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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 %
SGAM
1026
Smith Group Asset Management
Texas
$14K -$4.24K -30 -23%
RBC
1027
Roble Belko & Company
Pennsylvania
$14K – – –
MFT
1028
Moisand Fitzgerald Tamayo
Florida
$14K – – –
POIA
1029
Pin Oak Investment Advisors
Texas
$14K – – –
BCA
1030
Bray Capital Advisors
Florida
$14K +$14K +100 New
AIM
1031
Anchor Investment Management
South Carolina
$14K – – –
FHA
1032
First Horizon Advisors
Tennessee
$13K -$50.8K -375 -80%
WWM
1033
Wagner Wealth Management
South Carolina
$13K – – –
HR
1034
Howe & Rusling
New York
$11K -$2.95K -22 -21%
TFO
1035
Tarbox Family Office
California
$11K -$2.49K -19 -18%
RFM
1036
Royal Fund Management
Florida
$11K +$1.94K +15 +21%
MCA
1037
Mercer Capital Advisers
New Jersey
$11K +$2.95K +22 +37%
THWM
1038
Taylor Hoffman Wealth Management
Virginia
$10K – – –
WC
1039
Whitney & Co
New York
$10K +$10K +72 New
LF
1040
Lee Financial
Texas
$10K +$10K +76 New
TJHA
1041
Thomas J. Herzfeld Advisors
Florida
$9K – – –
SCA
1042
Stuart Chaussee & Associates
California
$9K – – –
ECM
1043
Exchange Capital Management
Michigan
$9K +$2.96K +22 +49%
WTB
1044
Washington Trust Bank
Washington
$8K -$5.87K -44 -42%
AWA
1045
Acorn Wealth Advisors
Michigan
$8K – – –
JFA
1046
JNBA Financial Advisors
Minnesota
$8K – – –
TC
1047
Trust Company
Kansas
$8K – – –
OWA
1048
One Wealth Advisors
California
$8K +$140 +1 +2%
CIM
1049
Corbyn Investment Management
Maryland
$8K +$8K +60 New
NSIM
1050
North Star Investment Management
Illinois
$7K -$12.4K -94 -64%
40 41
42
43 44