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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
AWM
1001
AllSquare Wealth Management
New York
$29K -$1.34K -9 -4%
CA
1002
Crewe Advisors
Utah
$29K +$29.9K +200 New
OFS
1003
Orrstown Financial Services
Pennsylvania
$28K
GTAM
1004
Global Trust Asset Management
Florida
$28K +$28.8K +193 New
FCB
1005
First Command Bank
Texas
$26K
FCFS
1006
First Command Financial Services
Texas
$26K
LC
1007
Landaas & Company
Wisconsin
$26K
OSNBOA
1008
Old Second National Bank of Aurora
Illinois
$26K
TDC
1009
Thompson Davis & Co
Virginia
$25K -$32.3K -216 -56%
HWM
1010
Holloway Wealth Management
Florida
$22K
TFS
1011
TrustCore Financial Services
Tennessee
$22K +$22.7K +152 New
FIB
1012
First Interstate Bank
Montana
$21K
NSIM
1013
North Star Investment Management
Illinois
$21K
AC
1014
Avestar Capital
New York
$21K +$23.9K +160 New
WA
1015
Winfield Associates
Ohio
$20K
SGAM
1016
Smith Group Asset Management
Texas
$19K
HT
1017
Heritage Trust
Oklahoma
$19K +$3.14K +21 +19%
DPA
1018
Delphi Private Advisors
California
$18K -$6.72K -45 -27%
BWM
1019
Baystate Wealth Management
Massachusetts
$18K -$5.53K -37 -24%
BWA
1020
Burt Wealth Advisors
Maryland
$18K
AIS
1021
Accurate Investment Solutions
Pennsylvania
$16K -$8.66K -58 -35%
AWMS
1022
Advocacy Wealth Management Services
Georgia
$16K
VIMU
1023
Veritas Investment Management (UK)
United Kingdom
$16K
HR
1024
Howe & Rusling
New York
$15K
MFT
1025
Moisand Fitzgerald Tamayo
Florida
$15K

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.