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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
MBT
976
Monroe Bank & Trust
Michigan
$9K +$8.41K +66 New
BL
977
Balentine LLC
Georgia
$8K
AA
978
Ancora Advisors
Ohio
$8K +$7.65K +60 New
CFD
979
Creative Financial Designs
Indiana
$8K +$8.03K +63 New
AA
980
Apriem Advisors
California
$7K +$6.5K +51 New
RFM
981
Royal Fund Management
Florida
$7K +$6.76K +53 New
LS
982
Livforsakringsbolaget Skandia
Sweden
$6.35K +$2.03M +15,959 +50%
JFA
983
JNBA Financial Advisors
Minnesota
$6K -$1.38M -10,842 -100%
WIM
984
Westside Investment Management
California
$5.08K +$4.97K +39 New
AA
985
AlphaMark Advisors
Kentucky
$5K
ACM
986
Armbruster Capital Management
New York
$5K
BWM
987
Baystate Wealth Management
Massachusetts
$5K +$5.23K +41 New
KTC
988
Kistler-Tiffany Companies
Pennsylvania
$4K
MWM
989
Mascoma Wealth Management
New Hampshire
$4K +$3.7K +29 New
GWS
990
Glassman Wealth Services
Virginia
$4K +$3.95K +31 New
IDBONY
991
Israel Discount Bank of New York
New York
$4K +$3.95K +31 New
BCI
992
Brinker Capital Investments
Pennsylvania
$3K
BCFS
993
Butensky & Cohen Financial Security
Florida
$3K
OSAM
994
O'Shaughnessy Asset Management
Connecticut
$3K
CPA
995
Clear Perspective Advisors
Illinois
$3K +$2.93K +23 New
FCA
996
Florence Capital Advisors
New York
$3K +$3.06K +24 New
LWM
997
LBA Wealth Management
Florida
$2K
BTIS
998
BB&T Investment Services
North Carolina
$2K +$2.04K +16 New
RWML
999
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.45K
GVT
1000
Genesee Valley Trust
New York
$1.26K +$1.22M +9,543 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.