Chubb
924 hedge funds and large institutions have $47.2B invested in Chubb in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 352 increasing their positions, 359 reducing their positions, and 61 closing their positions.
0.54% less ownership
Funds ownership: 81.22% → 80.69% (-0.54%)
2% less repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 359
3% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 61
4% less capital invested
Capital invested by funds: $49.3B → $47.2B (-$2.15B)
1% less funds holding
Funds holding: 935 → 924 (-11)
34% less funds holding in top 10
Funds holding in top 10: 44 → 29 (-15)
50% less call options, than puts
Call options by funds: $59.8M | Put options by funds: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$166M |
| 2 |
Morgan Stanley
New York
|
+$126M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 4 |
Renaissance Technologies
New York
|
+$85.5M |
| 5 |
Neuberger Berman Group
New York
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$148M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$135M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$130M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$130M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$80.3M |
CB Hedge Fund Activity: Q3 2016 in Review
924 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2016, worth a combined $47.2B — down 4.4% from $49.3B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of CB and 59 opened new positions — a net loss of 2 holders — while 359 trimmed existing stakes and 352 added.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $166M. The largest seller was JP Morgan Chase, cutting an estimated $148M.
- 924 institutional investors held Chubb (CB) as of Q3 2016, down from 935 in Q2 2016.
- Funds reported $47.2B of Chubb stock for Q3 2016, down 4.4% quarter-over-quarter.
- 59 funds opened new Chubb positions in Q3 2016 and 61 closed out, a net change of -2 holders.
- The largest Chubb buyer in Q3 2016 was Westwood Holdings Group, an estimated $166M added.
- The largest Chubb seller in Q3 2016 was JP Morgan Chase, an estimated $148M sold.
Based on aggregated 13F filings for Q3 2016.