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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
WA
751
Waverly Advisors
Alabama
$496K +$44.4K +297 +10%
AW
752
ACG Wealth
Georgia
$495K -$161K -1,080 -24%
P
753
Pitcairn
Pennsylvania
$495K +$13.3K +89 +3%
SSB
754
Sandy Spring Bank
Maryland
$492K -$133K -888 -21%
MA
755
MANA Advisors
New York
$486K +$497K +3,326 New
BMO
756
Beck Mack & Oliver
New York
$484K
IIM
757
Intact Investment Management
Quebec, Canada
$483K
PFBT
758
Parkside Financial Bank & Trust
Missouri
$479K +$33.5K +224 +7%
WOC
759
West Oak Capital
California
$471K
SC
760
Savant Capital
Illinois
$470K -$3.29K -22 -0.7%
BWM
761
Buckley Wealth Management
Nevada
$467K +$478K +3,198 New
LNC
762
Lincoln National Corp
Pennsylvania
$465K +$181K +1,210 +61%
Pzena Investment Management
763
Pzena Investment Management
New York
$462K +$91.1K +610 +24%
ACP
764
Ashfield Capital Partners
California
$457K -$2.69K -18 -0.6%
BAS
765
Brown Advisory Securities
Maryland
$455K -$10.6K -71 -2%
DCM
766
Dupont Capital Management
Delaware
$451K +$32.3K +216 +8%
NL
767
NVWM LLC
Pennsylvania
$451K +$459K +3,071 New
AAM
768
Aureus Asset Management
Massachusetts
$447K -$10.3K -69 -2%
PAS
769
Park Avenue Securities
New York
$445K +$261K +1,747 +126%
CS
770
Credential Securities
$441K -$1.64K -11 -0.4%
AB
771
Atlas Brown
Kentucky
$441K -$74.7K -500 -15%
6M
772
6 Meridian
Kansas
$435K +$445K +2,979 New
MF
773
Magnetar Financial
Illinois
$434K +$444K +2,970 New
ST
774
Smithfield Trust
Pennsylvania
$431K +$1.94K +13 +0.4%
TF
775
Tompkins Financial
New York
$430K

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.