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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
CA
726
Cynosure Advisors
Utah
$576K +$589K +3,940 New
LSAG
727
Lake Street Advisors Group
New Hampshire
$576K +$589K +3,941 New
CCM
728
Compton Capital Management
Rhode Island
$574K
CPC
729
Congress Park Capital
New York
$574K +$587K +3,930 New
PCM
730
Pointe Capital Management
Michigan
$565K -$121K -812 -17%
SIA
731
Starfire Investment Advisers
Michigan
$565K +$578K +3,868 New
CONA
732
Capital One National Association
New York
$561K -$26.9K -180 -4%
S
733
SignatureFD
Georgia
$561K +$23.9K +160 +4%
IA
734
IFG Advisory
Georgia
$560K +$573K +3,833 New
TSW
735
Thompson Siegel & Walmsley
Virginia
$556K +$8.96K +60 +2%
BHA
736
Beech Hill Advisors
New York
$555K
STA
737
Summit Trail Advisors
New York
$550K +$541K +3,620 New
CCA
738
Checchi Capital Advisers
California
$543K +$12.3K +82 +2%
IA
739
IFP Advisors
Florida
$542K +$39K +261 +8%
MRCM
740
M&R Capital Management
New Jersey
$532K +$23.2K +155 +4%
FNBT
741
FineMark National Bank & Trust
Florida
$526K
CAW
742
Cornerstone Advisors (Washington)
Washington
$523K -$87.5K -586 -14%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$519K
CPA
744
Capital Planning Advisors
California
$515K +$233K +1,557 +79%
1WA
745
180 Wealth Advisors
Washington
$513K +$525K +3,513 New
FNB
746
Farmers National Bank
Kentucky
$511K -$65K -435 -11%
TAM
747
Taurus Asset Management
New York
$511K
CC
748
Courier Capital
New York
$503K -$13.7K -92 -3%
CA
749
Cetera Advisors
Colorado
$501K +$2.09K +14 +0.4%
GIA
750
Guyasuta Investment Advisors
Pennsylvania
$498K

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.