Strauss
Illinois
$983K +$97.1K +650 +11%
MCM
617
Monarch Capital Management
Indiana
$977K
FCH
618
Freestone Capital Holdings
Washington
$972K +$14K +94 +1%
LNB
619
Ledyard National Bank
$960K +$8.22K +55 +0.8%
HCP
620
Holt Capital Partners
Texas
$952K -$61K -408 -6%
SGCA
621
Steel Grove Capital Advisors
Tennessee
$950K +$550K +3,681 +132%
RW
622
Rand Wealth
Maryland
$949K +$5.38K +36 +0.6%
WSCM
623
Wellington Shields Capital Management
New York
$948K +$28.1K +188 +3%
BCP
624
Berkeley Capital Partners
Georgia
$945K -$26K -174 -3%
FFSOTS
625
Fiduciary Financial Services of The Southwest
Texas
$945K +$50.3K +337 +5%

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.