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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
DSI
876
Daiwa SB Investments
Japan
$182K -$3.83K -30 -2%
ACM
877
AUA Capital Management
Pennsylvania
$180K +$173K +1,359 New
SC
878
SRB Corp
Massachusetts
$178K +$11.6K +91 +7%
PRS
879
Pinkerton Retirement Specialists
Idaho
$170K +$2.81K +22 +2%
IIC
880
Integrated Investment Consultants
Michigan
$165K +$30.6K +240 +24%
BG
881
Bollard Group
Massachusetts
$161K
MCM
882
Manchester Capital Management
Vermont
$161K
NSB
883
Norway Savings Bank
Maine
$159K +$153K +1,203 New
CG
884
Cutler Group
California
$155K +$143K +1,118 +1,863%
CHP
885
Cable Hill Partners
Oregon
$151K
AssetMark Inc
886
AssetMark Inc
California
$150K +$29.3K +230 +25%
WA
887
WFG Advisors
Texas
$148K -$182K -1,424 -56%
WPA
888
West Paces Advisors
Georgia
$148K +$143K +1,119 New
DSC
889
Duncker Streett & Co
Missouri
$147K
AAP
890
Arax Advisory Partners
Colorado
$146K +$141K +1,107 New
IPC
891
Independent Portfolio Consultants
Florida
$138K +$34.3K +269 +35%
EWM
892
Endurance Wealth Management
Rhode Island
$130K
CBT
893
Central Bank & Trust
Kentucky
$120K -$22.1K -173 -16%
M
894
MOTCO
Texas
$117K
PMFA
895
Plante Moran Financial Advisors
Michigan
$115K +$35.2K +276 +46%
EFSCE
896
Enterprise Financial Services Corp (EFSC)
Missouri
$113K -$10.7K -84 -9%
FMII
897
Farmers & Merchants Investments Inc
Nebraska
$98K +$52.9K +415 +128%
OC
898
Oakworth Capital
Alabama
$97K
SFPIA
899
Stevens First Principles Investment Advisors
California
$95K
FPFS
900
First Personal Financial Services
North Carolina
$94K +$74.5K +584 +453%

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.