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Chubb
CB

Overview Fund Activity

1,197 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
+38
Holders Change %
+3.28%
% of All Funds
21.08%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
443
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
3
CCM
Cullen Capital Management
New York
+$137M
4
Deutsche Bank
Deutsche Bank
Germany
+$135M
5
Truist Financial
Truist Financial
North Carolina
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
3
Stifel Financial
Stifel Financial
Missouri
-$191M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$184M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
751
Barings
North Carolina
$555K +$38.3K +243 +7%
MPPW
752
Mitchell & Pahl Private Wealth
Oklahoma
$555K +$60.2K +381 +12%
FAB
753
First American Bank
Illinois
$549K +$24.5K +155 +5%
SWP
754
Stratos Wealth Partners
Ohio
$547K -$10.6K -67 -2%
SGI
755
Summit Global Investments
Utah
$538K +$53.6K +339 +11%
GCP
756
GSA Capital Partners
United Kingdom
$537K +$537K +3,397 New
BTWM
757
Baker Tilly Wealth Management
Wisconsin
$536K +$536K +3,393 New
ATIA
758
American Trust Investment Advisors
New Hampshire
$535K -$237K -1,500 -31%
WCM Investment Management
759
WCM Investment Management
California
$524K +$305K +1,929 +139%
PFO
760
Pathstone Family Office
New Jersey
$521K +$356K +2,246 +217%
AFM
761
Abbot Financial Management
Massachusetts
$515K +$158 +1 +0%
CCA
762
Checchi Capital Advisers
California
$513K -$27.8K -176 -5%
BUB
763
BBVA USA Bancshares
Texas
$513K +$13.3K +84 +3%
TSW
764
Thompson Siegel & Walmsley
Virginia
$511K +$27.2K +172 +6%
SCM
765
Shelton Capital Management
Colorado
$509K -$9.48K -60 -2%
AssetMark Inc
766
AssetMark Inc
California
$509K +$105K +662 +26%
Grantham, Mayo, Van Otterloo & Co (GMO)
767
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$506K +$506K +3,200 New
BP
768
Ballentine Partners
Massachusetts
$505K -$35.5K -225 -7%
OWM
769
OneAscent Wealth Management
Alabama
$505K +$30K +190 +6%
BRWM
770
B. Riley Wealth Management
Tennessee
$504K -$14.4K -91 -3%
BG
771
Bollard Group
Massachusetts
$504K – – –
RI
772
Ridgewood Investments
New Jersey
$503K -$69.4K -439 -12%
FIM
773
Freedom Investment Management
Connecticut
$501K +$501K +3,174 New
HJIM
774
Henry James International Management
New York
$492K – – –
IA
775
IFP Advisors
Florida
$490K +$111K +700 +29%
29 30
31
32 33