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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
ACM
1101
AlphaStar Capital Management
North Carolina
-$457K -3,207 Closed
FAM
1102
Formidable Asset Management
Ohio
-$457K -3,202 Closed
SA
1103
Strategic Advisors
New York
-$423K -2,965 Closed
CIA
1104
Choate Investment Advisors
Massachusetts
-$416K -2,920 Closed
CIC
1105
Cornercap Investment Counsel
Georgia
-$414K -2,903 Closed
JIP
1106
Jaffetilchin Investment Partners
Florida
-$328K -2,298 Closed
FHC
1107
First Heartland Consultants
Missouri
-$318K -2,229 Closed
BMM
1108
Buffington Mohr McNeal
Idaho
-$340K -2,225 Closed
HS
1109
HighVista Strategies
Massachusetts
-$299K -2,100 Closed
GCA
1110
Gideon Capital Advisors
New York
-$282K -1,980 Closed
RRAM
1111
River Road Asset Management
Kentucky
-$277K -1,941 Closed
CYG
1112
Clean Yield Group
Vermont
-$262K -1,841 Closed
BHIA
1113
Birch Hill Investment Advisors
Massachusetts
-$262K -1,835 Closed
PM
1114
Parametrica Management
Hong Kong
-$244K -1,711 Closed
CG
1115
Cutler Group
California
-$244K -1,630 Closed
AIA
1116
AIMZ Investment Advisors
California
-$207K -1,450 Closed
NPC
1117
National Planning Corporation
California
-$207K -1,449 Closed
MPI
1118
Mairs & Power Inc
Minnesota
-$203K -1,424 Closed
Fisher Asset Management
1119
Fisher Asset Management
Washington
-$200K -1,406 Closed
NFG
1120
Next Financial Group
Texas
-$190K -1,274 Closed
HCA
1121
Horan Capital Advisors
Ohio
-$133K -930 Closed
DA
1122
Denali Advisors
California
-$86K -600 Closed
BONST
1123
Bank of Nova Scotia Trust
Ontario, Canada
-$48K -331 Closed
FCMT
1124
Founders Capital Management (Texas)
Texas
-$43K -300 Closed
RFWA
1125
RPg Family Wealth Advisory
Massachusetts
-$40.5K -284 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.