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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
RBC
1026
Roble Belko & Company
Pennsylvania
$15K
TFO
1027
Tarbox Family Office
California
$15K
WTB
1028
Washington Trust Bank
Washington
$15K +$2.54K +17 +20%
POIA
1029
Pin Oak Investment Advisors
Texas
$15K +$15.2K +102 New
AIM
1030
Anchor Investment Management
South Carolina
$14.9K
WWMSC
1031
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$14.3K +96 New
FFG
1032
Ford Financial Group
California
$14K +$14.9K +100 New
CIM
1033
Contravisory Investment Management
Massachusetts
$13K
THWM
1034
Taylor Hoffman Wealth Management
Virginia
$11K +$11.4K +76 New
SCA
1035
Stuart Chaussee & Associates
California
$10K
TJHA
1036
Thomas J. Herzfeld Advisors
Florida
$10K
RFM
1037
Royal Fund Management
Florida
$10K +$2.54K +17 +32%
MCA
1038
Mercer Capital Advisers
New Jersey
$9K
TC
1039
Trust Company
Kansas
$9K
AWA
1040
Acorn Wealth Advisors
Michigan
$9K +$9.11K +61 New
RCG
1041
Ruggie Capital Group
Florida
$9K +$9.11K +61 New
1832 Asset Management
1042
1832 Asset Management
Ontario, Canada
$8K -$408K -2,730 -98%
JFA
1043
JNBA Financial Advisors
Minnesota
$8K
IR
1044
IAT Reinsurance
New York
$8K +$8.07K +54 New
OWA
1045
One Wealth Advisors
California
$8K +$8.37K +56 New
WIM
1046
Westside Investment Management
California
$7.46K +$1.94K +13 +33%
CAM
1047
ClariVest Asset Management
California
$7K
ECM
1048
Exchange Capital Management
Michigan
$7K
NC
1049
NewSquare Capital
Pennsylvania
$6K -$3.59K -24 -38%
AA
1050
AlphaMark Advisors
Kentucky
$6K

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.