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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 %
FWM
926
Focused Wealth Management
New York
$107K – – –
EA
927
Elm Advisors
California
$103K +$103K +768 New
BAM
928
Belpointe Asset Management
Nevada
$100K +$100K +747 New
ACA
929
Atlas Capital Advisors
Wyoming
$98.6K – – –
MCM
930
Manchester Capital Management
Vermont
$98K – – –
HCM
931
Highlander Capital Management
New Jersey
$95K +$66.6K +500 +235%
WSTAM
932
Wilbanks Smith & Thomas Asset Management
Virginia
$94K +$94K +709 New
GWM
933
Geneos Wealth Management
Colorado
$88K +$42K +297 +91%
CHC
934
City Holding Co
West Virginia
$86K – – –
CHP
935
Cable Hill Partners
Oregon
$86K – – –
RMAM
936
Raab & Moskowitz Asset Management
New Jersey
$85K +$85K +638 New
AssetMark Inc
937
AssetMark Inc
California
$84K -$4.94K -37 -6%
MFBTD
938
MB Financial Bank - Trust Department
Illinois
$84K – – –
PMFA
939
Plante Moran Financial Advisors
Michigan
$82K -$3.07K -23 -4%
MA
940
MCF Advisors
Kentucky
$81K – – –
DAM
941
Delta Asset Management
Tennessee
$80K +$3.32K +25 +4%
BFC
942
Bedel Financial Consulting
Indiana
$79K -$37.4K -300 -32%
LFA
943
Legacy Financial Advisors
Kentucky
$78K -$7.32K -55 -9%
WA
944
WealthTrust-Arizona
Arizona
$77K -$537 -4 -0.7%
SC
945
Sawyer & Company
Massachusetts
$77K – – –
EFSCE
946
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$3.62K -27 -5%
MSFP
947
Mark Sheptoff Financial Planning
Connecticut
$75K – – –
TPWA
948
TRUE Private Wealth Advisors
Oregon
$75K -$300K -2,230 -80%
TWA
949
TCI Wealth Advisors
Arizona
$74K -$2.93K -22 -4%
PCM
950
Princeton Capital Management
New Jersey
$72K – – –
36 37
38
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