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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 %
GRP
676
Global Retirement Partners
California
$618K +$62.4K +438 +11%
PWM
677
Perigon Wealth Management
California
$613K -$669K -4,669 -52%
SSB
678
Sandy Spring Bank
Maryland
$607K – – –
CPR
679
CSU Producer Resources
Ohio
$601K – – –
CAW
680
Cornerstone Advisors (Washington)
Washington
$594K -$3.57K -25 -0.6%
GXMC
681
Global X Management Company
New York
$593K +$38.8K +272 +7%
SCM
682
Shelton Capital Management
Colorado
$591K -$2.28K -16 -0.4%
IWA
683
IBEX Wealth Advisors
New Jersey
$584K -$22.9K -157 -4%
BFEC
684
Benjamin F. Edwards & Company
Missouri
$582K +$234K +1,641 +67%
SYBT
685
Stock Yards Bank & Trust
Kentucky
$581K +$5.85K +41 +1%
SCM
686
Sterling Capital Management
North Carolina
$580K -$30.9K -217 -5%
RC
687
Roundview Capital
New Jersey
$579K +$579K +4,065 New
EMB
688
Elefante Mark B
$578K +$15.7K +110 +3%
CONA
689
Capital One National Association
New York
$573K -$49.6K -348 -8%
STMM
690
South Texas Money Management
Texas
$568K -$10.7K -75 -2%
BIC
691
Beach Investment Counsel
Pennsylvania
$563K – – –
WI
692
Wintrust Investments
Illinois
$562K – – –
FNB
693
Farmers National Bank
Kentucky
$561K -$49.2K -345 -8%
CCM
694
Compton Capital Management
Rhode Island
$560K -$9.97K -70 -2%
ZIC
695
ZWJ Investment Counsel
Georgia
$551K -$14.2K -100 -3%
BHA
696
Beech Hill Advisors
New York
$542K – – –
AT
697
Arden Trust
Delaware
$537K – – –
GT
698
Glenview Trust
Kentucky
$536K – – –
GAM
699
Gotham Asset Management
New York
$535K -$1.29M -9,034 -71%
TSW
700
Thompson Siegel & Walmsley
Virginia
$534K – – –
26 27
28
29 30