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576 hedge funds and large institutions have $29.5B invested in Chubb in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 213 increasing their positions, 215 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $166M | Put options by funds: $47.6M

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

6% more capital invested

Capital invested by funds: $27.7B → $29.5B (+$1.76B)

2% more funds holding

Funds holding: 563576 (+13)

1.87% more ownership

Funds ownership: 113.6%115.47% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 215

Holders
576
Holders Change
+13
Holders Change %
+2.31%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
54
Increased
213
Reduced
215
Closed
35
Calls
$166M
Puts
$47.6M
Net Calls
+$119M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.82B +$9.96M +97,263 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.91B +$42.5M +414,763 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.86B +$8.81M +86,062 +0.5%
State Street
4
State Street
Massachusetts
$1.68B +$19.2M +187,495 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.33B +$3.45M +33,713 +0.3%
Franklin Resources
6
Franklin Resources
California
$1.3B -$32.8M -320,771 -2%
BIT
7
BlackRock Institutional Trust
California
$919M +$2.88M +28,136 +0.3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$898M -$47.6M -464,585 -5%
Norges Bank
9
Norges Bank
Norway
$894M +$442M +4,317,089 +100%
IC
10
Institutional Capital
Illinois
$642M -$33.5M -327,651 -5%
Boston Partners
11
Boston Partners
Massachusetts
$526M +$27.3M +266,506 +6%
Morgan Stanley
12
Morgan Stanley
New York
$499M +$36.9M +360,772 +8%
Goldman Sachs
13
Goldman Sachs
New York
$474M +$220M +2,149,080 +89%
Ameriprise
14
Ameriprise
Minnesota
$472M +$3.15M +30,722 +0.7%
TCIM
15
TIAA CREF Investment Management
New York
$464M +$1.34M +13,054 +0.3%
BA
16
BlackRock Advisors
Delaware
$451M -$157M -1,537,795 -26%
Northern Trust
17
Northern Trust
Illinois
$431M -$31.8M -310,520 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$411M +$10.6M +103,981 +3%
Bank of America
19
Bank of America
North Carolina
$375M +$21M +205,501 +6%
DSA
20
Davis Selected Advisers
Arizona
$343M -$18M -175,732 -5%
BFA
21
BlackRock Fund Advisors
California
$336M +$8.44M +82,469 +3%
CIP
22
Cornerstone Investment Partners
Georgia
$308M +$163K +1,591 +0.1%
BG
23
BlackRock Group
United Kingdom
$289M -$25.1M -244,858 -8%
Invesco
24
Invesco
Georgia
$261M -$17.7M -173,269 -6%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$257M +$297K +2,901 +0.1%

CB Hedge Fund Activity: Q2 2014 in Review

576 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2014, worth a combined $29.5B — up 6.3% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CB positions and 35 closed out — a net gain of 19 holders — while 213 added to existing stakes and 215 trimmed.

The largest buyer was Norges Bank, adding an estimated $442M. The largest seller was BlackRock Advisors, cutting an estimated $157M.

  • 576 institutional investors held Chubb (CB) as of Q2 2014, up from 563 in Q1 2014.
  • Funds reported $29.5B of Chubb stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 54 funds opened new Chubb positions in Q2 2014 and 35 closed out, a net change of +19 holders.
  • The largest Chubb buyer in Q2 2014 was Norges Bank, an estimated $442M added.
  • The largest Chubb seller in Q2 2014 was BlackRock Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2014.