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Chubb
CB

999 hedge funds and large institutions have $58.7B invested in Chubb in 2017 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

2% more funds holding

Funds holding: 980 → 999 (+19)

1.69% more ownership

Funds ownership: 86.84% → 88.54% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 369

0% less capital invested

Capital invested by funds: $58.9B → $58.7B (-$215M)

20% less funds holding in top 10

Funds holding in top 10: 35 → 28 (-7)

60% less call options, than puts

Call options by funds: $83.7M | Put options by funds: $211M

Holders
999
Holders Change
+19
Holders Change %
+1.94%
% of All Funds
24.9%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
90
Increased
370
Reduced
369
Closed
65
Calls
$83.7M
Puts
$211M
Net Calls
-$128M
Net Calls Change
-$88.1M

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$826M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$701M
3
Bank of America
Bank of America
North Carolina
+$277M
4
Capital International Investors
Capital International Investors
California
+$182M
5
SSM
Sound Shore Management
Connecticut
+$141M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$514M
2
JP Morgan Chase
JP Morgan Chase
New York
-$421M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
5
EVM
Eaton Vance Management
Massachusetts
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1051
Boltwood Capital Management
California
– -$200K -1,381 Closed
HPWM
1052
Highland Private Wealth Management
Washington
– -$197K -1,360 Closed
GC
1053
Globeflex Capital
California
– -$134K -921 Closed
AIM
1054
Acrospire Investment Management
Illinois
– -$110K -759 Closed
BAM
1055
Bruderman Asset Management
New York
– -$48K -331 Closed
IUHSA
1056
Itau Unibanco Holding S.A.
Brazil
– -$43K -296 Closed
ST
1057
Sageworth Trust
Pennsylvania
– -$41K -280 Closed
FC
1058
Ferris Capital
Massachusetts
– -$26K -180 Closed
VWA
1059
V Wealth Advisors
Kansas
– -$25K -170 Closed
ACM
1060
Armbruster Capital Management
New York
– -$14K -93 Closed
MIM
1061
Macroview Investment Management
Maryland
– -$8K -56 Closed
GI
1062
Gradient Investments
Minnesota
– -$6K -38 Closed
WAM
1063
Watermark Asset Management
California
– -$3K -21 Closed
BCFS
1064
Butensky & Cohen Financial Security
Florida
– -$3K -20 Closed
39 40 41 42
43

CB Hedge Fund Activity: Q3 2017 in Review

999 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2017, worth a combined $58.7B — down 0.36% from $58.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 65 closed out — a net gain of 25 holders — while 370 added to existing stakes and 369 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $826M. The largest seller was Wellington Management Group, cutting an estimated $514M.

  • 999 institutional investors held Chubb (CB) as of Q3 2017, up from 980 in Q2 2017.
  • Funds reported $58.7B of Chubb stock for Q3 2017, down 0.36% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2017 and 65 closed out, a net change of +25 holders.
  • The largest Chubb buyer in Q3 2017 was WCM Investment Management, an estimated $826M added.
  • The largest Chubb seller in Q3 2017 was Wellington Management Group, an estimated $514M sold.

Based on aggregated 13F filings for Q3 2017.