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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 %
IP
1051
Isthmus Partners
Wisconsin
$5K – – –
PO
1052
Private Ocean
California
$5K +$441 +3 +10%
LWA
1053
Lenox Wealth Advisors
New York
$5K +$5K +37 New
WEC
1054
Winslow Evans & Crocker
Massachusetts
$4.68K -$15.2K -104 -76%
MUS
1055
Mitsubishi UFJ Securities
Japan
$4K -$4K -30 -50%
MWM
1056
Mascoma Wealth Management
New Hampshire
$4K -$1.38K -10 -26%
HIM
1057
Hillsdale Investment Management
Ontario, Canada
$4K – – –
MWM
1058
MinichMacGregor Wealth Management
New York
$4K +$276 +2 +7%
SP
1059
SWS Partners
Ohio
$4K +$4K +27 New
FBT
1060
First Bank & Trust
South Dakota
$4K +$4K +30 New
CB
1061
CNB Bank
Pennsylvania
$4K +$4K +30 New
ME
1062
McIlrath & Eck
Washington
$4K +$4K +30 New
SPI
1063
Santori & Peters Inc
Pennsylvania
$4K +$4K +31 New
CPA
1064
Clear Perspective Advisors
Illinois
$3K – – –
BWA
1065
BDO Wealth Advisors
Florida
$3K +$652 +5 +28%
MCM
1066
Mainstay Capital Management
Michigan
$3K +$3K +20 New
RIA
1067
RPG Investment Advisory
California
$2K – – –
CFD
1068
Creative Financial Designs
Indiana
$2K – – –
GI
1069
Gradient Investments
Minnesota
$2K +$2K +11 New
PW
1070
Price Wealth
Texas
$2K +$2K +20 New
Kovitz Investment Group Partners
1071
Kovitz Investment Group Partners
Illinois
$426 – – –
PCG
1072
Private Capital Group
Connecticut
$357 +$357 +2,428 New
NFA
1073
Nationwide Fund Advisors
Ohio
– -$59.2M -415,108 Closed
SAM
1074
Sentinel Asset Management
Vermont
– -$39.2M -275,100 Closed
WF
1075
Welch & Forbes
Massachusetts
– -$38.8M -272,408 Closed
41 42
43
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