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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
EGM
701
Engineers Gate Manager
New York
$555K +$536K +4,200 New
FNBT
702
FineMark National Bank & Trust
Florida
$552K +$19.4K +152 +4%
DLA
703
Douglas Lane & Associates
New York
$548K -$53.7K -421 -9%
IWA
704
IBEX Wealth Advisors
New Jersey
$548K -$638 -5 -0.1%
BAS
705
Brown Advisory Securities
Maryland
$546K -$66.2K -519 -11%
Mackenzie Financial
706
Mackenzie Financial
Ontario, Canada
$545K -$2.38M -18,651 -82%
CCA
707
Checchi Capital Advisers
California
$545K +$54.3K +426 +12%
BMO
708
Beck Mack & Oliver
New York
$544K
AT
709
Arden Trust
Delaware
$542K -$1.91K -15 -0.4%
SFSG
710
Stearns Financial Services Group
North Carolina
$533K
CCM
711
Compton Capital Management
Rhode Island
$526K -$512K -4,012 -50%
CWM
712
Cornerstone Wealth Management
Missouri
$522K -$9.69K -76 -2%
BIC
713
Beach Investment Counsel
Pennsylvania
$521K -$43.4K -340 -8%
SEC
714
Seven Eight Capital
New York
$518K +$500K +3,920 New
FCBT
715
First Citizens Bank & Trust
North Carolina
$512K -$99.8K -783 -17%
BTNA
716
Bremer Trust National Association
Minnesota
$510K +$27.7K +217 +6%
IA
717
IFP Advisors
Florida
$504K +$59.3K +465 +14%
IP
718
Investment Partners
Ohio
$503K +$486K +3,810 New
BHA
719
Beech Hill Advisors
New York
$502K
TSW
720
Thompson Siegel & Walmsley
Virginia
$493K -$38.3K -300 -7%
PA
721
Parallel Advisors
California
$493K +$476K +3,730 New
FRM
722
Fox Run Management
Connecticut
$489K +$472K +3,700 New
FAM
723
Formidable Asset Management
Ohio
$486K -$22.4K -176 -5%
PFO
724
Pathstone Family Office
New Jersey
$473K +$362K +2,843 +388%
GT
725
Glenview Trust
Kentucky
$465K +$449K +3,522 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.