We are live on ! Find out more

999 hedge funds and large institutions have $54.6B invested in Chubb in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 391 increasing their positions, 324 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 51

54% more call options, than puts

Call options by funds: $101M | Put options by funds: $65.9M

34% more funds holding in top 10

Funds holding in top 10: 2939 (+10)

21% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 324

18% more capital invested

Capital invested by funds: $46.2B → $54.6B (+$8.44B)

8% more funds holding

Funds holding: 923999 (+76)

8.2% more ownership

Funds ownership: 80.68%88.88% (+8.2%)

Holders
999
Holders Change
+76
Holders Change %
+8.23%
% of All Funds
24.97%
Holding in Top 10
39
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+34.48%
% of All Funds
0.97%
New
140
Increased
391
Reduced
324
Closed
51
Calls
$101M
Puts
$65.9M
Net Calls
+$35.4M
Net Calls Change
+$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
626
USCA RIA
Texas
$895K +$39K +306 +5%
VRS
627
Virginia Retirement Systems
Virginia
$891K
LOAME
628
Lombard Odier Asset Management (Europe)
United Kingdom
$888K
ZAM
629
Zevin Asset Management
Massachusetts
$883K +$2.04K +16 +0.2%
LFAS
630
Level Four Advisory Services
Texas
$883K +$852K +6,683 New
MCM
631
Monarch Capital Management
Indiana
$876K
MC
632
Moors & Cabot
Massachusetts
$871K +$6.38K +50 +0.8%
LNB
633
Ledyard National Bank
$853K
CCP
634
Corient Capital Partners
California
$849K -$20K -157 -2%
DHFB
635
Dixon Hubard Feinour & Brown
Virginia
$837K
HTC
636
Haverford Trust Company
Pennsylvania
$833K -$46.9K -368 -6%
FAM
637
Foresters Asset Management
Ontario, Canada
$832K -$102K -800 -11%
MA
638
MCF Advisors
Kentucky
$832K
LAM
639
Lingohr Asset Management
Germany
$832K +$803K +6,300 New
ATIA
640
American Trust Investment Advisors
New Hampshire
$831K
CA
641
Clearstead Advisors
Ohio
$828K +$799K +6,265 New
NGA
642
Naples Global Advisors
Florida
$825K -$27.4K -215 -3%
FPA
643
Fieldpoint Private Advisors
New York
$809K
RCA
644
Rowland Carmichael Advisors
Arizona
$808K +$11.3K +89 +1%
PP
645
Patten & Patten
Tennessee
$805K
LC
646
Lincoln Capital
Nebraska
$798K -$49K -384 -6%
SAIG
647
Semper Augustus Investments Group
Colorado
$795K
FG
648
Fiduciary Group
Georgia
$791K +$12.8K +100 +2%
CPIM
649
Columbia Partners Investment Management
Virginia
$788K +$46.2K +362 +6%
FAAS
650
First Allied Advisory Services
California
$785K +$153K +1,200 +25%

CB Hedge Fund Activity: Q4 2016 in Review

999 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2016, worth a combined $54.6B — up 18% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CB positions and 51 closed out — a net gain of 89 holders — while 391 added to existing stakes and 324 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $2.99B. The largest seller was JP Morgan Chase, cutting an estimated $261M.

  • 999 institutional investors held Chubb (CB) as of Q4 2016, up from 923 in Q3 2016.
  • Funds reported $54.6B of Chubb stock for Q4 2016, up 18% quarter-over-quarter.
  • 140 funds opened new Chubb positions in Q4 2016 and 51 closed out, a net change of +89 holders.
  • The largest Chubb buyer in Q4 2016 was Capital World Investors, an estimated $2.99B added.
  • The largest Chubb seller in Q4 2016 was JP Morgan Chase, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2016.