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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 %
WPA
926
West Paces Advisors
Georgia
$148K – – –
GLI
927
Guardian Life Insurance
New York
$146K -$60K -439 -29%
LWM
928
Lenox Wealth Management
Ohio
$142K +$39.7K +289 +39%
RWP
929
RWA Wealth Partners
Massachusetts
$140K +$140K +1,027 New
CIP
930
Convergence Investment Partners
Florida
$139K +$139K +1,015 New
FBC
931
Fairfield, Bush & Co
Connecticut
$137K +$137K +1,000 New
EWM
932
Endurance Wealth Management
Rhode Island
$134K – – –
JIR
933
James Investment Research
Ohio
$130K -$445K -3,250 -77%
FMII
934
Farmers & Merchants Investments Inc
Nebraska
$130K – – –
PWM
935
Perigon Wealth Management
California
$130K +$41.8K +303 +47%
BFC
936
Bedel Financial Consulting
Indiana
$128K +$128K +933 New
AssetMark Inc
937
AssetMark Inc
California
$127K -$57.2K -419 -31%
MSA
938
Marino Stram & Associates
Massachusetts
$127K – – –
MFW
939
Mosaic Family Wealth
Missouri
$118K +$13.6K +99 +13%
SQA
940
Simon Quick Advisors
New Jersey
$118K +$25.6K +188 +28%
FWM
941
Focused Wealth Management
New York
$109K – – –
WG
942
Welch Group
Alabama
$103K – – –
ACA
943
Atlas Capital Advisors
Wyoming
$101K +$101K +739 New
PMFA
944
Plante Moran Financial Advisors
Michigan
$101K -$41.2K -302 -29%
MCM
945
Manchester Capital Management
Vermont
$100K – – –
SFPIA
946
Stevens First Principles Investment Advisors
California
$99K – – –
SC
947
Sawyer & Company
Massachusetts
$93K +$27.4K +200 +42%
MFBTD
948
MB Financial Bank - Trust Department
Illinois
$88K -$3K -22 -3%
CHC
949
City Holding Co
West Virginia
$88K – – –
Carson Wealth (CWM LLC)
950
Carson Wealth (CWM LLC)
Nebraska
$86K -$1.37K -10 -2%
36 37
38
39 40