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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
GLA
101
Great Lakes Advisors
Illinois
$71.2M -$1.14M -7,637 -2%
GC
102
Guggenheim Capital
Illinois
$69.4M +$1.98M +13,282 +3%
USAA
103
United Services Automobile Association
Texas
$68.6M +$2.3M +15,379 +3%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$68.5M -$264K -1,770 -0.4%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$68M +$4.56M +30,543 +7%
First Manhattan
106
First Manhattan
New York
$67.8M +$198K +1,324 +0.3%
CIP
107
Cornerstone Investment Partners
Georgia
$65.2M -$4.04M -27,058 -6%
CGT
108
Capital Guardian Trust
California
$63.4M +$8.86M +59,323 +16%
Citigroup
109
Citigroup
New York
$62.7M -$6.71M -44,907 -9%
BTW
110
Boston Trust Walden
Massachusetts
$62.3M -$686K -4,593 -1%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$61.6M -$38.2M -255,779 -38%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$60.2M -$17.4M -116,736 -22%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$59.5M -$342K -2,288 -0.6%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$59.1M +$11M +73,669 +22%
EWM
115
Evercore Wealth Management
New York
$58.4M -$674K -4,509 -1%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$58.4M +$19M +126,938 +47%
CI
117
Cincinnati Insurance
Ohio
$57.5M
VFA
118
Virtus Fund Advisers
Connecticut
$56.5M -$8.65M -57,873 -13%
NC
119
Nicholas Company
Wisconsin
$54.3M -$351K -2,350 -0.6%
OTPPB
120
Ontario Teachers' Pension Plan Board
Ontario, Canada
$53.2M +$2.99M +20,000 +6%
Artisan Partners
121
Artisan Partners
Wisconsin
$53.1M +$313K +2,098 +0.6%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$52.8M +$4.66M +31,180 +9%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$51.3M +$21.5M +144,100 +70%
First Trust Advisors
124
First Trust Advisors
Illinois
$49.2M +$28M +187,500 +126%
HNB
125
Huntington National Bank
Ohio
$47.8M +$1.32M +8,847 +3%

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.