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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
GP
801
Girard Partners
Pennsylvania
$365K -$27.3K -183 -7%
YMRC
802
Yorktown Management & Research Company
Virginia
$365K
RPC
803
Rossmore Private Capital
Connecticut
$359K +$367K +2,459 New
HFS
804
HL Financial Services
Kentucky
$357K -$27.6K -185 -7%
LOAMS
805
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K
CCM
806
Cribstone Capital Management
Maine
$357K +$62.5K +418 +21%
HA
807
Harfst & Associates
Wyoming
$355K +$10K +67 +3%
PCMC
808
Paragon Capital Management (Colorado)
Colorado
$354K +$362K +2,420 New
CCMD
809
Cypress Capital Management (Delaware)
Delaware
$353K
TPWA
810
TRUE Private Wealth Advisors
Oregon
$353K +$359K +2,406 New
BHWM
811
Bar Harbor Wealth Management
New Hampshire
$352K
BUB
812
BBVA USA Bancshares
Texas
$351K -$25.2K -169 -7%
RMSCM
813
R.M. Sincerbeaux Capital Management
New York
$351K
WP
814
WMS Partners
Maryland
$349K +$12.8K +86 +4%
PP
815
Prudential plc
United Kingdom
$348K -$14.2K -95 -4%
AF
816
Advisornet Financial
Minnesota
$344K +$352K +2,357 New
SC
817
Searle & Co
Connecticut
$342K
MFG
818
Monte Financial Group
Connecticut
$340K +$348K +2,328 New
LIA
819
LSP Investment Advisors
New York
$339K +$346K +2,319 New
CNBT
820
Canandaigua National Bank & Trust
New York
$338K -$7.47K -50 -2%
FPCG
821
Fort Pitt Capital Group
Pennsylvania
$337K
JIC
822
Joel Isaacson & Co
New York
$334K -$2.39K -16 -0.7%
SFG
823
Summit Financial Group
West Virginia
$334K
FHA
824
Flagship Harbor Advisors
Massachusetts
$334K +$448 +3 +0.1%
BWM
825
BerganKDV Wealth Management
Minnesota
$333K -$75.6K -506 -18%

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.