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
II
976
Inspire Investing
Idaho
$62K +$63.8K +427 New
KLWA
977
Kelly Lawrence W & Associates
California
$55K
MSFP
978
Mark Sheptoff Financial Planning
Connecticut
$53K
FMB
979
Field & Main Bank
Kentucky
$51K +$52.3K +350 New
HFP
980
Holistic Financial Partners
Indiana
$51K +$52.3K +350 New
Acadian Asset Management
981
Acadian Asset Management
Massachusetts
$50K -$434K -2,905 -90%
CFA
982
Carroll Financial Associates
North Carolina
$49K
BL
983
Balentine LLC
Georgia
$46K
PFSC
984
Peoples Financial Services Corp
Pennsylvania
$46K
GWM
985
Geneos Wealth Management
Colorado
$46K +$598 +4 +1%
CJA
986
C-J Advisory
California
$44K
VCM
987
Versant Capital Management
Arizona
$44K +$14.9K +100 +49%
PGWM
988
Parisi Gray Wealth Management
New Jersey
$44K +$45.9K +307 New
TIM
989
Tortoise Investment Management
New York
$43K +$7.47K +50 +20%
SWA
990
Sutton Wealth Advisors
Florida
$40.9K
WWM
991
Willingdon Wealth Management
North Carolina
$39K -$32.1K -215 -45%
SMG
992
Spectrum Management Group
Indiana
$39K
PS
993
Portfolio Solutions
Michigan
$37K
TWMP
994
Taylor Wealth Management Partners
Massachusetts
$37K
SFG
995
Sage Financial Group
Pennsylvania
$36K
AIM
996
Arcadia Investment Management
Michigan
$35K
AP
997
Atwood & Palmer
Missouri
$31K
HCM
998
Highlander Capital Management
New Jersey
$31K
FRA
999
Front Row Advisors
California
$31K +$31.4K +210 New
AWM
1000
Aevitas Wealth Management
Massachusetts
$31K +$31.7K +212 New

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.