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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
HDIM
901
Hanson & Doremus Investment Management
Vermont
$93K
MUS
902
Mitsubishi UFJ Securities
Japan
$89K +$85.4K +670 New
MFBTD
903
MB Financial Bank - Trust Department
Illinois
$87K
TWA
904
TCI Wealth Advisors
Arizona
$87K
CHC
905
City Holding Co
West Virginia
$85K
Carson Wealth (CWM LLC)
906
Carson Wealth (CWM LLC)
Nebraska
$77K +$66.6K +522 +829%
GEA
907
Glen Eagle Advisors
New Jersey
$71.3K +$68.9K +540 New
TDC
908
Thompson Davis & Co
Virginia
$69K -$9.82K -77 -13%
SIA
909
SeaBridge Investment Advisors
New Jersey
$67K
WA
910
WealthTrust-Arizona
Arizona
$65K
MSFP
911
Mark Sheptoff Financial Planning
Connecticut
$64K
SGAM
912
Smith Group Asset Management
Texas
$62K -$5.1K -40 -8%
WTB
913
Washington Trust Bank
Washington
$58K -$6.88K -54 -11%
PIM
914
Parasol Investment Management
Illinois
$57K
FHA
915
First Horizon Advisors
Tennessee
$55K
SAM
916
Sunnymeath Asset Management
New Jersey
$53K -$1.25M -9,800 -96%
RFWA
917
RPg Family Wealth Advisory
Massachusetts
$51.3K -$2.81K -22 -5%
DVM
918
Dreman Value Management
Florida
$50K -$1.08M -8,473 -96%
DAM
919
Delta Asset Management
Tennessee
$50K
JWA
920
JFS Wealth Advisors
Pennsylvania
$50K
KLWA
921
Kelly Lawrence W & Associates
California
$50K
VCM
922
Versant Capital Management
Arizona
$48K -$1.53K -12 -3%
CAM
923
ClariVest Asset Management
California
$47K
CJA
924
C-J Advisory
California
$44K +$3.31K +26 +8%
Acadian Asset Management
925
Acadian Asset Management
Massachusetts
$44K +$42.5K +333 +16,650%

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.