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631 hedge funds and large institutions have $34B invested in Chubb in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 207 increasing their positions, 258 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $22.2M

220% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 25

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

19% more capital invested

Capital invested by funds: $28.6B → $34B (+$5.34B)

8% more funds holding

Funds holding: 583631 (+48)

0.56% more ownership

Funds ownership: 113.68%114.24% (+0.56%)

20% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 258

Holders
631
Holders Change
+48
Holders Change %
+8.23%
% of All Funds
16.82%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.45%
New
80
Increased
207
Reduced
258
Closed
25
Calls
$90.8M
Puts
$22.2M
Net Calls
+$68.7M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.24B +$79.5M +717,836 +3%
LTI
2
Laffer Tengler Investments
Tennessee
$3.05B -$2.94M -26,584 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.24B +$48.6M +438,555 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.11B -$77.1M -696,808 -4%
State Street
5
State Street
Massachusetts
$1.97B +$75.1M +678,075 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.51B +$68M +614,379 +5%
Franklin Resources
7
Franklin Resources
California
$1.12B -$6.25M -56,484 -0.6%
BIT
8
BlackRock Institutional Trust
California
$1.01B -$38.4M -346,461 -4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$952M -$29.7M -267,859 -3%
Boston Partners
10
Boston Partners
Massachusetts
$661M +$41.3M +373,420 +7%
Morgan Stanley
11
Morgan Stanley
New York
$525M -$68.9M -621,991 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$483M +$9.43M +85,218 +2%
Northern Trust
13
Northern Trust
Illinois
$480M -$2.36M -21,311 -0.5%
TCIM
14
TIAA CREF Investment Management
New York
$469M -$33M -298,250 -7%
Ameriprise
15
Ameriprise
Minnesota
$464M -$32.9M -297,478 -7%
BFA
16
BlackRock Fund Advisors
California
$422M +$38.4M +346,537 +10%
Norges Bank
17
Norges Bank
Norway
$420M -$88.5M -799,763 -18%
Bank of America
18
Bank of America
North Carolina
$401M -$7.13M -64,382 -2%
DSA
19
Davis Selected Advisers
Arizona
$385M -$1.75M -15,811 -0.5%
BA
20
BlackRock Advisors
Delaware
$381M -$19.4M -174,806 -5%
CIP
21
Cornerstone Investment Partners
Georgia
$342M -$22.9M -206,972 -7%
MAA
22
Managed Account Advisors
New Jersey
$313M +$21.2M +191,465 +8%
BG
23
BlackRock Group
United Kingdom
$308M -$3.66M -33,032 -1%
TG
24
TCW Group
California
$302M +$10.7M +96,456 +4%
Invesco
25
Invesco
Georgia
$284M -$21.7M -196,064 -7%

CB Hedge Fund Activity: Q4 2014 in Review

631 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2014, worth a combined $34B — up 19% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CB positions and 25 closed out — a net gain of 55 holders — while 207 added to existing stakes and 258 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $79.5M. The largest seller was Goldman Sachs, cutting an estimated $244M.

  • 631 institutional investors held Chubb (CB) as of Q4 2014, up from 583 in Q3 2014.
  • Funds reported $34B of Chubb stock for Q4 2014, up 19% quarter-over-quarter.
  • 80 funds opened new Chubb positions in Q4 2014 and 25 closed out, a net change of +55 holders.
  • The largest Chubb buyer in Q4 2014 was Wellington Management Group, an estimated $79.5M added.
  • The largest Chubb seller in Q4 2014 was Goldman Sachs, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2014.