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Chubb
CB

Overview Fund Activity

1,065 hedge funds and large institutions have $50.7B invested in Chubb in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 363 increasing their positions, 445 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-27
Holders Change %
-2.47%
% of All Funds
21.89%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
111
Increased
363
Reduced
445
Closed
129
Calls
$177M
Puts
$127M
Net Calls
+$50.3M
Net Calls Change
-$18.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$572M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$464M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$306M
4
Capital International Investors
Capital International Investors
California
+$196M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$169M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$955M
2
Bank of America
Bank of America
North Carolina
-$790M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$238M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
5
Boston Partners
Boston Partners
Massachusetts
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
826
M&R Capital Management
New Jersey
$265K – – –
PPSG
827
Princeton Portfolio Strategies Group
New Jersey
$264K -$69K -546 -21%
PCMC
828
Paragon Capital Management (Colorado)
Colorado
$261K +$261K +2,064 New
IAIM
829
International Assets Investment Management
Florida
$259K -$2.53K -20 -1%
SFG
830
Summit Financial Group
West Virginia
$259K – – –
MAG
831
Mayfair Advisory Group
Alabama
$259K +$26.5K +210 +11%
S
832
SignatureFD
Georgia
$257K -$235K -1,858 -48%
CFG
833
Capstone Financial Group
Oklahoma
$256K -$381 -3 -0.1%
CAM
834
Carret Asset Management
New York
$255K – – –
BCP
835
Berkeley Capital Partners
Georgia
$253K -$21.7K -171 -8%
MAM
836
Morse Asset Management
Connecticut
$253K +$253K +2,000 New
RCAG
837
Rehmann Capital Advisory Group
Michigan
$249K -$36.1K -285 -13%
JIC
838
Joel Isaacson & Co
New York
$249K -$5.2K -41 -2%
BFA
839
Bragg Financial Advisors
North Carolina
$248K -$98.7K -780 -28%
ACM
840
Allred Capital Management
Texas
$246K -$60.3K -478 -20%
P
841
Pitcairn
Pennsylvania
$245K -$48K -378 -16%
AT
842
Arden Trust
Delaware
$239K -$15.3K -121 -6%
QCG
843
Quadrant Capital Group
Ohio
$239K +$253 +2 +0.1%
AAM
844
Aureus Asset Management
Massachusetts
$237K -$114K -900 -32%
AM
845
Atwater Malick
Pennsylvania
$237K +$237K +1,875 New
APA
846
American Portfolios Advisors
New York
$235K -$87.2K -689 -27%
SCA
847
Snowden Capital Advisors
New York
$234K -$2.46M -19,407 -91%
CWM
848
Calamos Wealth Management
Illinois
$234K -$46.3K -366 -17%
PL
849
Plancorp LLC
Missouri
$234K -$4.3K -34 -2%
VFA
850
Valeo Financial Advisors
Indiana
$232K -$79.9K -632 -26%
32 33
34
35 36