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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
EMB
751
Elefante Mark B
$397K +$77.1K +605 +25%
CS
752
Credential Securities
$395K +$381K +2,990 New
ST
753
Smithfield Trust
Pennsylvania
$395K -$40.7K -319 -10%
WCA
754
Westover Capital Advisors
Delaware
$393K -$87K -682 -19%
MBT
755
Montecito Bank & Trust
California
$392K +$378K +2,967 New
IWM
756
IHT Wealth Management
Illinois
$392K +$379K +2,975 New
ACH
757
ArrowMark Colorado Holdings
Colorado
$390K +$255K +2,000 +211%
TF
758
Tompkins Financial
New York
$388K -$2.04K -16 -0.5%
NPA
759
Nichols & Pratt Advisers
Massachusetts
$382K
NCM
760
Narwhal Capital Management
Georgia
$378K -$969K -7,600 -73%
HAG
761
HighPoint Advisor Group
Illinois
$378K +$16.6K +130 +5%
WA
762
Waverly Advisors
Alabama
$373K +$146K +1,145 +68%
SBH
763
Segall Bryant & Hamill
Illinois
$372K -$11.5K -90 -3%
CIC
764
Cornercap Investment Counsel
Georgia
$369K +$356K +2,790 New
CIA
765
Choate Investment Advisors
Massachusetts
$369K
CIA
766
Capital Investment Advisors
Georgia
$368K -$13.3K -104 -4%
MCM
767
MV Capital Management
Maryland
$368K -$5.87K -46 -2%
BHWM
768
Bar Harbor Wealth Management
New Hampshire
$365K +$25.5K +200 +8%
FMW
769
Farr Miller & Washington
District of Columbia
$359K -$88K -690 -20%
SC
770
Savant Capital
Illinois
$357K -$10.5K -82 -3%
PAS
771
Partnervest Advisory Services
California
$355K -$11.9K -93 -3%
ZIC
772
ZWJ Investment Counsel
Georgia
$353K
FMBTD
773
First Midwest Bank Trust Division
Illinois
$343K -$9.56K -75 -3%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$340K +$264K +2,067 +411%
BCP
775
Berkeley Capital Partners
Georgia
$335K +$7.39K +58 +2%

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.