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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
RI
851
Ridgewood Investments
New Jersey
$288K +$4.33K +29 +1%
LWAC
852
Laurel Wealth Advisors (California)
California
$288K +$295K +1,975 New
TA
853
Tiedemann Advisors
New York
$287K -$165K -1,102 -36%
ACH
854
ArrowMark Colorado Holdings
Colorado
$285K
RCAG
855
Rehmann Capital Advisory Group
Michigan
$280K -$27.2K -182 -9%
PL
856
Plancorp LLC
Missouri
$279K -$448 -3 -0.2%
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$279K +$34.8K +233 +14%
DI
858
Diligent Investors
California
$278K -$4.93K -33 -2%
AIM
859
Aspen Investment Management
Michigan
$275K
CAM
860
CenterStar Asset Management
Illinois
$274K
GAM
861
Griffin Asset Management
New York
$274K
AWM
862
AE Wealth Management
Kansas
$271K +$32.6K +218 +13%
LFA
863
Legacy Financial Advisors
Kentucky
$269K +$275K +1,843 New
AHB
864
Abner Herrman & Brock
New Jersey
$268K -$8.96K -60 -3%
SCM
865
Stonebridge Capital Management
California
$266K
BTNA
866
Bremer Trust National Association
Minnesota
$265K -$32.7K -219 -11%
OFW
867
Omnia Family Wealth
Florida
$264K +$43.8K +293 +20%
SFG
868
SevenBridge Financial Group
Pennsylvania
$263K -$22.3K -149 -8%
PGA
869
Premia Global Advisors
Florida
$260K +$267K +1,784 New
PL
870
Perpetual Ltd
Australia
$256K
FCBT
871
First Citizens Bank & Trust
North Carolina
$255K -$82.2K -550 -24%
FA
872
FCG Advisors
New Jersey
$253K
LCM
873
Logan Capital Management
Pennsylvania
$252K -$12K -80 -4%
MSS
874
Mitchell Sinkler & Starr
Pennsylvania
$250K -$5.98K -40 -2%
KWA
875
KCS Wealth Advisory
California
$250K +$256K +1,712 New

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.