CB icon

Chubb
CB

Overview Fund Activity

997 hedge funds and large institutions have $54.6B invested in Chubb in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 390 increasing their positions, 324 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+76
Holders Change %
+8.25%
% of All Funds
24.96%
Holding in Top 10
39
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+34.48%
% of All Funds
0.98%
New
140
Increased
390
Reduced
324
Closed
51
Calls
$101M
Puts
$65.9M
Net Calls
+$35.4M
Net Calls Change
+$95.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$3.1B
2
Capital International Investors
Capital International Investors
California
+$1.04B
3
Legal & General Group
Legal & General Group
United Kingdom
+$295M
4
State Street
State Street
Massachusetts
+$252M
5
EIP
Epoch Investment Partners
New York
+$228M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$270M
2
Franklin Resources
Franklin Resources
California
-$188M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$114M
4
MTB
Mizuho Trust & Banking
Japan
-$97.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHB
851
Abner Herrman & Brock
New Jersey
$221K -$8.61K -66 -4%
CG
852
Colony Group
Massachusetts
$218K +$218K +1,647 New
GIA
853
GHP Investment Advisors
Colorado
$217K – – –
SM
854
Salzhauer Michael
$217K – – –
DWM
855
Destination Wealth Management
California
$215K +$215K +1,631 New
EWM
856
Evermay Wealth Management
Virginia
$213K – – –
LNC
857
Lincoln National Corp
Pennsylvania
$213K +$213K +1,614 New
WP
858
WMS Partners
Maryland
$213K +$213K +1,615 New
MWM
859
Mission Wealth Management
California
$208K +$208K +1,572 New
Edgewood Management
860
Edgewood Management
Connecticut
$207K +$207K +1,564 New
Lazard Asset Management
861
Lazard Asset Management
New York
$205K -$7.16M -54,490 -97%
RGC
862
Roberts, Glore & Co
Illinois
$205K +$205K +1,550 New
MGIA
863
Moneta Group Investment Advisors
Missouri
$205K +$205K +1,551 New
SBSB
864
Sullivan, Bruyette, Speros & Blaney
Virginia
$203K +$203K +1,537 New
FPCG
865
Fort Pitt Capital Group
Pennsylvania
$203K +$203K +1,539 New
LIM
866
Leavell Investment Management
Alabama
$201K +$201K +1,522 New
AF
867
Allworth Financial
California
$194K – – –
JCM
868
Jacobi Capital Management
Pennsylvania
$191K -$7.82K -60 -4%
MFW
869
Mosaic Family Wealth
Missouri
$191K – – –
GC
870
Globeflex Capital
California
$191K +$191K +1,442 New
ANBT
871
American National Bank & Trust
Texas
$190K +$190K +1,436 New
OFW
872
Omnia Family Wealth
Florida
$188K +$188K +1,415 New
TG
873
TLP Group
Illinois
$187K +$187K +1,415 New
CFA
874
Carroll Financial Associates
North Carolina
$186K +$3.03K +23 +2%
DSI
875
Daiwa SB Investments
Japan
$182K -$3.96K -30 -2%
33 34
35
36 37