Chubb
567 hedge funds and large institutions have $30.6B invested in Chubb in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 215 reducing their positions, and 37 closing their positions.
95% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 37
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
16% more capital invested
Capital invested by funds: $26.5B → $30.6B (+$4.12B)
6% more funds holding
Funds holding: 536 → 567 (+31)
2.39% more ownership
Funds ownership: 110.66% → 113.05% (+2.4%)
12% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 215
17% less call options, than puts
Call options by funds: $86.7M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$318M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$223M |
| 3 |
Barclays
London,
United Kingdom
|
+$49.9M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$45.5M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.2M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$68.9M |
| 4 |
JP Morgan Chase
New York
|
-$67.5M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$60.5M |
CB Hedge Fund Activity: Q4 2013 in Review
567 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2013, worth a combined $30.6B — up 16% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new CB positions and 37 closed out — a net gain of 35 holders — while 190 added to existing stakes and 215 trimmed.
The largest buyer was Institutional Capital, adding an estimated $318M. The largest seller was OppenheimerFunds, cutting an estimated $109M.
- 567 institutional investors held Chubb (CB) as of Q4 2013, up from 536 in Q3 2013.
- Funds reported $30.6B of Chubb stock for Q4 2013, up 16% quarter-over-quarter.
- 72 funds opened new Chubb positions in Q4 2013 and 37 closed out, a net change of +35 holders.
- The largest Chubb buyer in Q4 2013 was Institutional Capital, an estimated $318M added.
- The largest Chubb seller in Q4 2013 was OppenheimerFunds, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2013.