Chubb
980 hedge funds and large institutions have $58.9B invested in Chubb in 2017 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 366 increasing their positions, 385 reducing their positions, and 57 closing their positions.
33% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 57
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
5% more capital invested
Capital invested by funds: $56.3B → $58.9B (+$2.63B)
1% more funds holding
Funds holding: 972 → 980 (+8)
5% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 385
1.93% less ownership
Funds ownership: 88.78% → 86.84% (-1.9%)
32% less call options, than puts
Call options by funds: $82.3M | Put options by funds: $122M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$238M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$211M |
| 3 |
Morgan Stanley
New York
|
+$144M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$664M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$177M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$172M |
| 4 |
JP Morgan Chase
New York
|
-$151M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$125M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1026
Alpha Windward
Westwood,
Massachusetts
| – | -$35K | -256 | Closed |
|
|
HCA
1027
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$31.6K | -232 | Closed |
|
|
PCM
1028
Prelude Capital Management
New York
| – | -$27K | -200 | Closed |
|
|
AWM
1029
AllSquare Wealth Management
Albany,
New York
| – | -$27K | -195 | Closed |
|
|
CAG
1030
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$20K | -143 | Closed |
|
|
AA
1031
Apriem Advisors
Irvine,
California
| – | -$7K | -51 | Closed |
|
|
IDBONY
1032
Israel Discount Bank of New York
New York
| – | -$4K | -31 | Closed |
|
|
BCI
1033
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$4K | -26 | Closed |
|
|
FCA
1034
Florence Capital Advisors
New York
| – | -$3K | -24 | Closed |
|
|
OSAM
1035
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$3K | -24 | Closed |
|
1036
Financial Engines Advisors
Santa Clara,
California
| – | -$3K | -20 | Closed |
|
|
NR
1037
Newfound Research
Wellesley Hills,
Massachusetts
| – | +$141 | +1 | New |
|
CB Hedge Fund Activity: Q2 2017 in Review
980 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2017, worth a combined $58.9B — up 4.7% from $56.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new CB positions and 57 closed out — a net gain of 19 holders — while 366 added to existing stakes and 385 trimmed.
The largest buyer was Norges Bank, adding an estimated $238M. The largest seller was WCM Investment Management, cutting an estimated $664M.
- 980 institutional investors held Chubb (CB) as of Q2 2017, up from 972 in Q1 2017.
- Funds reported $58.9B of Chubb stock for Q2 2017, up 4.7% quarter-over-quarter.
- 76 funds opened new Chubb positions in Q2 2017 and 57 closed out, a net change of +19 holders.
- The largest Chubb buyer in Q2 2017 was Norges Bank, an estimated $238M added.
- The largest Chubb seller in Q2 2017 was WCM Investment Management, an estimated $664M sold.
Based on aggregated 13F filings for Q2 2017.