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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
801
Nichols & Pratt Advisers
Massachusetts
$894K – – –
PCM
802
Parsons Capital Management
Rhode Island
$892K -$5.39K -28 -0.6%
WGCA
803
Wolf Group Capital Advisors
Virginia
$890K -$751 -4 -0.1%
MWA
804
Meridian Wealth Advisors
Texas
$885K -$117K -607 -12%
WB
805
Webster Bank
Connecticut
$880K – – –
BI
806
Ballast Inc
Kentucky
$878K +$130K +675 +17%
SEC
807
Seven Eight Capital
New York
$874K -$360K -1,869 -29%
LA
808
Lakeside Advisors
Washington
$872K – – –
SPC
809
Sigma Planning Corp
Michigan
$870K -$39.3K -204 -4%
OWP
810
Obermeyer Wealth Partners
Colorado
$862K – – –
VF
811
Virtu Financial
New York
$857K +$857K +4,451 New
Fisher Asset Management
812
Fisher Asset Management
Washington
$856K +$47.6K +247 +6%
SCM
813
Silvant Capital Management
Georgia
$854K -$967 -5 -0.1%
GVAG
814
Great Valley Advisor Group
Delaware
$853K -$12.9K -67 -1%
AWM
815
Avior Wealth Management
Nebraska
$852K +$154K +800 +22%
MCM
816
Mainstay Capital Management
Michigan
$849K -$11.6K -60 -1%
JCM
817
Jacobi Capital Management
Pennsylvania
$849K +$17.7K +92 +2%
ADL
818
Asset Dedication LLC
California
$845K +$81K +420 +11%
MFG
819
Merit Financial Group
Georgia
$832K +$832K +4,318 New
RWB
820
RMR Wealth Builders
New Jersey
$830K – – –
ACL
821
Applied Capital LLC
Florida
$823K – – –
S
822
SignatureFD
Georgia
$821K -$79.5K -413 -9%
CFA
823
CWS Financial Advisors
Michigan
$820K -$3.85K -20 -0.5%
TCA
824
Transcend Capital Advisors
New Jersey
$818K -$81.8K -425 -9%
GCP
825
GSA Capital Partners
United Kingdom
$816K +$482K +2,501 +144%
31 32
33
34 35