Chubb
1,082 hedge funds and large institutions have $58.1B invested in Chubb in 2018 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 396 increasing their positions, 412 reducing their positions, and 84 closing their positions.
35% more call options, than puts
Call options by funds: $146M | Put options by funds: $108M
23% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 84
2.23% more ownership
Funds ownership: 89.33% → 91.55% (+2.2%)
1% more funds holding
Funds holding: 1,074 → 1,082 (+8)
4% less repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 412
4% less capital invested
Capital invested by funds: $60.6B → $58.1B (-$2.45B)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$1.62B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$583M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$114M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$107M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$92.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$675M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$422M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$136M |
| 4 |
State Street
Boston,
Massachusetts
|
-$111M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$95.5M |
CB Hedge Fund Activity: Q1 2018 in Review
1,082 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2018, worth a combined $58.1B — down 4% from $60.6B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CB positions and 84 closed out — a net gain of 19 holders — while 396 added to existing stakes and 412 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $1.62B. The largest seller was JP Morgan Chase, cutting an estimated $675M.
- 1,082 institutional investors held Chubb (CB) as of Q1 2018, up from 1,074 in Q4 2017.
- Funds reported $58.1B of Chubb stock for Q1 2018, down 4% quarter-over-quarter.
- 103 funds opened new Chubb positions in Q1 2018 and 84 closed out, a net change of +19 holders.
- The largest Chubb buyer in Q1 2018 was WCM Investment Management, an estimated $1.62B added.
- The largest Chubb seller in Q1 2018 was JP Morgan Chase, an estimated $675M sold.
Based on aggregated 13F filings for Q1 2018.