CB icon

Chubb
CB

Overview Fund Activity

1,119 hedge funds and large institutions have $60.6B invested in Chubb in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 404 increasing their positions, 433 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
24.34%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
87
Increased
404
Reduced
433
Closed
60
Calls
$151M
Puts
$75.3M
Net Calls
+$75.7M
Net Calls Change
+$21.7M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$712M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$192M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$95.8M
4
Norges Bank
Norges Bank
Norway
+$86.6M
5
WCM Investment Management
WCM Investment Management
California
+$72.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
Capital World Investors
Capital World Investors
California
-$255M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$245M
4
Franklin Resources
Franklin Resources
California
-$208M
5
EIP
Epoch Investment Partners
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
626
Ballentine Partners
Massachusetts
$895K +$120K +816 +16%
Fiera Capital (Canada)
627
Fiera Capital (Canada)
Quebec, Canada
$889K -$381K -2,584 -30%
S
628
SimplyRich
California
$874K +$874K +5,936 New
NAMP
629
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$868K -$14.7K -100 -2%
KC
630
Kingfisher Capital
North Carolina
$868K +$5.3K +36 +0.6%
MA
631
Montag & Associates
Georgia
$864K +$2.65K +18 +0.3%
FFWA
632
FRG Family Wealth Advisors
Washington
$849K -$136K -927 -14%
PA
633
Parallel Advisors
California
$843K +$79.7K +541 +10%
GWM
634
Geneos Wealth Management
Colorado
$843K +$271K +1,828 +47%
FAAS
635
First Allied Advisory Services
California
$833K -$47.1K -320 -5%
CWM
636
Cordatus Wealth Management
Pennsylvania
$831K +$24.8K +168 +3%
IA
637
IFG Advisory
Georgia
$828K +$82.1K +558 +11%
SFSIG
638
San Francisco Sentry Investment Group
California
$815K – – –
FPFS
639
First Personal Financial Services
North Carolina
$813K +$3.24K +22 +0.4%
WIP
640
Wellesley Investment Partners
Massachusetts
$812K -$294K -1,997 -27%
DCM
641
Dupont Capital Management
Delaware
$811K -$14.7K -100 -2%
MCM
642
McRae Capital Management
New Jersey
$809K -$14.7K -100 -2%
MWA
643
Meridian Wealth Advisors
Texas
$809K +$2.87K +19 +0.4%
SP
644
Symmetry Partners
Connecticut
$800K +$24.6K +167 +3%
CA
645
Clearstead Advisors
Ohio
$798K -$1.47K -10 -0.2%
BPM
646
Bowling Portfolio Management
Ohio
$792K -$479K -3,253 -38%
EMB
647
Elefante Mark B
$792K – – –
WJA
648
Williams Jones & Associates
New York
$785K +$89.8K +610 +13%
FTI
649
Fiduciary Trust International
Massachusetts
$784K +$784K +5,324 New
SC
650
Slow Capital
California
$778K +$5.01K +34 +0.6%
24 25
26
27 28