We are live on ! Find out more

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
MA
951
MCF Advisors
Kentucky
$103K -$1.79K -12 -2%
FGC
952
Financial Gravity Companies
Texas
$103K +$99.1K +663 New
PFO
953
Pathstone Family Office
New Jersey
$102K +$2.24K +15 +2%
IWP
954
Icon Wealth Partners
Texas
$99K +$101K +675 New
MFBTD
955
MB Financial Bank - Trust Department
Illinois
$98K
AFNAS
956
American Financial Network Advisory Services
California
$96K -$2.84K -19 -3%
PWM
957
Perigon Wealth Management
California
$94K -$544K -3,640 -85%
CHC
958
City Holding Co
West Virginia
$94K
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$93K +$4.48K +30 +5%
ADL
960
Asset Dedication LLC
California
$92K +$71.4K +478 +321%
CBT
961
Central Bank & Trust
Kentucky
$82K -$747 -5 -0.9%
DAM
962
Delta Asset Management
Tennessee
$82K +$11.2K +75 +15%
ZB
963
Zions Bancorporation
Utah
$81K -$89K -596 -52%
PCP
964
Proficio Capital Partners
Massachusetts
$79K +$2.99K +20 +4%
JWA
965
JFS Wealth Advisors
Pennsylvania
$74K +$10.6K +71 +16%
BCM
966
Blume Capital Management
California
$73K
TWA
967
TCI Wealth Advisors
Arizona
$73K +$4.48K +30 +6%
GFP
968
Gryphon Financial Partners
Ohio
$73K +$74.9K +501 New
AIS
969
AlphaOne Investment Services
Pennsylvania
$72K -$95.8K -641 -57%
WA
970
WealthTrust-Arizona
Arizona
$72K
SC
971
Sawyer & Company
Massachusetts
$70K +$71.6K +479 New
FHA
972
First Horizon Advisors
Tennessee
$69K +$46.3K +310 +193%
HDIM
973
Hanson & Doremus Investment Management
Vermont
$68K
KA
974
Kaizen Advisory
Illinois
$66K +$67.5K +452 New
GBT
975
Grove Bank & Trust
Florida
$65K -$5.23K -35 -7%

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.