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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
CFA
926
CT Financial Advisors
Pennsylvania
$43.1K +$41.6K +326 New
ZB
927
Zions Bancorporation
Utah
$41K
HPBT
928
High Point Bank & Trust
North Carolina
$40K
CCM
929
Cribstone Capital Management
Maine
$39K
SWA
930
Sutton Wealth Advisors
Florida
$37.3K -$2.42K -19 -6%
GWM
931
Geneos Wealth Management
Colorado
$37K +$4.59K +36 +15%
TIM
932
Tortoise Investment Management
New York
$36K +$765 +6 +2%
PFS
933
Physicians Financial Services
North Carolina
$34K
AW
934
Alpha Windward
Massachusetts
$34K +$3.57K +28 +12%
SFG
935
Sage Financial Group
Pennsylvania
$33K
TWMP
936
Taylor Wealth Management Partners
Massachusetts
$33K
TJHA
937
Thomas J. Herzfeld Advisors
Florida
$33K
AIM
938
Arcadia Investment Management
Michigan
$32K
BAM
939
Bruderman Asset Management
New York
$32K
MCA
940
Mercer Capital Advisers
New Jersey
$32K
FIB
941
First Interstate Bank
Montana
$31K -$612K -4,800 -95%
PCP
942
Proficio Capital Partners
Massachusetts
$31K -$2.93K -23 -9%
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$30K
FCB
944
First Command Bank
Texas
$30K +$28.8K +226 New
FCFS
945
First Command Financial Services
Texas
$30K +$28.8K +226 New
AIM
946
Advantage Investment Management
Iowa
$29K +$19.1K +150 +221%
BIG
947
Bellwether Investment Group
Tennessee
$29K +$27.8K +218 New
AP
948
Atwood & Palmer
Missouri
$28K
HCM
949
Highlander Capital Management
New Jersey
$28K
DPA
950
Delphi Private Advisors
California
$26K

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.