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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
GC
626
Garde Capital
Washington
$941K +$14.9K +100 +2%
NIM
627
Northeast Investment Management
Massachusetts
$929K -$63.5K -425 -6%
RIM
628
Rampart Investment Management
Connecticut
$923K +$81K +542 +9%
LAM
629
Lingohr Asset Management
Germany
$921K
ATIA
630
American Trust Investment Advisors
New Hampshire
$919K
NGA
631
Naples Global Advisors
Florida
$918K +$5.38K +36 +0.6%
PTC
632
Private Trust Company
Ohio
$917K +$30.9K +207 +3%
WIC
633
Woodmont Investment Counsel
Tennessee
$912K -$52.3K -350 -5%
DC
634
Davenport & Co
Virginia
$908K +$375K +2,509 +68%
AT
635
Argent Trust
Texas
$906K -$93.8K -628 -9%
HW
636
Hancock Whitney
Mississippi
$904K -$155K -1,038 -14%
GH
637
GAM Holding
Switzerland
$901K +$921K +6,165 New
Balyasny Asset Management
638
Balyasny Asset Management
Illinois
$898K -$1.45M -9,721 -61%
LC
639
Lincoln Capital
Nebraska
$887K +$3.88K +26 +0.4%
WAM
640
Wealthspire Advisors (Maryland)
Maryland
$879K +$52.9K +354 +6%
PP
641
Patten & Patten
Tennessee
$877K
TAM
642
Tiverton Asset Management
Delaware
$872K +$891K +5,966 New
S
643
SimplyRich
California
$867K +$887K +5,936 New
VF
644
Virtu Financial
New York
$860K +$879K +5,886 New
AWM
645
Avior Wealth Management
Nebraska
$855K +$866K +5,794 +10,165%
CIBC World Market
646
CIBC World Market
Ontario, Canada
$855K +$874K +5,852 New
ZAM
647
Zevin Asset Management
Massachusetts
$849K -$170K -1,140 -16%
CA
648
Clearstead Advisors
Ohio
$849K -$44.7K -299 -5%
EMB
649
Elefante Mark B
$846K +$258K +1,725 +42%
MOS
650
MGO One Seven
Ohio
$843K +$862K +5,771 New

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.