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Chubb
CB

Overview Fund Activity

1,079 hedge funds and large institutions have $58.1B invested in Chubb in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 395 increasing their positions, 411 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
24.76%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.44%
New
102
Increased
395
Reduced
411
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.6M
Net Calls Change
+$4.48M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$1.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$551M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
4
CGI
CI Global Investments
California
+$101M
5
EVM
Eaton Vance Management
Massachusetts
+$87.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$399M
3
GC
Guggenheim Capital
Illinois
-$147M
4
PI
Putnam Investments
Massachusetts
-$128M
5
State Street
State Street
Massachusetts
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
Cribstone Capital Management
Maine
$342K +$10.1K +74 +3%
SFG
802
Summit Financial Group
West Virginia
$340K +$27.9K +204 +9%
TPWA
803
TRUE Private Wealth Advisors
Oregon
$339K +$9.05K +66 +3%
MFW
804
Meristem Family Wealth
Minnesota
$339K +$339K +2,480 New
AHB
805
Abner Herrman & Brock
New Jersey
$338K +$87.7K +642 +35%
RPC
806
Rossmore Private Capital
Connecticut
$336K – – –
HSA
807
HBK Sorce Advisory
Pennsylvania
$336K +$336K +2,454 New
BMO
808
Beck Mack & Oliver
New York
$334K -$119K -872 -26%
PCG
809
Private Capital Group
Connecticut
$334K -$138 -1 -0%
AF
810
Advisornet Financial
Minnesota
$334K +$12K +88 +4%
GP
811
Girard Partners
Pennsylvania
$333K -$8.61K -63 -3%
RWA
812
RGT Wealth Advisors
Texas
$331K -$39.7K -290 -11%
CCMD
813
Cypress Capital Management (Delaware)
Delaware
$331K – – –
RMSCM
814
R.M. Sincerbeaux Capital Management
New York
$328K – – –
BHWM
815
Bar Harbor Wealth Management
New Hampshire
$326K -$3.01K -22 -0.9%
WC
816
Whitnell & Co
Illinois
$325K -$53.3K -390 -14%
FPCG
817
Fort Pitt Capital Group
Pennsylvania
$325K +$9.98K +73 +3%
SC
818
Searle & Co
Connecticut
$320K – – –
LIA
819
LSP Investment Advisors
New York
$317K – – –
JIC
820
Joel Isaacson & Co
New York
$313K – – –
PCA
821
Peddock Capital Advisors
Massachusetts
$311K – – –
HFS
822
HL Financial Services
Kentucky
$309K -$25.4K -186 -8%
STA
823
Summit Trail Advisors
New York
$305K +$37.8K +512 +14%
1SB
824
1ST Source Bank
Indiana
$304K -$4.24K -31 -1%
FHA
825
Flagship Harbor Advisors
Massachusetts
$303K -$4.77K -36 -2%
31 32
33
34 35