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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
KCPG
901
Kavar Capital Partners Group
Kansas
$225K -$59.8K -400 -21%
NPA
902
Nichols & Pratt Advisers
Massachusetts
$223K -$145K -970 -39%
LIC
903
Lodestar Investment Counsel
Illinois
$222K +$227K +1,520 New
TTWM
904
TCV Trust & Wealth Management
Virginia
$220K
GLI
905
Guardian Life Insurance
New York
$220K +$67.4K +451 +43%
CAPTRUST Financial Advisors
906
CAPTRUST Financial Advisors
North Carolina
$220K +$220K +1,472 +6,133%
SAM
907
Steinberg Asset Management
New York
$219K
FMW
908
Farr Miller & Washington
District of Columbia
$217K
ABC
909
Associated Banc-Corp
Wisconsin
$216K
AF
910
Allworth Financial
California
$215K
TSS
911
Two Sigma Securities
New York
$215K +$219K +1,469 New
AAP
912
Arax Advisory Partners
Colorado
$213K +$2.09K +14 +1%
RG
913
Renaissance Group
Kentucky
$211K -$7.47K -50 -3%
TNBTD
914
Trustmark National Bank Trust Department
Mississippi
$211K
FFC
915
First Financial Corp
Indiana
$210K -$29K -194 -12%
SIAS
916
Shine Investment Advisory Services
Colorado
$210K -$747 -5 -0.3%
CPIG
917
Chicago Partners Investment Group
Illinois
$208K -$5.08K -34 -2%
MC
918
Miles Capital
Iowa
$208K -$1.79K -12 -0.8%
DSI
919
Daiwa SB Investments
Japan
$206K -$22.4K -150 -10%
HPWM
920
Highland Private Wealth Management
Washington
$205K +$210K +1,403 New
LCM
921
Leisure Capital Management
California
$201K +$206K +1,377 New
BCM
922
Boltwood Capital Management
California
$201K +$206K +1,381 New
NIMC
923
NWQ Investment Management Company
California
$200K -$85K -569 -29%
ACM
924
AUA Capital Management
Pennsylvania
$199K +$14.9K +100 +8%
AssetMark Inc
925
AssetMark Inc
California
$197K +$22.9K +153 +13%

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.