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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 %
DA
901
Denali Advisors
California
$86K +$86K +600 New
CBT
902
Central Bank & Trust
Kentucky
$80K -$9.79K -69 -11%
PCP
903
Proficio Capital Partners
Massachusetts
$75K +$35.7K +249 +91%
BCM
904
Blume Capital Management
California
$71K +$71K +500 New
WA
905
WealthTrust-Arizona
Arizona
$70K -$143 -1 -0.2%
GBT
906
Grove Bank & Trust
Florida
$69K -$80K -558 -54%
DAM
907
Delta Asset Management
Tennessee
$69K – – –
SQA
908
Simon Quick Advisors
New Jersey
$68K +$68K +475 New
WWM
909
Willingdon Wealth Management
North Carolina
$68K +$68K +480 New
TWA
910
TCI Wealth Advisors
Arizona
$67K -$143 -1 -0.2%
HDIM
911
Hanson & Doremus Investment Management
Vermont
$66K – – –
JWA
912
JFS Wealth Advisors
Pennsylvania
$62K – – –
TDC
913
Thompson Davis & Co
Virginia
$55K -$2.7K -19 -5%
KLWA
914
Kelly Lawrence W & Associates
California
$53K – – –
MSFP
915
Mark Sheptoff Financial Planning
Connecticut
$51K -$17K -120 -25%
CFA
916
Carroll Financial Associates
North Carolina
$49K -$117K -817 -70%
BONST
917
Bank of Nova Scotia Trust
Ontario, Canada
$48K +$48K +331 New
PFSC
918
Peoples Financial Services Corp
Pennsylvania
$45K – – –
BL
919
Balentine LLC
Georgia
$45K – – –
GWM
920
Geneos Wealth Management
Colorado
$44K – – –
FCMT
921
Founders Capital Management (Texas)
Texas
$43K – – –
CJA
922
C-J Advisory
California
$42K – – –
RFWA
923
RPg Family Wealth Advisory
Massachusetts
$40.5K -$20.5K -144 -34%
SWA
924
Sutton Wealth Advisors
Florida
$39.9K – – –
SMG
925
Spectrum Management Group
Indiana
$38K +$38K +270 New
35 36
37
38 39