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Chubb
CB

Overview Fund Activity

1,068 hedge funds and large institutions have $54.7B invested in Chubb in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 362 increasing their positions, 421 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+18
Holders Change %
+1.71%
% of All Funds
24.46%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
92
Increased
362
Reduced
421
Closed
66
Calls
$110M
Puts
$97.4M
Net Calls
+$12.1M
Net Calls Change
-$3.21M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.13B
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
FMI
Fiduciary Management Inc
Wisconsin
+$472M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$810M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
4
Renaissance Technologies
Renaissance Technologies
New York
-$123M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
901
TrueWealth LLC
Georgia
$168K +$3.88K +29 +2%
ACM
902
AUA Capital Management
Pennsylvania
$167K – – –
BG
903
Bollard Group
Massachusetts
$162K – – –
NSB
904
Norway Savings Bank
Maine
$161K – – –
FPS
905
Fieldpoint Private Securities
Connecticut
$161K – – –
FMTCOCP
906
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K – – –
KA
907
Kaizen Advisory
Illinois
$155K – – –
MFW
908
Mosaic Family Wealth
Missouri
$155K +$42.5K +333 +38%
DWM
909
Destination Wealth Management
California
$151K – – –
DSC
910
Duncker Streett & Co
Missouri
$149K – – –
HCM
911
Hilton Capital Management
New York
$148K +$24K +180 +19%
M
912
MOTCO
Texas
$146K +$15.5K +116 +12%
CWA
913
Clarus Wealth Advisors
Arizona
$141K +$30.2K +226 +27%
EWM
914
Edge Wealth Management
New York
$140K – – –
TNBTD
915
Trustmark National Bank Trust Department
Mississippi
$138K +$138K +1,033 New
FMII
916
Farmers & Merchants Investments Inc
Nebraska
$132K -$9.1K -68 -6%
EWM
917
Endurance Wealth Management
Rhode Island
$131K – – –
WPA
918
West Paces Advisors
Georgia
$127K -$18.7K -140 -13%
ME
919
McIlrath & Eck
Washington
$118K +$114K +851 +2,837%
ONST
920
Old North State Trust
North Carolina
$117K +$117K +879 New
LA
921
Legacy Advisors
Pennsylvania
$115K +$108K +806 +1,612%
CT
922
Clearstead Trust
Maine
$113K +$6.02K +45 +6%
APP
923
Avantax Planning Partners
Iowa
$113K +$113K +849 New
MSA
924
Marino Stram & Associates
Massachusetts
$110K -$12.8K -96 -10%
EMG
925
ETF Managers Group
New Jersey
$110K +$110K +823 New
35 36
37
38 39