We are live on ! Find out more

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
SCM
201
Sterling Capital Management
North Carolina
$7.37M +$1.07M +9,520 +17%
SDIC
202
South Dakota Investment Council
South Dakota
$7.05M
AFG
203
American Financial Group
Ohio
$7.02M
FCBT
204
First Citizens Bank & Trust
North Carolina
$6.89M -$124K -1,100 -2%
URS
205
Utah Retirement Systems
Utah
$6.73M +$214K +1,900 +3%
WT
206
Whittier Trust
California
$6.69M +$120K +1,063 +2%
HW
207
Hancock Whitney
Mississippi
$6.67M -$879K -7,817 -12%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$6.58M +$23.9K +213 +0.4%
CCM
209
Cadence Capital Management
Massachusetts
$6.57M -$325K -2,888 -5%
GC
210
Gratry & Company
Ohio
$6.55M -$3.08M -27,376 -32%
Fiera Capital (Canada)
211
Fiera Capital (Canada)
Quebec, Canada
$6.55M +$6.6M +58,730 New
KCM
212
Kornitzer Capital Management
Kansas
$6.38M +$6.44M +57,269 New
DIA
213
Dana Investment Advisors
Wisconsin
$6.37M +$451K +4,012 +8%
BII
214
Bainco International Investors
Massachusetts
$6.21M +$377K +3,350 +6%
Axa
215
Axa
France
$6.15M +$522K +4,639 +9%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$6.08M +$67.5K +600 +1%
LSV Asset Management
217
LSV Asset Management
Illinois
$5.93M -$2.89M -25,700 -33%
AAF
218
Andra AP-fonden
Sweden
$5.93M -$900K -8,000 -13%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$5.91M -$13.3M -118,133 -69%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$5.88M +$2.21M +19,611 +59%
FIM
221
Foresters Investment Management
New York
$5.86M
MPM
222
Meritage Portfolio Management
Kansas
$5.79M +$118K +1,050 +2%
CIP
223
Chartwell Investment Partners
Pennsylvania
$5.63M +$3.5M +31,085 +160%
WMSA
224
Weiss Multi-Strategy Advisers
New York
$5.58M +$5.62M +50,000 New
CA
225
Callahan Advisors
Texas
$5.57M +$244K +2,170 +5%

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.