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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
SBAM
76
Santa Barbara Asset Management
California
$117M +$4.79M +37,543 +4%
Stifel Financial
77
Stifel Financial
Missouri
$111M -$10.1M -79,306 -9%
CS
78
Credit Suisse
Switzerland
$110M -$19.4M -152,391 -15%
Prudential Financial
79
Prudential Financial
New Jersey
$110M +$1.73M +13,590 +2%
Jennison Associates
80
Jennison Associates
New York
$105M +$3.78M +29,648 +4%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$105M -$1.79M -14,000 -2%
Asset Management One
82
Asset Management One
Japan
$104M +$93.6M +734,124 +1,351%
RJA
83
Raymond James & Associates
Florida
$104M +$8.67M +67,989 +9%
Bessemer Group
84
Bessemer Group
New Jersey
$103M +$8M +62,764 +9%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$100M -$20.3M -158,826 -17%
AQR Capital Management
86
AQR Capital Management
Connecticut
$99.1M +$21M +164,603 +28%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$98.1M +$4.8M +37,661 +5%
VFA
88
Virtus Fund Advisers
Connecticut
$96.7M -$19.5M -152,658 -17%
JHIU
89
Janus Henderson Investors US
Colorado
$94.8M -$1.94M -15,216 -2%
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$90.1M +$918K +7,202 +1%
Westfield Capital Management
91
Westfield Capital Management
Massachusetts
$87.7M +$17.9M +140,280 +27%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$86.8M +$324K +2,539 +0.4%
HA
93
Homestead Advisers
Virginia
$86.7M
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$86.5M -$1.39M -10,909 -2%
Principal Financial Group
95
Principal Financial Group
Iowa
$85.9M -$932K -7,308 -1%
CIM
96
Confluence Investment Management
Missouri
$82.7M +$5.11M +40,050 +7%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$80.6M -$8.22M -64,504 -10%
BJ
98
BlackRock Japan
Japan
$80M +$1.07M +8,399 +1%
CIP
99
Cornerstone Investment Partners
Georgia
$79.1M -$2.1M -16,509 -3%
CB
100
Cooke & Bieler
Pennsylvania
$77.7M +$350K +2,742 +0.5%

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.