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1,074 hedge funds and large institutions have $60.6B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 406 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 59

70% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $47.4M

8% more funds holding

Funds holding: 9991,074 (+75)

3% more capital invested

Capital invested by funds: $58.7B → $60.6B (+$1.83B)

0.79% more ownership

Funds ownership: 88.54%89.33% (+0.79%)

10% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 406

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
1,074
Holders Change
+75
Holders Change %
+7.51%
% of All Funds
24.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.5%
New
137
Increased
366
Reduced
406
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.29B +$64.2M +429,416 +1%
BlackRock
2
BlackRock
New York
$4.41B +$65.1M +435,621 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.12B -$27.9M -186,655 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.73B -$143M -957,804 -4%
State Street
5
State Street
Massachusetts
$3.21B +$82M +549,104 +3%
Capital World Investors
6
Capital World Investors
California
$3.1B -$2.07M -13,841 -0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.53B +$818M +5,476,652 +46%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.96B -$7.84M -52,482 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.81B +$26.2M +175,653 +1%
WCM Investment Management
10
WCM Investment Management
California
$1.73B +$104M +697,702 +6%
Bank of America
11
Bank of America
North Carolina
$1.46B -$220M -1,470,449 -13%
Capital International Investors
12
Capital International Investors
California
$1.36B +$42.8M +286,633 +3%
Wells Fargo
13
Wells Fargo
California
$803M +$2.97M +19,850 +0.4%
Northern Trust
14
Northern Trust
Illinois
$785M -$13.1M -87,438 -2%
Boston Partners
15
Boston Partners
Massachusetts
$741M -$42.3M -282,912 -5%
Franklin Resources
16
Franklin Resources
California
$735M -$56.1M -375,698 -7%
Morgan Stanley
17
Morgan Stanley
New York
$704M +$34.1M +228,289 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$678M +$18.4M +122,892 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$639M -$8.23M -55,087 -1%
American Century Companies
20
American Century Companies
Missouri
$600M +$21M +140,300 +4%
UBS Group
21
UBS Group
Switzerland
$559M +$48.6M +325,570 +9%
Ameriprise
22
Ameriprise
Minnesota
$474M +$4.72M +31,600 +1%
Norges Bank
23
Norges Bank
Norway
$472M +$173M +1,160,117 +56%
TCIM
24
TIAA CREF Investment Management
New York
$471M -$169M -1,129,809 -26%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$372M +$36.2M +242,569 +11%

CB Hedge Fund Activity: Q4 2017 in Review

1,074 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2017, worth a combined $60.6B — up 3.1% from $58.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CB positions and 59 closed out — a net gain of 78 holders — while 366 added to existing stakes and 406 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $220M.

  • 1,074 institutional investors held Chubb (CB) as of Q4 2017, up from 999 in Q3 2017.
  • Funds reported $60.6B of Chubb stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 137 funds opened new Chubb positions in Q4 2017 and 59 closed out, a net change of +78 holders.
  • The largest Chubb buyer in Q4 2017 was T. Rowe Price Associates, an estimated $818M added.
  • The largest Chubb seller in Q4 2017 was Bank of America, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.