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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
SC
826
Searle & Co
Connecticut
$256K
DI
827
Diligent Investors
California
$255K
SAA
828
Southeast Asset Advisors
Georgia
$251K
GLRA
829
Gerald L. Ray & Associates
Texas
$250K
BWM
830
Braver Wealth Management
Massachusetts
$250K +$241K +1,891 New
AIM
831
Aspen Investment Management
Michigan
$249K
MPAM
832
Murphy Pohlad Asset Management
Minnesota
$247K
FFC
833
First Financial Corp
Indiana
$244K -$96.5K -757 -29%
AIA
834
AIMZ Investment Advisors
California
$244K -$44.6K -350 -16%
BHIA
835
Birch Hill Investment Advisors
Massachusetts
$242K -$54.1K -424 -19%
IB
836
Intrust Bank
Kansas
$242K -$4.84K -38 -2%
SCM
837
Stonebridge Capital Management
California
$242K
PL
838
Plancorp LLC
Missouri
$242K +$234K +1,833 New
CFB
839
Cullen/Frost Bankers
Texas
$241K +$10.2K +80 +5%
SM
840
Sciencast Management
New Jersey
$241K +$232K +1,822 New
BCM
841
BTR Capital Management
California
$238K
GLI
842
Guardian Life Insurance
New York
$236K +$7.01K +55 +3%
DBT
843
Dubuque Bank & Trust
Iowa
$236K +$179K +1,402 +368%
TTWM
844
TCV Trust & Wealth Management
Virginia
$235K
MCM
845
Murphy Capital Management
New Jersey
$235K +$227K +1,780 New
NPC
846
National Planning Corporation
California
$233K -$157K -1,229 -41%
WPW
847
Waldron Private Wealth
Pennsylvania
$233K +$3.57K +28 +2%
CA
848
Cetera Advisors
Colorado
$233K +$223K +1,749 New
ABC
849
Associated Banc-Corp
Wisconsin
$229K -$3.44K -27 -2%
FA
850
FCG Advisors
New Jersey
$229K +$128 +1 +0.1%

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.