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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 %
HI
1051
Hudock Inc
Pennsylvania
$3K +$3K +31 New
SIS
1052
Sound Income Strategies
Florida
$2K -$5.06K -43 -72%
JIR
1053
James Investment Research
Ohio
$2K – – –
PFGIA
1054
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
TFA
1055
Toth Financial Advisory
Virginia
$2K +$2K +15 New
UFF
1056
USA Financial Formulas
Michigan
$2K +$2K +15 New
FMP
1057
Financial Management Professionals
Texas
$2K +$2K +16 New
NC
1058
NewSquare Capital
Pennsylvania
$2K +$2K +18 New
ETC
1059
Exchange Traded Concepts
Oklahoma
$1K -$571 -4 -36%
LFG
1060
LifePlan Financial Group
Ohio
$1K – – –
TFGT
1061
TS Financial Group (TSFG)
Illinois
$1K – – –
HR
1062
Howe & Rusling
New York
$1K +$1K +9 New
TC
1063
Truvestments Capital
Florida
$1K +$1K +12 New
TI
1064
tru Independence
Oregon
$438 – – –
WCM Investment Management
1065
WCM Investment Management
California
– -$955M -8,554,031 Closed
IC
1066
Inverness Counsel
New York
– -$27.9M -250,051 Closed
MAM
1067
Madison Asset Management
Wisconsin
– -$15.6M -139,959 Closed
Arrowstreet Capital
1068
Arrowstreet Capital
Massachusetts
– -$15.1M -135,637 Closed
Voloridge Investment Management
1069
Voloridge Investment Management
Florida
– -$10.9M -97,413 Closed
PCM
1070
Prana Capital Management
Connecticut
– -$8.87M -79,416 Closed
ET
1071
Equitable Trust
Tennessee
– -$4.54M -40,621 Closed
TF
1072
TIAA FSB
Florida
– -$4.33M -38,801 Closed
FPTW
1073
Franklin, Parlapiano, Turner & Welch
Texas
– -$4.32M -38,651 Closed
KOCAA
1074
Knights of Columbus Asset Advisors
Connecticut
– -$4.23M -37,900 Closed
MUAMU
1075
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$3.35M -30,000 Closed
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