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Chubb
CB

Overview Fund Activity

1,202 hedge funds and large institutions have $62.8B invested in Chubb in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 444 increasing their positions, 414 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+71
Holders Change %
+6.28%
% of All Funds
23.74%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.43%
New
150
Increased
444
Reduced
414
Closed
60
Calls
$116M
Puts
$91.4M
Net Calls
+$25.1M
Net Calls Change
+$42.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$459M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$211M
3
Norges Bank
Norges Bank
Norway
+$142M
4
Truist Financial
Truist Financial
North Carolina
+$122M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$110M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$424M
3
Bank of America
Bank of America
North Carolina
-$358M
4
Capital World Investors
Capital World Investors
California
-$345M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
726
DF Dent & Co
Maryland
$630K – – –
MBT
727
Montecito Bank & Trust
California
$625K -$12.6K -81 -2%
FNBT
728
FineMark National Bank & Trust
Florida
$624K +$9.02K +58 +1%
NPA
729
Nichols & Pratt Advisers
Massachusetts
$623K +$7.79K +50 +1%
AssetMark Inc
730
AssetMark Inc
California
$622K +$338K +2,170 +119%
PTP
731
Platform Technology Partners
New York
$619K +$619K +3,978 New
BIC
732
Beach Investment Counsel
Pennsylvania
$614K – – –
HJIM
733
Henry James International Management
New York
$614K – – –
CPC
734
Congress Park Capital
New York
$596K – – –
CAN
735
Cetera Advisor Networks
California
$594K +$160K +1,034 +37%
CA
736
Cetera Advisors
Colorado
$592K +$933 +6 +0.2%
CCM
737
Compton Capital Management
Rhode Island
$588K -$7.78K -50 -1%
LNC
738
Lincoln National Corp
Pennsylvania
$588K +$87.6K +563 +18%
DI
739
DAGCO Inc
Ohio
$586K – – –
IC
740
IEQ Capital
California
$585K +$585K +3,759 New
NG
741
NatWest Group
United Kingdom
$584K +$584K +3,753 New
Dodge & Cox
742
Dodge & Cox
California
$579K – – –
SC
743
Saturna Capital
Washington
$577K +$60.7K +390 +12%
WP
744
WMS Partners
Maryland
$576K +$60.7K +390 +12%
CCA
745
Checchi Capital Advisers
California
$572K -$15.2K -98 -3%
SFS
746
Sowell Financial Services
Arkansas
$572K +$268K +1,725 +88%
6M
747
6 Meridian
Kansas
$567K +$23K +148 +4%
IWC
748
Integrated Wealth Concepts
Massachusetts
$567K +$567K +3,643 New
TCM
749
Tributary Capital Management
Nebraska
$564K -$19.4K -125 -3%
KWM
750
Kingsview Wealth Management
Oregon
$564K +$88.7K +569 +19%
28 29
30
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