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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 %
TC
851
Trust Company
Kansas
$16K +$16K +137 New
TFO
852
Tarbox Family Office
California
$15K +$6.4K +55 +74%
LWA
853
Lenox Wealth Advisors
New York
$15K +$15K +124 New
NSIM
854
North Star Investment Management
Illinois
$14K +$14K +120 New
SMG
855
Spectrum Management Group
Indiana
$14K +$14K +120 New
VIMU
856
Veritas Investment Management (UK)
United Kingdom
$13K +$13K +108 New
PFS
857
Physicians Financial Services
North Carolina
$13K +$13K +110 New
AIM
858
Anchor Investment Management
South Carolina
$12.2K +$12.2K +102 New
PCP
859
Proficio Capital Partners
Massachusetts
$12K -$12.7K -105 -51%
TSU
860
TD Securities (USA)
New York
$12K +$3.5K +30 +41%
FPFS
861
First Personal Financial Services
North Carolina
$12K +$9.7K +80 +421%
AIS
862
Accurate Investment Solutions
Pennsylvania
$11K +$11K +92 New
WEC
863
Winslow Evans & Crocker
Massachusetts
$10.8K +$10.8K +91 New
HR
864
Howe & Rusling
New York
$10K +$10K +82 New
MWM
865
MinichMacGregor Wealth Management
New York
$9K +$9K +76 New
KKAMG
866
Kernodle & Katon Asset Management Group
Arkansas
$8K +$8K +65 New
MBT
867
Monroe Bank & Trust
Michigan
$8K +$8K +66 New
AOWM
868
Alpha Omega Wealth Management
Virginia
$8K +$8K +67 New
CG
869
Cutler Group
California
$8K +$8K +70 New
BCMIO
870
Beacon Capital Management Inc (Ohio)
Ohio
$7K +$7K +60 New
FWM
871
Focused Wealth Management
New York
$6K +$6K +50 New
VIA
872
Vident Investment Advisory
Georgia
$5.72K +$5.72K +47,980 New
CF
873
CenterStar Fund
Illinois
$5K -$295K – –
ACM
874
Armbruster Capital Management
New York
$5K – – –
Carson Wealth (CWM LLC)
875
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +40 New
33 34
35
36 37