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Chubb
CB

Overview Fund Activity

1,072 hedge funds and large institutions have $60.5B invested in Chubb in 2017 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 366 increasing their positions, 405 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+75
Holders Change %
+7.52%
% of All Funds
24.35%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.5%
New
137
Increased
366
Reduced
405
Closed
59
Calls
$80.5M
Puts
$47.4M
Net Calls
+$33.1M
Net Calls Change
+$161M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$800M
2
Norges Bank
Norges Bank
Norway
+$170M
3
APG Asset Management
APG Asset Management
Netherlands
+$146M
4
WCM Investment Management
WCM Investment Management
California
+$102M
5
CGI
CI Global Investments
California
+$101M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$215M
2
TCIM
TIAA CREF Investment Management
New York
-$165M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
4
Renaissance Technologies
Renaissance Technologies
New York
-$119M
5
EVM
Eaton Vance Management
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
HFP
977
Holistic Financial Partners
Indiana
$51K +$51K +350 New
FMB
978
Field & Main Bank
Kentucky
$51K +$51K +350 New
Acadian Asset Management
979
Acadian Asset Management
Massachusetts
$50K -$431K -2,905 -90%
CFA
980
Carroll Financial Associates
North Carolina
$49K – – –
PFSC
981
Peoples Financial Services Corp
Pennsylvania
$46K – – –
BL
982
Balentine LLC
Georgia
$46K – – –
GWM
983
Geneos Wealth Management
Colorado
$46K +$580 +4 +1%
CJA
984
C-J Advisory
California
$44K – – –
VCM
985
Versant Capital Management
Arizona
$44K +$14.4K +100 +49%
PGWM
986
Parisi Gray Wealth Management
New Jersey
$44K +$44K +307 New
TIM
987
Tortoise Investment Management
New York
$43K +$7.26K +50 +20%
SWA
988
Sutton Wealth Advisors
Florida
$40.9K – – –
WWM
989
Willingdon Wealth Management
North Carolina
$39K -$31.6K -215 -45%
SMG
990
Spectrum Management Group
Indiana
$39K – – –
PS
991
Portfolio Solutions
Michigan
$37K – – –
TWMP
992
Taylor Wealth Management Partners
Massachusetts
$37K – – –
SFG
993
Sage Financial Group
Pennsylvania
$36K – – –
AIM
994
Arcadia Investment Management
Michigan
$35K – – –
AP
995
Atwood & Palmer
Missouri
$31K – – –
HCM
996
Highlander Capital Management
New Jersey
$31K – – –
FRA
997
Front Row Advisors
California
$31K +$31K +210 New
AWM
998
Aevitas Wealth Management
Massachusetts
$31K +$31K +212 New
AWM
999
AllSquare Wealth Management
New York
$29K -$1.32K -9 -4%
CA
1000
Crewe Advisors
Utah
$29K +$29K +200 New
38 39
40
41 42