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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 %
LNC
826
Lincoln National Corp
Pennsylvania
$246K +$19.1K +131 +8%
Edgewood Management
827
Edgewood Management
Connecticut
$245K +$17.5K +120 +8%
QCMC
828
Quantum Capital Management (California)
California
$241K – – –
JIP
829
Jaffetilchin Investment Partners
Florida
$240K -$201K -1,384 -46%
SM
830
Salzhauer Michael
$239K – – –
GIA
831
GHP Investment Advisors
Colorado
$238K – – –
MSS
832
Mitchell Sinkler & Starr
Pennsylvania
$237K +$237K +1,633 New
EWM
833
Evermay Wealth Management
Virginia
$234K – – –
MWM
834
Mission Wealth Management
California
$231K +$12.9K +89 +6%
BAC
835
Boys Arnold & Co
North Carolina
$230K +$230K +1,585 New
IB
836
Intrust Bank
Kansas
$229K -$33.9K -233 -13%
FPCG
837
Fort Pitt Capital Group
Pennsylvania
$229K – – –
WA
838
WFG Advisors
Texas
$227K +$64.5K +443 +40%
MFW
839
Mosaic Family Wealth
Missouri
$226K +$10.3K +71 +5%
RGC
840
Roberts, Glore & Co
Illinois
$225K – – –
Lazard Asset Management
841
Lazard Asset Management
New York
$225K – – –
SFA
842
Sequoia Financial Advisors
Ohio
$224K – – –
OFW
843
Omnia Family Wealth
Florida
$224K +$17K +116 +8%
TTWM
844
TCV Trust & Wealth Management
Virginia
$219K -$39.3K -270 -15%
RG
845
Renaissance Group
Kentucky
$218K -$2.47K -17 -1%
LCM
846
Leisure Capital Management
California
$218K – – –
SAM
847
Steinberg Asset Management
New York
$218K – – –
SIG
848
Sky Investment Group
Connecticut
$217K -$436 -3 -0.2%
NFG
849
Next Financial Group
Texas
$216K -$14.5K -100 -6%
AF
850
Allworth Financial
California
$214K +$214K +1,470 New
32 33
34
35 36