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Chubb
CB

Overview Fund Activity

979 hedge funds and large institutions have $58.9B invested in Chubb in 2017 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 365 increasing their positions, 385 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+8
Holders Change %
+0.82%
% of All Funds
24.44%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.87%
New
76
Increased
365
Reduced
385
Closed
57
Calls
$82.3M
Puts
$122M
Net Calls
-$39.4M
Net Calls Change
-$15M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$246M
2
Principal Financial Group
Principal Financial Group
Iowa
+$218M
3
Morgan Stanley
Morgan Stanley
New York
+$149M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$122M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$686M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
3
AAMU
Amundi Asset Management US
Massachusetts
-$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$156M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
751
Dorsey & Whitney Trust
South Dakota
$384K +$23.9K +165 +7%
KOCAA
752
Knights of Columbus Asset Advisors
Connecticut
$378K +$43.6K +300 +13%
KP
753
Keel Point
Alabama
$377K +$7.71K +53 +2%
CIM
754
CIM Investment Management
Pennsylvania
$376K +$376K +2,585 New
CL
755
Choreo LLC
Illinois
$368K -$32.1K -220 -8%
DBT
756
Dubuque Bank & Trust
Iowa
$365K – – –
BCP
757
Berkeley Capital Partners
Georgia
$364K -$2.18K -15 -0.6%
YMRC
758
Yorktown Management & Research Company
Virginia
$363K – – –
NPC
759
National Planning Corporation
California
$361K +$9.67K +66 +3%
LOAMS
760
Lombard Odier Asset Management (Switzerland)
Switzerland
$355K – – –
BFEC
761
Benjamin F. Edwards & Company
Missouri
$354K +$3.19K +22 +0.9%
SPC
762
Sigma Planning Corp
Michigan
$353K -$810K -5,579 -70%
CCMD
763
Cypress Capital Management (Delaware)
Delaware
$352K +$21.8K +150 +7%
AP
764
Advisors Preferred
Maryland
$352K +$130K +896 +59%
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$351K -$51.9K -356 -13%
RMSCM
766
R.M. Sincerbeaux Capital Management
New York
$349K – – –
FANJ
767
Financial Architects (New Jersey)
New Jersey
$347K +$50K +344 +17%
SC
768
Saturna Capital
Washington
$342K +$37.8K +260 +12%
HA
769
Harfst & Associates
Wyoming
$342K +$46.9K +323 +16%
Squarepoint
770
Squarepoint
New York
$342K +$342K +2,355 New
SC
771
Searle & Co
Connecticut
$340K – – –
CNBT
772
Canandaigua National Bank & Trust
New York
$337K +$24.1K +166 +8%
JIC
773
Joel Isaacson & Co
New York
$335K – – –
BSW
774
Buckingham Strategic Wealth
Missouri
$335K +$115K +789 +52%
SFG
775
Summit Financial Group
West Virginia
$332K +$332K +2,283 New
29 30
31
32 33