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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 %
AWM
1001
AllSquare Wealth Management
New York
$27K – – –
CA
1002
Crewe Advisors
Utah
$27K – – –
JAM
1003
Jolley Asset Management
North Carolina
$27K +$27K +200 New
OFS
1004
Orrstown Financial Services
Pennsylvania
$26K – – –
GTAM
1005
Global Trust Asset Management
Florida
$26K – – –
OSNBOA
1006
Old Second National Bank of Aurora
Illinois
$25K – – –
LWA
1007
Lenox Wealth Advisors
New York
$25K +$19.9K +143 +386%
WDL
1008
Well Done LLC
Michigan
$25K +$25K +185 New
VCM
1009
Versant Capital Management
Arizona
$24K -$16.8K -126 -41%
HWM
1010
Holloway Wealth Management
Florida
$23K -$22K – –
HT
1011
Heritage Trust
Oklahoma
$22K +$4.32K +32 +24%
TFS
1012
TrustCore Financial Services
Tennessee
$21K – – –
AC
1013
Avestar Capital
New York
$21K +$387 +3 +2%
SFM
1014
Signet Financial Management
New Jersey
$21K +$21K +154 New
FIB
1015
First Interstate Bank
Montana
$20K – – –
AWMS
1016
Advocacy Wealth Management Services
Georgia
$20K +$4.76K +34 +31%
RFWA
1017
RPg Family Wealth Advisory
Massachusetts
$19.4K +$19.4K +142 New
FCFS
1018
First Command Financial Services
Texas
$19K -$5.45K -39 -22%
FCB
1019
First Command Bank
Texas
$18.6K -$5.33K -39 -22%
FC
1020
Ferris Capital
Massachusetts
$17K +$17K +122 New
BWM
1021
Baystate Wealth Management
Massachusetts
$16K – – –
BWA
1022
Burt Wealth Advisors
Maryland
$16K – – –
DPA
1023
Delphi Private Advisors
California
$16K – – –
VIMU
1024
Veritas Investment Management (UK)
United Kingdom
$15K – – –
AIS
1025
Accurate Investment Solutions
Pennsylvania
$15K +$268 +2 +2%
39 40
41
42 43