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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
DBT
876
Dubuque Bank & Trust
Iowa
$248K -$1.49K -10 -0.6%
WPW
877
Waldron Private Wealth
Pennsylvania
$248K
SFA
878
Sequoia Financial Advisors
Ohio
$248K +$10.2K +68 +4%
OWD
879
Osborn Williams & Donohoe
Ohio
$248K +$11.7K +78 +5%
WIA
880
Wealthstreet Investment Advisors
Texas
$248K +$254K +1,700 New
Edgewood Management
881
Edgewood Management
Connecticut
$246K
CSIC
882
Clifford Swan Investment Counsel
California
$245K
YP
883
Yellowstone Partners
Idaho
$243K -$148K -988 -37%
GIA
884
GHP Investment Advisors
Colorado
$240K
TL
885
TrueWealth LLC
Georgia
$240K +$246K +1,645 New
IWM
886
IHT Wealth Management
Illinois
$239K -$2.24K -15 -0.9%
SM
887
Salzhauer Michael
$238K -$2.84K -19 -1%
BBA
888
Braun-Bostich & Associates
Pennsylvania
$238K +$243K +1,627 New
TCM
889
Teza Capital Management
Illinois
$237K +$242K +1,621 New
EWM
890
Evermay Wealth Management
Virginia
$235K -$9.71K -65 -4%
TCOT
891
Trust Company of Toledo
Ohio
$234K -$81.9K -548 -26%
BAC
892
Boys Arnold & Co
North Carolina
$232K
BB
893
Busey Bank
Illinois
$231K -$102K -680 -30%
CF
894
Centaurus Financial
California
$230K +$235K +1,573 New
IP
895
Investment Partners
Ohio
$229K +$234K +1,567 New
SIG
896
Sky Investment Group
Connecticut
$228K +$9.71K +65 +4%
QCMC
897
Quantum Capital Management (California)
California
$227K -$5.83K -39 -2%
Lazard Asset Management
898
Lazard Asset Management
New York
$227K
RGC
899
Roberts, Glore & Co
Illinois
$227K
OC
900
Oakworth Capital
Alabama
$226K +$75.7K +507 +52%

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.