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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
FHC
801
First Heartland Consultants
Missouri
$288K -$31.5K -247 -10%
1SB
802
1ST Source Bank
Indiana
$287K -$29.2K -229 -10%
CNBT
803
Canandaigua National Bank & Trust
New York
$287K +$278K +2,177 New
JFGLC
804
Johnson Financial Group LLC (Colorado)
Colorado
$285K +$275K +2,154 New
DTL
805
Dynamic Technology Lab
Singapore
$284K +$274K +2,149 New
SFG
806
SevenBridge Financial Group
Pennsylvania
$283K
GS
807
GAM Systematic
United Kingdom
$282K -$420K -3,291 -61%
FTC
808
Farmers Trust Company
Ohio
$281K
CPIG
809
Chicago Partners Investment Group
Illinois
$280K -$12.8K -100 -5%
AZA
810
Arthur Zaske & Associates
Michigan
$280K
JIC
811
Joel Isaacson & Co
New York
$280K +$12.8K +100 +5%
RCAG
812
Rehmann Capital Advisory Group
Michigan
$277K -$18K -141 -6%
GBT
813
Grove Bank & Trust
Florida
$277K +$23.8K +187 +10%
CBN
814
Cadence Bank NA
Texas
$276K +$29.2K +229 +12%
HPC
815
HM Payson & Co
Maine
$274K
FANJ
816
Financial Architects (New Jersey)
New Jersey
$273K +$13.5K +106 +5%
PL
817
Perpetual Ltd
Australia
$271K +$261K +2,048 New
SGA
818
Strategic Global Advisors
California
$270K -$264K -2,070 -50%
PFS
819
Prospera Financial Services
Texas
$269K -$5.74K -45 -2%
FBC
820
Fairfield, Bush & Co
Connecticut
$267K
TSS
821
Two Sigma Securities
New York
$266K -$39.8K -312 -13%
BMC
822
Benin Management Corp
Connecticut
$264K
NIMC
823
NWQ Investment Management Company
California
$263K +$253K +1,987 New
RI
824
Ridgewood Investments
New Jersey
$260K +$252K +1,974 New
T
825
Thomaspartners
Massachusetts
$258K -$1.53K -12 -0.6%

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.