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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 %
AC
1001
Avestar Capital
New York
$15K -$2.52K -23 -14%
AWM
1002
AllSquare Wealth Management
New York
$15K – – –
FC
1003
Ferris Capital
Massachusetts
$14K -$1.06K -8 -7%
VIMU
1004
Veritas Investment Management (UK)
United Kingdom
$14K – – –
POIA
1005
Pin Oak Investment Advisors
Texas
$14K – – –
ICM
1006
IMS Capital Management
Oregon
$14K +$14K +107 New
AIM
1007
Anchor Investment Management
South Carolina
$13.6K – – –
BCA
1008
Bray Capital Advisors
Florida
$13K – – –
RBC
1009
Roble Belko & Company
Pennsylvania
$13K – – –
MFT
1010
Moisand Fitzgerald Tamayo
Florida
$13K – – –
TFO
1011
Tarbox Family Office
California
$13K +$1.8K +14 +16%
BWA
1012
BDO Wealth Advisors
Florida
$12K – – –
LWA
1013
Lenox Wealth Advisors
New York
$11K -$2.1K -16 -16%
SGAM
1014
Smith Group Asset Management
Texas
$11K -$1.39K -10 -11%
HR
1015
Howe & Rusling
New York
$11K -$418 -3 -4%
KL
1016
KWMG LLC
Kansas
$11K – – –
MCA
1017
Mercer Capital Advisers
New Jersey
$11K – – –
AIL
1018
AGF Investments LLC
Ontario, Canada
$11K +$5.5K +41 +100%
TWMP
1019
Taylor Wealth Management Partners
Massachusetts
$11K +$11K +85 New
WIM
1020
Westside Investment Management
California
$10.1K – – –
RFM
1021
Royal Fund Management
Florida
$10K -$2.81K -23 -22%
THWM
1022
Taylor Hoffman Wealth Management
Virginia
$10K – – –
NSIM
1023
North Star Investment Management
Illinois
$10K +$3.12K +24 +45%
SCA
1024
Stuart Chaussee & Associates
California
$9K – – –
ECM
1025
Exchange Capital Management
Michigan
$9K – – –
39 40
41
42 43