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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
QCMC
851
Quantum Capital Management (California)
California
$226K -$13.3K -104 -6%
AHB
852
Abner Herrman & Brock
New Jersey
$221K -$8.41K -66 -4%
CG
853
Colony Group
Massachusetts
$218K +$210K +1,647 New
GIA
854
GHP Investment Advisors
Colorado
$217K
SM
855
Salzhauer Michael
$217K
DWM
856
Destination Wealth Management
California
$215K +$208K +1,631 New
EWM
857
Evermay Wealth Management
Virginia
$213K
LNC
858
Lincoln National Corp
Pennsylvania
$213K +$206K +1,614 New
WP
859
WMS Partners
Maryland
$213K +$206K +1,615 New
MWM
860
Mission Wealth Management
California
$208K +$200K +1,572 New
Edgewood Management
861
Edgewood Management
Connecticut
$207K +$199K +1,564 New
Lazard Asset Management
862
Lazard Asset Management
New York
$205K -$6.95M -54,490 -97%
RGC
863
Roberts, Glore & Co
Illinois
$205K +$198K +1,550 New
MGIA
864
Moneta Group Investment Advisors
Missouri
$205K +$198K +1,551 New
SBSB
865
Sullivan, Bruyette, Speros & Blaney
Virginia
$203K +$196K +1,537 New
FPCG
866
Fort Pitt Capital Group
Pennsylvania
$203K +$196K +1,539 New
LIM
867
Leavell Investment Management
Alabama
$201K +$194K +1,522 New
AF
868
Allworth Financial
California
$194K
JCM
869
Jacobi Capital Management
Pennsylvania
$191K -$7.65K -60 -4%
MFW
870
Mosaic Family Wealth
Missouri
$191K
GC
871
Globeflex Capital
California
$191K +$184K +1,442 New
ANBT
872
American National Bank & Trust
Texas
$190K +$183K +1,436 New
OFW
873
Omnia Family Wealth
Florida
$188K +$180K +1,415 New
TG
874
TLP Group
Illinois
$187K +$180K +1,415 New
CFA
875
Carroll Financial Associates
North Carolina
$186K +$2.93K +23 +2%

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.