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Chubb
CB

Overview Fund Activity

1,104 hedge funds and large institutions have $58.5B invested in Chubb in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 440 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
23.93%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
106
Increased
382
Reduced
440
Closed
69
Calls
$114M
Puts
$60M
Net Calls
+$54.1M
Net Calls Change
+$15.3M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$986M
2
Bank of America
Bank of America
North Carolina
+$514M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$216M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$151M
5
ProShare Advisors
ProShare Advisors
Maryland
+$76.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$185M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$149M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
5
Capital World Investors
Capital World Investors
California
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPSG
776
Princeton Portfolio Strategies Group
New Jersey
$369K -$276K -1,967 -43%
TFS
777
Thoroughbred Financial Services
Tennessee
$367K -$24K -171 -6%
VFA
778
Valeo Financial Advisors
Indiana
$367K +$31.8K +227 +9%
RE
779
RBC Europe
United Kingdom
$366K – – –
CFG
780
Citizens Financial Group
Rhode Island
$366K -$93.6K -667 -20%
STMM
781
South Texas Money Management
Texas
$365K -$55.5K -396 -13%
SXL
782
Summit X LLC
Missouri
$365K +$14.7K +105 +4%
BCM
783
Becker Capital Management
Oregon
$364K +$3.23K +23 +0.9%
PCM
784
Pointe Capital Management
Michigan
$363K – – –
DP
785
Dearborn Partners
Illinois
$362K -$41.1K -294 -10%
HSA
786
HBK Sorce Advisory
Pennsylvania
$361K – – –
LOAMS
787
Lombard Odier Asset Management (Switzerland)
Switzerland
$361K +$361K +2,577 New
KCPG
788
Kavar Capital Partners Group
Kansas
$356K – – –
BAM
789
Bruderman Asset Management
New York
$354K – – –
BWM
790
BerganKDV Wealth Management
Minnesota
$349K +$27.6K +197 +9%
ACM
791
Allred Capital Management
Texas
$349K +$349K +2,496 New
WOC
792
West Oak Capital
California
$348K -$3.5K -25 -1%
TA
793
TCG Advisors
Texas
$343K +$343K +2,451 New
CAM
794
Carret Asset Management
New York
$341K -$177K -1,266 -34%
PIA
795
Pinion Investment Advisors
Kansas
$341K +$16.8K +120 +5%
BMCM
796
Bryn Mawr Capital Management
Pennsylvania
$340K -$16.9K -121 -5%
CCMD
797
Cypress Capital Management (Delaware)
Delaware
$339K – – –
WWM
798
Windsor Wealth Management
Indiana
$339K +$122K +874 +56%
SW
799
SlateStone Wealth
Florida
$337K +$337K +2,405 New
VWM
800
Venturi Wealth Management
Texas
$330K -$28K -198 -8%
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