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Chubb
CB

Overview Fund Activity

1,072 hedge funds and large institutions have $60.5B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 405 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+75
Holders Change %
+7.52%
% 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
405
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$800M
2
Norges Bank
Norges Bank
Norway
+$170M
3
APG Asset Management
APG Asset Management
Netherlands
+$146M
4
WCM Investment Management
WCM Investment Management
California
+$102M
5
CGI
CI Global Investments
California
+$101M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
TCIM
TIAA CREF Investment Management
New York
-$165M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
4
Renaissance Technologies
Renaissance Technologies
New York
-$119M
5
EVM
Eaton Vance Management
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
701
HeadInvest LLC
Maine
$682K -$57.1K -391 -8%
FCAG
702
First Capital Advisors Group
New Jersey
$681K -$2.78K -19 -0.4%
SC
703
Slow Capital
California
$665K +$665K +4,533 New
PC
704
Port Capital
Illinois
$653K +$653K +4,467 New
PG
705
Pendal Group
Australia
$645K – – –
HAG
706
HighPoint Advisor Group
Illinois
$645K +$208K +1,435 +48%
CA
707
Calton & Associates
Florida
$645K +$645K +4,211 New
SL
708
Summitry LLC
California
$640K – – –
APA
709
American Portfolios Advisors
New York
$632K +$632K +4,325 New
AWA
710
AmeriServ Wealth Advisors
Pennsylvania
$620K +$620K +4,078 New
CWM
711
Calamos Wealth Management
Illinois
$616K -$2.06M -14,120 -77%
CPR
712
CSU Producer Resources
Ohio
$616K – – –
JIR
713
James Investment Research
Ohio
$614K -$1.09M -7,440 -64%
VIA
714
Vident Investment Advisory
Georgia
$611K -$32.9K -225 -5%
SCM
715
Shelton Capital Management
Colorado
$606K – – –
ZIC
716
ZWJ Investment Counsel
Georgia
$605K +$40.2K +275 +7%
RC
717
Roundview Capital
New Jersey
$598K +$4.38K +30 +0.7%
SYBT
718
Stock Yards Bank & Trust
Kentucky
$596K – – –
IWA
719
IBEX Wealth Advisors
New Jersey
$596K +$22.5K +157 +4%
PI
720
Parkside Investments
Illinois
$585K +$249K +1,700 +74%
STMM
721
South Texas Money Management
Texas
$579K -$2.63K -18 -0.5%
BIC
722
Beach Investment Counsel
Pennsylvania
$577K – – –
WI
723
Wintrust Investments
Illinois
$577K +$1.17K +8 +0.2%
CA
724
Cynosure Advisors
Utah
$576K +$576K +3,940 New
LSAG
725
Lake Street Advisors Group
New Hampshire
$576K +$576K +3,941 New
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