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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
BIAS
701
Beacon Investment Advisory Services
New Jersey
$682K -$482K -3,227 -41%
HL
702
HeadInvest LLC
Maine
$682K -$58.4K -391 -8%
FCAG
703
First Capital Advisors Group
New Jersey
$681K -$2.84K -19 -0.4%
SC
704
Slow Capital
California
$665K +$677K +4,533 New
PC
705
Port Capital
Illinois
$653K +$667K +4,467 New
PG
706
Pendal Group
Australia
$645K
HAG
707
HighPoint Advisor Group
Illinois
$645K +$214K +1,435 +48%
CA
708
Calton & Associates
Florida
$645K +$629K +4,211 New
SL
709
Summitry LLC
California
$640K
APA
710
American Portfolios Advisors
New York
$632K +$646K +4,325 New
AWA
711
AmeriServ Wealth Advisors
Pennsylvania
$620K +$609K +4,078 New
CWM
712
Calamos Wealth Management
Illinois
$616K -$2.11M -14,120 -77%
CPR
713
CSU Producer Resources
Ohio
$616K
JIR
714
James Investment Research
Ohio
$614K -$1.11M -7,440 -64%
VIA
715
Vident Investment Advisory
Georgia
$611K -$33.6K -225 -5%
HC
716
Henshaw Capital
Massachusetts
$610K
SCM
717
Shelton Capital Management
Colorado
$606K
ZIC
718
ZWJ Investment Counsel
Georgia
$605K +$41.1K +275 +7%
RC
719
Roundview Capital
New Jersey
$598K +$4.48K +30 +0.7%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$596K
IWA
721
IBEX Wealth Advisors
New Jersey
$596K +$23.5K +157 +4%
PI
722
Parkside Investments
Illinois
$585K +$254K +1,700 +74%
STMM
723
South Texas Money Management
Texas
$579K -$2.69K -18 -0.5%
BIC
724
Beach Investment Counsel
Pennsylvania
$577K
WI
725
Wintrust Investments
Illinois
$577K +$1.2K +8 +0.2%

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.