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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 %
WA
951
Winfield Associates
Ohio
$25K +$7.18K +54 +40%
RBC
952
Roble Belko & Company
Pennsylvania
$25K +$25K +192 New
OSNBOA
953
Old Second National Bank of Aurora
Illinois
$24K – – –
WEC
954
Winslow Evans & Crocker
Massachusetts
$23.4K +$526 +4 +2%
NC
955
NewSquare Capital
Pennsylvania
$23K – – –
ADL
956
Asset Dedication LLC
California
$23K – – –
AWMS
957
Advocacy Wealth Management Services
Georgia
$22K -$1.89K -14 -8%
HWM
958
Holloway Wealth Management
Florida
$20K – – –
TC
959
Trust Company
Kansas
$18K – – –
HCC
960
Hirtle Callaghan & Co
Pennsylvania
$18K +$18K +136 New
LWA
961
Lenox Wealth Advisors
New York
$16K -$4.52K -35 -22%
BWA
962
Burt Wealth Advisors
Maryland
$16K – – –
KT
963
Kanaly Trust
Texas
$15K +$664 +5 +5%
HR
964
Howe & Rusling
New York
$15K +$3.92K +29 +35%
VIMU
965
Veritas Investment Management (UK)
United Kingdom
$14K – – –
AIM
966
Anchor Investment Management
South Carolina
$13.5K – – –
CFA
967
Camarda Financial Advisors
Florida
$13K +$13K +100 New
LF
968
Lee Financial
Texas
$13K +$13K +111 New
AIS
969
Accurate Investment Solutions
Pennsylvania
$12K +$128 +1 +1%
MWM
970
MinichMacGregor Wealth Management
New York
$12K +$2.1K +17 +21%
DIA
971
Davidson Investment Advisors
Montana
$11K -$2.75K -22 -20%
TFO
972
Tarbox Family Office
California
$11K – – –
AWM
973
Avior Wealth Management
Nebraska
$10K +$10K +77 New
EF
974
Empirical Finance
Pennsylvania
$9K +$9K +65 New
MBT
975
Monroe Bank & Trust
Michigan
$9K +$9K +66 New
37 38
39
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