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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 %
SXL
1126
Summit X LLC
Missouri
– -$351K -3,155 Closed
PWPS
1127
Pinnacle Wealth Planning Services
Ohio
– -$349K -3,133 Closed
ATPW
1128
Ashton Thomas Private Wealth
Arizona
– -$340K -3,045 Closed
JCM
1129
JS Capital Management
New York
– -$324K -2,900 Closed
BFO
1130
Boston Family Office
Massachusetts
– -$324K -2,897 Closed
COF
1131
Capital One Financial
Virginia
– -$301K -2,692 Closed
AWM
1132
Adams Wealth Management
Utah
– -$299K -2,673 Closed
MSS
1133
Mitchell Sinkler & Starr
Pennsylvania
– -$298K -2,670 Closed
BS
1134
Banco Santander
Spain
– -$283K -2,538 Closed
PIA
1135
Pinion Investment Advisors
Kansas
– -$282K -2,526 Closed
HSA
1136
HBK Sorce Advisory
Pennsylvania
– -$268K -2,403 Closed
BOPW
1137
Brandywine Oak Private Wealth
Pennsylvania
– -$263K -2,359 Closed
HS
1138
Haafor (Singapore)
Singapore
– -$263K -2,352 Closed
CIAS
1139
Capital Investment Advisory Services
North Carolina
– -$257K -2,300 Closed
CT
1140
Cambridge Trust
Massachusetts
– -$252K -2,259 Closed
TFS
1141
Thoroughbred Financial Services
Tennessee
– -$252K -2,258 Closed
WP
1142
WealthSource Partners
California
– -$243K -2,174 Closed
PAIM
1143
Punch & Associates Investment Management
Minnesota
– -$238K -2,127 Closed
WAM
1144
Wealthspire Advisors (Maryland)
Maryland
– -$233K -2,085 Closed
LSPW
1145
Lake Street Private Wealth
Illinois
– -$222K -1,984 Closed
EMG
1146
ETF Managers Group
New Jersey
– -$225K -1,971 Closed
CL
1147
CPWM LLC
Washington
– -$219K -1,960 Closed
OEP
1148
Ocean Endowment Partners
Illinois
– -$218K -1,950 Closed
WP
1149
WealthShield Partners
North Carolina
– -$216K -1,934 Closed
TAM
1150
Trillium Asset Management
Massachusetts
– -$214K -1,920 Closed
44 45
46
47 48