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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
PCA
826
Peddock Capital Advisors
Massachusetts
$332K
EB
827
Eastern Bank
Massachusetts
$330K -$24.9K -167 -7%
1SB
828
1ST Source Bank
Indiana
$330K -$12.1K -81 -3%
MCM
829
Mitchell Capital Management
Kansas
$329K +$336K +2,251 New
DWT
830
Dorsey & Whitney Trust
South Dakota
$327K
PTC
831
Philadelphia Trust Company
Pennsylvania
$327K +$334K +2,238 New
SPC
832
Sigma Planning Corp
Michigan
$324K +$3.29K +22 +1%
MMG
833
Monetary Management Group
Missouri
$321K
AZA
834
Arthur Zaske & Associates
Michigan
$310K
MMHP
835
Murphy Middleton Hinkle & Parker
Georgia
$310K +$317K +2,121 New
EGA
836
E&G Advisors
Texas
$308K +$315K +2,110 New
PMG
837
ProVise Management Group
Florida
$304K
KA
838
Kovack Advisors
Florida
$304K +$311K +2,083 New
CL
839
CPWM LLC
Washington
$303K -$424K -2,836 -58%
CBN
840
Cadence Bank NA
Texas
$302K -$4.33K -29 -1%
FPS
841
Fieldpoint Private Securities
Connecticut
$300K -$1.4M -9,358 -82%
HCM
842
Highbridge Capital Management
New York
$299K -$1.05M -7,059 -78%
CAM
843
Cidel Asset Management
Ontario, Canada
$296K -$15.4K -103 -5%
LIM
844
Leavell Investment Management
Alabama
$295K
HPC
845
HM Payson & Co
Maine
$293K +$83.1K +556 +38%
EDRH
846
Edmond de Rothschild Holding
Switzerland
$292K
HF
847
HRT Financial
New York
$292K +$299K +2,003 New
AIM
848
Allen Investment Management
New York
$291K
MSR
849
Main Street Research
Connecticut
$291K
SS
850
Simplicity Solutions
Minnesota
$290K +$34.1K +228 +13%

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.