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Chubb
CB

Overview Fund Activity

1,131 hedge funds and large institutions have $66.4B invested in Chubb in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 439 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+12
Holders Change %
+1.07%
% of All Funds
24.84%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.68%
New
93
Increased
401
Reduced
439
Closed
72
Calls
$132M
Puts
$150M
Net Calls
-$17.8M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$427M
2
WCM Investment Management
WCM Investment Management
California
+$252M
3
BlackRock
BlackRock
New York
+$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$121M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$534M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$210M
3
Franklin Resources
Franklin Resources
California
-$189M
4
Morgan Stanley
Morgan Stanley
New York
-$158M
5
USAA
United Services Automobile Association
Texas
-$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
801
Summit X LLC
Missouri
$419K +$4.78K +30 +1%
PCM
802
Pointe Capital Management
Michigan
$418K – – –
SYBT
803
Stock Yards Bank & Trust
Kentucky
$416K -$38.8K -240 -9%
MSS
804
Mitchell Sinkler & Starr
Pennsylvania
$411K -$14.5K -90 -3%
CWM
805
Calamos Wealth Management
Illinois
$410K +$10K +62 +3%
TA
806
TCG Advisors
Texas
$407K +$11.1K +69 +3%
CAM
807
Carret Asset Management
New York
$406K +$22.4K +139 +6%
AWM
808
Affinity Wealth Management
Delaware
$405K -$35.8K -222 -8%
SWM
809
SeaCrest Wealth Management
New York
$402K -$34.4K -213 -8%
BWM
810
BerganKDV Wealth Management
Minnesota
$402K +$2.59K +16 +0.6%
WOC
811
West Oak Capital
California
$401K – – –
WPSG
812
Wealth & Pension Services Group
Georgia
$400K +$27.9K +173 +8%
ACM
813
Alta Capital Management
Utah
$393K – – –
RA
814
RFG Advisory
Alabama
$393K +$53.6K +332 +16%
CIA
815
Capital Investment Advisors
Georgia
$391K – – –
CCMD
816
Cypress Capital Management (Delaware)
Delaware
$391K – – –
VFA
817
Valeo Financial Advisors
Indiana
$387K +$10.8K +67 +3%
BHWM
818
Bar Harbor Wealth Management
New Hampshire
$387K +$14K +87 +4%
VWM
819
Venturi Wealth Management
Texas
$384K -$5.33K -33 -1%
MMG
820
Monetary Management Group
Missouri
$379K +$12.1K +75 +3%
TC
821
TownSquare Capital
Utah
$378K -$38K -249 -9%
P
822
Pitcairn
Pennsylvania
$374K -$107K -662 -22%
PMG
823
ProVise Management Group
Florida
$374K +$374K +2,318 New
LSAG
824
Lake Street Advisors Group
New Hampshire
$372K -$17.2K -123 -4%
PCA
825
Peddock Capital Advisors
Massachusetts
$367K – – –
31 32
33
34 35