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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
DVM
1051
Dreman Value Management
Florida
$6K
PCA
1052
Providence Capital Advisors
North Carolina
$6K +$6.42K +43 New
IP
1053
Isthmus Partners
Wisconsin
$5K
PO
1054
Private Ocean
California
$5K +$448 +3 +10%
LWA
1055
Lenox Wealth Advisors
New York
$5K +$5.53K +37 New
WEC
1056
Winslow Evans & Crocker
Massachusetts
$4.68K -$15.5K -104 -76%
MUS
1057
Mitsubishi UFJ Securities
Japan
$4K -$4.48K -30 -50%
MWM
1058
Mascoma Wealth Management
New Hampshire
$4K -$1.49K -10 -26%
HIM
1059
Hillsdale Investment Management
Ontario, Canada
$4K
MWM
1060
MinichMacGregor Wealth Management
New York
$4K +$299 +2 +7%
SP
1061
SWS Partners
Ohio
$4K +$4.03K +27 New
CB
1062
CNB Bank
Pennsylvania
$4K +$4.48K +30 New
FBT
1063
First Bank & Trust
South Dakota
$4K +$4.48K +30 New
ME
1064
McIlrath & Eck
Washington
$4K +$4.48K +30 New
SPI
1065
Santori & Peters Inc
Pennsylvania
$4K +$4.63K +31 New
CPA
1066
Clear Perspective Advisors
Illinois
$3K
BWA
1067
BDO Wealth Advisors
Florida
$3K +$747 +5 +28%
MCM
1068
Mainstay Capital Management
Michigan
$3K +$2.99K +20 New
CFD
1069
Creative Financial Designs
Indiana
$2K
RIA
1070
RPG Investment Advisory
California
$2K
GI
1071
Gradient Investments
Minnesota
$2K +$1.64K +11 New
PW
1072
Price Wealth
Texas
$2K +$2.99K +20 New
Kovitz Investment Group Partners
1073
Kovitz Investment Group Partners
Illinois
$426
PCG
1074
Private Capital Group
Connecticut
$357 +$363K +2,428 New
NFA
1075
Nationwide Fund Advisors
Ohio
-$59.2M -415,108 Closed

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.