Chubb
891 hedge funds and large institutions have $44.4B invested in Chubb in 2016 Q1 according to their latest regulatory filings, with 316 funds opening new positions, 417 increasing their positions, 122 reducing their positions, and 76 closing their positions.
316% more first-time investments, than exits
New positions opened: 316 | Existing positions closed: 76
242% more repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 122
37% more capital invested
Capital invested by funds: $32.4B → $44.4B (+$12B)
36% more funds holding
Funds holding: 655 → 891 (+236)
36% more funds holding in top 10
Funds holding in top 10: 25 → 34 (+9)
2% less call options, than puts
Call options by funds: $98.2M | Put options by funds: $100M
5.15% less ownership
Funds ownership: 85.48% → 80.33% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.32B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.14B |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$1.1B |
| 4 |
State Street
Boston,
Massachusetts
|
+$598M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$440M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$164M |
| 2 |
WIC
Water Island Capital
New York
|
-$128M |
| 3 |
JP Morgan Chase
New York
|
-$94.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$86.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$78.6M |
CB Hedge Fund Activity: Q1 2016 in Review
891 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2016, worth a combined $44.4B — up 37% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 316 funds opened new CB positions and 76 closed out — a net gain of 240 holders — while 417 added to existing stakes and 122 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.32B. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $164M sold.
- 891 institutional investors held Chubb (CB) as of Q1 2016, up from 655 in Q4 2015.
- Funds reported $44.4B of Chubb stock for Q1 2016, up 37% quarter-over-quarter.
- 316 funds opened new Chubb positions in Q1 2016 and 76 closed out, a net change of +240 holders.
- The largest Chubb buyer in Q1 2016 was Fidelity Investments, an estimated $1.32B added.
- The largest Chubb seller in Q1 2016 was Westwood Holdings Group, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2016.