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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
KP
776
Keel Point
Alabama
$333K +$31.4K +246 +11%
YMRC
777
Yorktown Management & Research Company
Virginia
$330K
SPC
778
Sigma Planning Corp
Michigan
$327K -$7.78K -61 -2%
ZCA
779
Zeke Capital Advisors
Pennsylvania
$323K +$311K +2,442 New
MSR
780
Main Street Research
Connecticut
$322K
DWT
781
Dorsey & Whitney Trust
South Dakota
$319K -$64.6K -507 -17%
RMSCM
782
R.M. Sincerbeaux Capital Management
New York
$317K
BCM
783
Bayesian Capital Management
New York
$317K +$306K +2,400 New
IWMPD
784
Integrated Wealth Management (Palm Desert)
California
$313K -$9.69K -76 -3%
MMG
785
Monetary Management Group
Missouri
$307K
LCM
786
Logan Capital Management
Pennsylvania
$305K +$294K +2,308 New
HA
787
Harfst & Associates
Wyoming
$302K -$154K -1,206 -35%
MPI
788
Mairs & Power Inc
Minnesota
$302K
NFG
789
Next Financial Group
Texas
$301K
AL
790
Airain Ltd
Guernsey
$301K +$290K +2,276 New
PCA
791
Peddock Capital Advisors
Massachusetts
$300K -$12.8K -100 -4%
CCMD
792
Cypress Capital Management (Delaware)
Delaware
$300K
TCOT
793
Trust Company of Toledo
Ohio
$300K +$10.1K +79 +4%
JIP
794
Jaffetilchin Investment Partners
Florida
$299K +$289K +2,266 New
BB
795
Busey Bank
Illinois
$295K -$57.9K -454 -17%
RWA
796
RGT Wealth Advisors
Texas
$294K -$105K -820 -27%
SLG
797
Stanley-Laman Group
Pennsylvania
$294K +$83.9K +658 +42%
LAM
798
Lebenthal Asset Management
New York
$292K +$63.8K +500 +29%
FMTCOCP
799
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$291K +$281K +2,200 New
SCP
800
Syntal Capital Partners
Texas
$290K +$279K +2,185 New

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.