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Chubb
CB

Overview Fund Activity

889 hedge funds and large institutions have $44B invested in Chubb in 2016 Q1 according to their latest regulatory filings, with 315 funds opening new positions, 416 increasing their positions, 122 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+235
Holders Change %
+35.93%
% of All Funds
23.73%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.91%
New
315
Increased
416
Reduced
122
Closed
76
Calls
$98.2M
Puts
$100M
Net Calls
-$2.13M
Net Calls Change
+$11.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.37B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.18B
3
WCM Investment Management
WCM Investment Management
California
+$1.14B
4
State Street
State Street
Massachusetts
+$620M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$164M
2
WIC
Water Island Capital
New York
-$128M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98.3M
4
Boston Partners
Boston Partners
Massachusetts
-$90M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
826
Parasol Investment Management
Illinois
$34K +$25.6K +215 +307%
DAM
827
Delta Asset Management
Tennessee
$34K +$34K +282 New
HPBT
828
High Point Bank & Trust
North Carolina
$33K +$33K +300 New
CA
829
CapWealth Advisors
Tennessee
$32K +$32K +270 New
SFG
830
Sage Financial Group
Pennsylvania
$30K – – –
OC
831
Oakworth Capital
Alabama
$30K – – –
TWMP
832
Taylor Wealth Management Partners
Massachusetts
$30K – – –
MCA
833
Mercer Capital Advisers
New Jersey
$30K +$21.3K +180 +243%
RFWA
834
RPg Family Wealth Advisory
Massachusetts
$29.9K +$29.9K +251 New
TJHA
835
Thomas J. Herzfeld Advisors
Florida
$29K -$5.07K -43 -15%
BAM
836
Bruderman Asset Management
New York
$29K +$29K +240 New
TIM
837
Tortoise Investment Management
New York
$29K +$29K +246 New
ATC
838
Adirondack Trust Company
New York
$26K – – –
CYG
839
Clean Yield Group
Vermont
$26K +$26K +219 New
AP
840
Atwood & Palmer
Missouri
$25K – – –
DPA
841
Delphi Private Advisors
California
$25K +$24.1K +204 +2,550%
AWMS
842
Advocacy Wealth Management Services
Georgia
$23K +$11K +91 +91%
FPTW
843
Franklin, Parlapiano, Turner & Welch
Texas
$22K – – –
PFSC
844
Peoples Financial Services Corp
Pennsylvania
$22K +$22K +187 New
OSNBOA
845
Old Second National Bank of Aurora
Illinois
$21K +$21K +180 New
CPIG
846
Chicago Partners Investment Group
Illinois
$21K +$21K +180 New
TRCT
847
Tower Research Capital (TRC)
New York
$19K +$13K +107 +218%
PHK
848
Point72 Hong Kong
Hong Kong
$19K +$19K +160 New
AW
849
Alpha Windward
Massachusetts
$18K +$18K +152 New
WAS
850
WESPAC Advisors SoCal
California
$16.7K +$16.7K +140 New
32 33
34
35 36