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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
PCM
951
Prelude Capital Management
New York
$26K +$25.5K +200 New
WA
952
Winfield Associates
Ohio
$25K +$6.88K +54 +40%
RBC
953
Roble Belko & Company
Pennsylvania
$25K +$24.5K +192 New
OSNBOA
954
Old Second National Bank of Aurora
Illinois
$24K
WEC
955
Winslow Evans & Crocker
Massachusetts
$23.4K +$510 +4 +2%
ADL
956
Asset Dedication LLC
California
$23K
NC
957
NewSquare Capital
Pennsylvania
$23K
AWMS
958
Advocacy Wealth Management Services
Georgia
$22K -$1.78K -14 -8%
HWM
959
Holloway Wealth Management
Florida
$20K
TC
960
Trust Company
Kansas
$18K
HCC
961
Hirtle Callaghan & Co
Pennsylvania
$18K +$17.3K +136 New
LWA
962
Lenox Wealth Advisors
New York
$16K -$4.46K -35 -22%
BWA
963
Burt Wealth Advisors
Maryland
$16K
KT
964
Kanaly Trust
Texas
$15K +$638 +5 +5%
HR
965
Howe & Rusling
New York
$15K +$3.7K +29 +35%
VIMU
966
Veritas Investment Management (UK)
United Kingdom
$14K
AIM
967
Anchor Investment Management
South Carolina
$13.5K
CFA
968
Camarda Financial Advisors
Florida
$13K +$12.8K +100 New
LF
969
Lee Financial
Texas
$13K +$14.2K +111 New
AIS
970
Accurate Investment Solutions
Pennsylvania
$12K +$128 +1 +1%
MWM
971
MinichMacGregor Wealth Management
New York
$12K +$2.17K +17 +21%
DIA
972
Davidson Investment Advisors
Montana
$11K -$2.81K -22 -20%
TFO
973
Tarbox Family Office
California
$11K
AWM
974
Avior Wealth Management
Nebraska
$10K +$9.82K +77 New
EF
975
Empirical Finance
Pennsylvania
$9K +$8.29K +65 New

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.