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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 %
PS
926
Portfolio Solutions
Michigan
$36K – – –
TWMP
927
Taylor Wealth Management Partners
Massachusetts
$36K – – –
SFG
928
Sage Financial Group
Pennsylvania
$35K – – –
TIM
929
Tortoise Investment Management
New York
$35K – – –
AIM
930
Arcadia Investment Management
Michigan
$34K – – –
TRCT
931
Tower Research Capital (TRC)
New York
$34K +$34K +237 New
AP
932
Atwood & Palmer
Missouri
$30K – – –
HCM
933
Highlander Capital Management
New Jersey
$30K – – –
AWM
934
AllSquare Wealth Management
New York
$30K +$30K +207 New
FMA
935
FNY Managed Accounts
New York
$30K +$30K +216 New
VCM
936
Versant Capital Management
Arizona
$29K -$19.7K -140 -40%
OFS
937
Orrstown Financial Services
Pennsylvania
$27K – – –
OSNBOA
938
Old Second National Bank of Aurora
Illinois
$26K – – –
LC
939
Landaas & Company
Wisconsin
$26K +$26K +180 New
FCFS
940
First Command Financial Services
Texas
$25K – – –
FCB
941
First Command Bank
Texas
$25K – – –
TG
942
TLP Group
Illinois
$25K +$25K +176 New
DPA
943
Delphi Private Advisors
California
$24K -$3.64K -25 -13%
AIS
944
Accurate Investment Solutions
Pennsylvania
$24K +$6.43K +45 +37%
FHA
945
First Horizon Advisors
Tennessee
$23K -$4.29K -30 -16%
BWM
946
Baystate Wealth Management
Massachusetts
$23K +$5.46K +37 +31%
NSIM
947
North Star Investment Management
Illinois
$21K – – –
ADL
948
Asset Dedication LLC
California
$21K – – –
HWM
949
Holloway Wealth Management
Florida
$21K -$22K – –
FIB
950
First Interstate Bank
Montana
$21K +$2.17K +15 +12%
36 37
38
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