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999 hedge funds and large institutions have $54.6B invested in Chubb in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 391 increasing their positions, 324 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 51

54% more call options, than puts

Call options by funds: $101M | Put options by funds: $65.9M

34% more funds holding in top 10

Funds holding in top 10: 2939 (+10)

21% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 324

18% more capital invested

Capital invested by funds: $46.2B → $54.6B (+$8.44B)

8% more funds holding

Funds holding: 923999 (+76)

8.2% more ownership

Funds ownership: 80.68%88.88% (+8.2%)

Holders
999
Holders Change
+76
Holders Change %
+8.23%
% of All Funds
24.97%
Holding in Top 10
39
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+34.48%
% of All Funds
0.97%
New
140
Increased
391
Reduced
324
Closed
51
Calls
$101M
Puts
$65.9M
Net Calls
+$35.4M
Net Calls Change
+$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
176
State of Michigan Retirement System
Michigan
$22.9M -$1.29M -10,132 -6%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$22.7M +$1.59M +12,470 +8%
BC
178
Bartlett & Co
Ohio
$22.4M +$1.32M +10,373 +7%
Cohen & Steers
179
Cohen & Steers
New York
$22.3M -$4.26M -33,421 -17%
SIA
180
Sit Investment Associates
Minnesota
$22.3M +$966K +7,580 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
181
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.3M -$179K -1,400 -0.8%
CRM
182
Cramer Rosenthal McGlynn
Connecticut
$22.2M -$14.8M -116,174 -41%
ERSOT
183
Employees Retirement System of Texas
Texas
$22.2M -$5.47M -42,920 -20%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$21.4M +$4.95M +38,829 +31%
BFS
185
Bradley Foster & Sargent
Connecticut
$21.2M +$1.24M +9,710 +6%
PCM
186
Polaris Capital Management
Massachusetts
$21.1M +$6.77M +53,100 +50%
ADEF
187
Adams Diversified Equity Fund
Maryland
$21.1M +$1.57M +12,300 +8%
ASRS
188
Arizona State Retirement System
Arizona
$21M +$76.5K +600 +0.4%
Canada Life
189
Canada Life
Manitoba, Canada
$21M -$115K -900 -0.6%
ECA
190
Endeavour Capital Advisors
Connecticut
$20.3M +$16.8K +132 +0.1%
RC
191
Randolph Company
Ohio
$19.9M +$31.9K +250 +0.2%
ACI
192
AMP Capital Investors
Australia
$19.7M +$1.06M +8,302 +6%
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$19.4M +$2.19M +17,195 +13%
PNC
194
Park National Corp
Ohio
$19.4M -$459K -3,596 -2%
TAM
195
Trillium Asset Management
Massachusetts
$18.8M +$4.25M +33,317 +31%
FT
196
Fiduciary Trust
Massachusetts
$18.8M -$111K -874 -0.6%
WRF
197
Waddell & Reed Financial
Kansas
$18.7M -$8.11M -63,600 -31%
SC
198
Stralem & Co
New York
$18.6M -$698K -5,475 -4%
TPSF
199
Texas Permanent School Fund
Texas
$18.4M -$488K -3,830 -3%
WB
200
WesBanco Bank
West Virginia
$18.3M -$73.3K -575 -0.4%

CB Hedge Fund Activity: Q4 2016 in Review

999 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2016, worth a combined $54.6B — up 18% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CB positions and 51 closed out — a net gain of 89 holders — while 391 added to existing stakes and 324 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $2.99B. The largest seller was JP Morgan Chase, cutting an estimated $261M.

  • 999 institutional investors held Chubb (CB) as of Q4 2016, up from 923 in Q3 2016.
  • Funds reported $54.6B of Chubb stock for Q4 2016, up 18% quarter-over-quarter.
  • 140 funds opened new Chubb positions in Q4 2016 and 51 closed out, a net change of +89 holders.
  • The largest Chubb buyer in Q4 2016 was Capital World Investors, an estimated $2.99B added.
  • The largest Chubb seller in Q4 2016 was JP Morgan Chase, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2016.