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Chubb
CB

Overview Fund Activity

997 hedge funds and large institutions have $58.7B invested in Chubb in 2017 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 369 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+18
Holders Change %
+1.84%
% of All Funds
24.89%
Holding in Top 10
28
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
89
Increased
369
Reduced
369
Closed
65
Calls
$83.7M
Puts
$211M
Net Calls
-$128M
Net Calls Change
-$88.1M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$814M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$691M
3
Bank of America
Bank of America
North Carolina
+$273M
4
Capital International Investors
Capital International Investors
California
+$179M
5
SSM
Sound Shore Management
Connecticut
+$138M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$507M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$258M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
EVM
Eaton Vance Management
Massachusetts
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
576
Needelman Asset Management
California
$1.16M – – –
DRD
577
Dennis R. Delaney
$1.15M +$7.13K +50 +0.6%
DJSG
578
D.J. St. Germain
Massachusetts
$1.15M +$221K +1,549 +24%
LJAC
579
L.J. Altfest & Co
New York
$1.15M -$602K -4,224 -34%
CB
580
Community Bank
New York
$1.15M +$61.3K +430 +6%
BWP
581
Baldwin Wealth Partners
Massachusetts
$1.14M – – –
WIP
582
Wellesley Investment Partners
Massachusetts
$1.14M -$47K -330 -4%
BIAS
583
Beacon Investment Advisory Services
New Jersey
$1.13M +$660K +4,630 +142%
VFA
584
Voya Financial Advisors
Connecticut
$1.12M -$301K -2,120 -21%
FA
585
FMA Advisory
Pennsylvania
$1.09M +$1.09M +7,642 New
LFAS
586
Level Four Advisory Services
Texas
$1.07M +$415K +2,913 +64%
BP
587
Ballentine Partners
Massachusetts
$1.07M +$246K +1,727 +30%
MC
588
Moors & Cabot
Massachusetts
$1.06M +$6.44K +45 +0.6%
FG
589
FSI Group
Ohio
$1.06M -$1.44M -10,095 -58%
ACS
590
Archford Capital Strategies
Illinois
$1.04M -$71.9K -504 -6%
HW
591
Hancock Whitney
Mississippi
$1.03M +$1.03M +7,224 New
DHFB
592
Dixon Hubard Feinour & Brown
Virginia
$1.02M – – –
AIA
593
Allegis Investment Advisors
Idaho
$1.01M -$65.1K -457 -6%
EHC
594
Everett Harris & Co
California
$1.01M -$44.5K -312 -4%
ZAM
595
Zevin Asset Management
Massachusetts
$991K – – –
KOCAA
596
Knights of Columbus Asset Advisors
Connecticut
$991K +$620K +4,353 +167%
WS
597
Wedbush Securities
California
$990K +$35.8K +251 +4%
HCP
598
Holt Capital Partners
Texas
$987K – – –
PVWM
599
Point View Wealth Management
New Jersey
$982K -$74K -519 -7%
AT
600
Argent Trust
Texas
$973K -$34.4K -241 -3%
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