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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 %
WWM
826
Windsor Wealth Management
Indiana
$400K +$60.7K +390 +18%
WAM
827
Wealthspire Advisors (Maryland)
Maryland
$395K -$177K -1,140 -31%
AWM
828
Affinity Wealth Management
Delaware
$393K +$1.87K +12 +0.5%
CAM
829
Carret Asset Management
New York
$391K – – –
BWM
830
BerganKDV Wealth Management
Minnesota
$386K -$933 -6 -0.2%
TI
831
tru Independence
Oregon
$385K +$385K +3,451 New
CIA
832
Capital Investment Advisors
Georgia
$384K +$6.84K +44 +2%
MMG
833
Monetary Management Group
Missouri
$382K +$16.3K +105 +4%
CWM
834
Calamos Wealth Management
Illinois
$381K -$14.3K -92 -4%
SL
835
Stevard LLC
Illinois
$381K +$381K +2,447 New
CCMD
836
Cypress Capital Management (Delaware)
Delaware
$377K – – –
HAM
837
Highstreet Asset Management
Ontario, Canada
$376K +$376K +2,414 New
Teacher Retirement System of Texas
838
Teacher Retirement System of Texas
Texas
$374K -$619K -3,975 -62%
BHWM
839
Bar Harbor Wealth Management
New Hampshire
$373K – – –
AP
840
Americana Partners
Texas
$365K +$365K +2,340 New
CCMG
841
Clark Capital Management Group
Pennsylvania
$363K -$207K -1,328 -36%
PMG
842
ProVise Management Group
Florida
$363K +$1.87K +12 +0.5%
VFA
843
Valeo Financial Advisors
Indiana
$362K -$11.1K -71 -3%
VWM
844
Venturi Wealth Management
Texas
$362K -$8.1K -52 -2%
CT
845
Columbia Trust
Oregon
$359K +$359K +2,310 New
TIA
846
Traphagen Investment Advisors
New Jersey
$359K +$77.8K +500 +28%
BCP
847
Berkeley Capital Partners
Georgia
$357K +$14.8K +95 +4%
TC
848
TownSquare Capital
Utah
$356K -$29.8K -191 -8%
BI
849
Ballast Inc
Kentucky
$356K +$10.6K +68 +3%
P
850
Pitcairn
Pennsylvania
$355K -$4.35K -28 -1%
32 33
34
35 36