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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
SFSIG
651
San Francisco Sentry Investment Group
California
$837K +$9.26K +62 +1%
WTC
652
WhitTier Trust Company
Nevada
$836K +$26.9K +180 +3%
TIAAOA
653
Teachers Insurance & Annuity Association of America
New York
$836K +$854K +5,716 New
FRM
654
Foundation Resource Management
Arkansas
$835K
RCA
655
Rowland Carmichael Advisors
Arizona
$832K +$2.69K +18 +0.3%
IA
656
IndexIQ Advisors
New York
$827K +$846K +5,661 New
BFO
657
Biltmore Family Office
North Carolina
$826K +$841K +5,626 New
FPFS
658
First Personal Financial Services
North Carolina
$823K -$71K -475 -8%
Connor, Clark & Lunn Investment Management (CC&L)
659
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$822K -$3M -20,100 -78%
BTIS
660
BB&T Investment Services
North Carolina
$811K +$297K +1,991 +54%
HCC
661
Hirtle Callaghan & Co
Pennsylvania
$809K -$16.4K -110 -2%
MCM
662
McRae Capital Management
New Jersey
$809K +$23.9K +160 +3%
CG
663
Colony Group
Massachusetts
$809K +$530K +3,550 +179%
SLG
664
Stanley-Laman Group
Pennsylvania
$805K -$29.7K -199 -3%
MGIA
665
Moneta Group Investment Advisors
Missouri
$803K -$4.18K -28 -0.5%
GHCM
666
Glen Harbor Capital Management
California
$802K +$78.9K +528 +11%
AWM
667
Aries Wealth Management
Maine
$790K +$797K +5,333 New
NIM
668
NuWave Investment Management
New Jersey
$788K +$805K +5,390 New
SWP
669
Stratos Wealth Partners
Ohio
$786K +$26.6K +178 +3%
BFEC
670
Benjamin F. Edwards & Company
Missouri
$781K +$189K +1,268 +31%
LOAME
671
Lombard Odier Asset Management (Europe)
United Kingdom
$774K -$30K -201 -4%
FG
672
Fiduciary Group
Georgia
$771K -$10.5K -70 -1%
AC
673
Arjuna Capital
North Carolina
$767K +$784K +5,250 New
SWM
674
SeaCrest Wealth Management
New York
$766K +$783K +5,241 New
FAAS
675
First Allied Advisory Services
California
$765K +$49.3K +330 +7%

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.