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
PTC
651
Private Trust Company
Ohio
$781K +$63.6K +499 +9%
CSIC
652
Clifford Swan Investment Counsel
California
$780K +$32.5K +255 +5%
HL
653
HeadInvest LLC
Maine
$774K
AP
654
AHL Partners
United Kingdom
$768K +$326K +2,555 +78%
AIA
655
Allegis Investment Advisors
Idaho
$767K +$133K +1,046 +22%
CC
656
Cipher Capital
New York
$764K +$738K +5,788 New
RW
657
Rand Wealth
Maryland
$761K
CPA
658
Columbia Pacific Advisors
Washington
$759K +$733K +5,747 New
AW
659
ACG Wealth
Georgia
$758K -$92.3K -724 -11%
FRM
660
Foundation Resource Management
Arkansas
$755K
Loomis, Sayles & Company
661
Loomis, Sayles & Company
Massachusetts
$748K +$129K +1,010 +22%
FNB
662
Farmers National Bank
Kentucky
$740K
SCA
663
Salient Capital Advisors
Texas
$735K +$14.7K +115 +2%
TCM
664
Tributary Capital Management
Nebraska
$727K
IAA
665
Ironsides Asset Advisors
North Carolina
$722K +$5.99K +47 +0.9%
HFS
666
HL Financial Services
Kentucky
$709K -$106K -831 -13%
SWP
667
Stratos Wealth Partners
Ohio
$709K +$17.9K +140 +3%
SFSIG
668
San Francisco Sentry Investment Group
California
$708K
CAM
669
Cidel Asset Management
Ontario, Canada
$707K -$124K -976 -15%
DJSG
670
D.J. St. Germain
Massachusetts
$705K +$113K +883 +20%
FFSOTS
671
Fiduciary Financial Services of The Southwest
Texas
$695K +$66.6K +522 +11%
PCM
672
Parsons Capital Management
Rhode Island
$694K +$24.2K +190 +4%
QI
673
Quotient Investors
New York
$694K +$275K +2,154 +69%
BP
674
Ballentine Partners
Massachusetts
$687K +$154K +1,207 +29%
FCAG
675
First Capital Advisors Group
New Jersey
$677K +$653K +5,123 New

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.