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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 %
SMFS
951
Squar Milner Financial Services
California
$72K +$5.74K +43 +9%
TG
952
TLP Group
Illinois
$71K +$24.4K +183 +52%
JWA
953
JFS Wealth Advisors
Pennsylvania
$69K -$5.65K -42 -8%
WAP
954
Wealthcare Advisory Partners
Pennsylvania
$67K -$30K -225 -31%
ZB
955
Zions Bancorporation
Utah
$67K +$1.34K +10 +2%
CAL
956
Capital Advisors Ltd
Ohio
$65K +$65K +488 New
TA
957
Townsend & Associates
Colorado
$64K +$398 +3 +0.6%
RMC
958
Resources Management Corp
Connecticut
$64K +$64K +481 New
HDIM
959
Hanson & Doremus Investment Management
Vermont
$62K – – –
CFA
960
Carroll Financial Associates
North Carolina
$59K +$1.6K +12 +3%
BWM
961
Baystate Wealth Management
Massachusetts
$55K +$34.2K +257 +165%
BDWM
962
Brewin Dolphin Wealth Management
Ireland
$49K – – –
PCP
963
Proficio Capital Partners
Massachusetts
$46K +$10.3K +77 +29%
Acadian Asset Management
964
Acadian Asset Management
Massachusetts
$45K – – –
CFGS
965
Concourse Financial Group Securities
Alabama
$44K +$44K +326 New
AA
966
Ancora Advisors
Ohio
$43K +$43K +320 New
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$42K – – –
ADL
968
Asset Dedication LLC
California
$40K -$64.6K -478 -62%
FMB
969
Field & Main Bank
Kentucky
$40K – – –
TIM
970
Tortoise Investment Management
New York
$40K – – –
HWM
971
Holloway Wealth Management
Florida
$39K -$19K – –
SFPIA
972
Stevens First Principles Investment Advisors
California
$38K – – –
GCM
973
Gables Capital Management
Florida
$37K – – –
SWA
974
Sutton Wealth Advisors
Florida
$36.5K – – –
SMG
975
Spectrum Management Group
Indiana
$36K – – –
37 38
39
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