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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 %
PCWA
876
Pacific Capital Wealth Advisors
California
$204K +$204K +1,613 New
CPC
877
Congress Park Capital
New York
$203K -$47.6K -375 -19%
LWM
878
Lenox Wealth Management
Ohio
$203K +$7.75K +61 +4%
QWM
879
QP Wealth Management
New Jersey
$203K +$203K +1,603 New
BIA
880
Bigelow Investment Advisors
Maine
$203K +$203K +1,604 New
BMCM
881
Bryn Mawr Capital Management
Pennsylvania
$203K +$203K +1,605 New
BSW
882
Buckingham Strategic Wealth
Missouri
$201K -$89.1K -705 -31%
RGC
883
Roberts, Glore & Co
Illinois
$200K +$200K +1,580 New
OPS
884
Orion Portfolio Solutions
Nebraska
$198K +$6.2K +49 +3%
Credit Agricole
885
Credit Agricole
France
$196K – – –
BAM
886
Barrett Asset Management
New York
$184K +$155K +1,225 +542%
CIA
887
CSat Investment Advisory
Michigan
$176K +$49.5K +390 +39%
EP
888
Eudaimonia Partners
Tennessee
$175K +$23.5K +186 +16%
MAM
889
Meeder Asset Management
Ohio
$162K -$68K -537 -30%
HPC
890
HM Payson & Co
Maine
$161K – – –
ST
891
Smithfield Trust
Pennsylvania
$159K -$8.97K -71 -5%
NSB
892
Norway Savings Bank
Maine
$152K – – –
AAP
893
Arax Advisory Partners
Colorado
$151K -$48.7K -384 -24%
APW
894
Acima Private Wealth
Virginia
$148K – – –
IA
895
IndexIQ Advisors
New York
$146K +$129K +1,018 +760%
FMTCOCP
896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
EWM
897
Endurance Wealth Management
Rhode Island
$130K – – –
APWM
898
Atlas Private Wealth Management
New York
$130K – – –
WEC
899
Winslow Evans & Crocker
Massachusetts
$128K +$126K +1,000 +8,333%
TL
900
TrueWealth LLC
Georgia
$125K -$25.9K -205 -17%
34 35
36
37 38