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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
SC
926
SRB Corp
Massachusetts
$188K +$9.71K +65 +5%
BG
927
Bollard Group
Massachusetts
$178K
NSB
928
Norway Savings Bank
Maine
$176K -$18.7K -125 -9%
FMTCOCP
929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$175K
QCG
930
Quadrant Capital Group
Ohio
$165K +$13K +87 +8%
DSC
931
Duncker Streett & Co
Missouri
$163K
WPA
932
West Paces Advisors
Georgia
$158K
PMFA
933
Plante Moran Financial Advisors
Michigan
$152K +$43.9K +294 +39%
M
934
MOTCO
Texas
$151K +$8.66K +58 +6%
EWM
935
Endurance Wealth Management
Rhode Island
$143K
1IA
936
1834 Investment Advisors
Wisconsin
$143K +$147K +986 New
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$139K +$43.5K +291 +44%
MSA
938
Marino Stram & Associates
Massachusetts
$136K +$139K +928 New
CMO
939
Covenant Multifamily Offices
Texas
$135K +$138K +922 New
GEA
940
Glen Eagle Advisors
New Jersey
$128K +$17.6K +118 +16%
CT
941
Clearstead Trust
Maine
$117K
FWM
942
Focused Wealth Management
New York
$117K +$120K +800 New
EFSCE
943
Enterprise Financial Services Corp (EFSC)
Missouri
$116K
MFW
944
Mosaic Family Wealth
Missouri
$111K -$152K -1,018 -57%
LWM
945
Lenox Wealth Management
Ohio
$110K +$13.7K +92 +14%
WG
946
Welch Group
Alabama
$110K +$113K +756 New
CHP
947
Cable Hill Partners
Oregon
$109K -$2.39K -16 -2%
MCM
948
Manchester Capital Management
Vermont
$107K
SQA
949
Simon Quick Advisors
New Jersey
$106K +$30.3K +203 +43%
SFPIA
950
Stevens First Principles Investment Advisors
California
$105K

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.