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631 hedge funds and large institutions have $29.5B invested in Chubb in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 230 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $13.4M

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

0.79% more ownership

Funds ownership: 114.24%115.02% (+0.79%)

0% more funds holding

Funds holding: 631631 (0)

9% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 252

13% less capital invested

Capital invested by funds: $34B → $29.5B (-$4.45B)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
631
Holders Change
Holders Change %
0%
% of All Funds
16.81%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
51
Increased
230
Reduced
252
Closed
42
Calls
$48.5M
Puts
$13.4M
Net Calls
+$35.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$10.5M -$20M -178,065 -65%
Lazard Asset Management
177
Lazard Asset Management
New York
$10.5M +$2.25M +19,985 +27%
WBC
178
Westpac Banking Corp
Australia
$10.5M -$1.99M -17,719 -16%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$10.5M +$1.6M +14,201 +18%
USAA
180
United Services Automobile Association
Texas
$10.4M +$290K +2,576 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
181
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M +$663K +5,900 +7%
BC
182
Burney Company
Virginia
$10M +$1.6M +14,217 +19%
HIMCH
183
Hartford Investment Management Co (HIMCO)
Connecticut
$9.61M -$94.9K -844 -1%
Korea Investment Corp
184
Korea Investment Corp
South Korea
$9.58M -$2.42M -21,500 -20%
DM
185
Delphi Management
Massachusetts
$9.54M +$582K +5,178 +6%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$9.54M -$562K -5,000 -6%
AAMU
187
Amundi Asset Management US
Massachusetts
$9.36M -$201K -1,790 -2%
ECA
188
Endeavour Capital Advisors
Connecticut
$9.32M -$4.92M -43,771 -34%
IRF
189
IBM Retirement Fund
New York
$9.29M -$29.9K -266 -0.3%
EIM
190
ExxonMobil Investment Management
Texas
$8.78M +$57.3K +510 +0.7%
IGIM
191
I.G. Investment Management
Manitoba, Canada
$8.38M +$225 +2 +0%
SB
192
Suntrust Banks
Georgia
$8.38M +$227K +2,018 +3%
WHG
193
Westwood Holdings Group
Texas
$8.29M -$319K -2,837 -4%
NLGIA
194
Nippon Life Global Investors Americas
New York
$8.25M -$672K -5,980 -7%
FAF
195
Fjarde Ap-fonden
Sweden
$8.19M -$822K -7,311 -9%
Macquarie Group
196
Macquarie Group
Australia
$8.12M +$90K +800 +1%
KWILP
197
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.06M +$221K +1,963 +3%
RFA
198
Reilly Financial Advisors
California
$7.72M +$755K +6,715 +11%
TIAAOA
199
Teachers Insurance & Annuity Association of America
New York
$7.63M
CIM
200
Confluence Investment Management
Missouri
$7.52M +$474K +4,216 +7%

CB Hedge Fund Activity: Q1 2015 in Review

631 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2015, worth a combined $29.5B — down 13% from $34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CB positions and 42 closed out — a net gain of 9 holders — while 230 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $70M. The largest seller was State Street, cutting an estimated $155M.

  • 631 institutional investors held Chubb (CB) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $29.5B of Chubb stock for Q1 2015, down 13% quarter-over-quarter.
  • 51 funds opened new Chubb positions in Q1 2015 and 42 closed out, a net change of +9 holders.
  • The largest Chubb buyer in Q1 2015 was Wellington Management Group, an estimated $70M added.
  • The largest Chubb seller in Q1 2015 was State Street, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2015.