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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$170M +$4.56M +30,527 +3%
PPA
52
Parametric Portfolio Associates
Washington
$159M +$7.6M +50,875 +5%
PC
53
Polar Capital
United Kingdom
$159M +$3.22M +21,534 +2%
SCCM
54
Schafer Cullen Capital Management
New York
$155M -$3.44M -23,000 -2%
PI
55
Putnam Investments
Massachusetts
$155M +$3.12M +20,857 +2%
MWP
56
MYCIO Wealth Partners
Pennsylvania
$155M -$3.28M -21,980 -2%
RJA
57
Raymond James & Associates
Florida
$154M +$12.1M +80,874 +8%
TG
58
TCW Group
California
$153M -$18.2M -121,950 -10%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$151M -$2.98M -19,943 -2%
Lord, Abbett & Co
60
Lord, Abbett & Co
New Jersey
$149M -$15.9M -106,570 -9%
CGI
61
CI Global Investments
California
$148M +$103M +691,802 +215%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$145M -$1.08M -7,216 -0.7%
US Bancorp
63
US Bancorp
Minnesota
$142M +$2.72M +18,195 +2%
AllianceBernstein
64
AllianceBernstein
Tennessee
$141M -$8.32M -55,682 -5%
SBAM
65
Santa Barbara Asset Management
California
$134M -$2.14M -14,344 -2%
Stifel Financial
66
Stifel Financial
Missouri
$133M -$4.53M -30,295 -3%
CS
67
Credit Suisse
Switzerland
$125M +$15.9M +106,641 +14%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$120M +$736K +4,929 +0.6%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$120M +$1.85M +12,351 +2%
Jennison Associates
70
Jennison Associates
New York
$119M +$17.3M +115,556 +17%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$118M -$19.6M -130,875 -14%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$117M -$675K -4,517 -0.6%
Barclays
73
Barclays
United Kingdom
$117M +$28.3M +189,372 +31%
AQR Capital Management
74
AQR Capital Management
Connecticut
$117M -$76.3M -510,734 -39%
Prudential Financial
75
Prudential Financial
New Jersey
$114M -$3M -20,073 -3%

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.