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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 %
CAM
876
Carret Asset Management
New York
$318K – – –
4WM
877
44 Wealth Management
Oregon
$317K +$317K +2,007 New
PI
878
Putnam Investments
Massachusetts
$316K -$81.1K -514 -20%
VFIC
879
Valley Forge Investment Consultants
Pennsylvania
$316K – – –
FNBT
880
FineMark National Bank & Trust
Florida
$315K -$4.74K -30 -1%
PA
881
Parallel Advisors
California
$312K +$34.2K +216 +12%
HCP
882
Holt Capital Partners
Texas
$311K -$11.8K -75 -4%
ACM
883
Allred Capital Management
Texas
$310K -$12.5K -79 -4%
FNB
884
Farmers National Bank
Kentucky
$310K -$4.9K -31 -2%
WA
885
Wambolt & Associates
Colorado
$309K – – –
SC
886
Savant Capital
Illinois
$305K -$18K -114 -6%
WJWM
887
Williams Jones Wealth Management
New York
$303K +$1.11K +7 +0.4%
HW
888
Hancock Whitney
Mississippi
$302K -$381K -2,408 -56%
GC
889
Grimes & Company
Massachusetts
$302K +$302K +1,911 New
Nomura Holdings
890
Nomura Holdings
Japan
$301K -$3.7M -23,421 -92%
KFP
891
KB Financial Partners
New Jersey
$299K +$299K +1,894 New
PAMP
892
Polar Asset Management Partners
Ontario, Canada
$297K +$297K +1,879 New
AT
893
Arden Trust
Delaware
$296K – – –
WWM
894
Western Wealth Management
Colorado
$293K -$6.79K -43 -2%
Financial Engines Advisors
895
Financial Engines Advisors
California
$293K +$12.6K +80 +5%
IP
896
Investment Partners
Ohio
$292K +$1.26K +8 +0.4%
SFG
897
Summit Financial Group
West Virginia
$290K – – –
CWA
898
Clearview Wealth Advisors
Oregon
$289K -$1.42K -9 -0.5%
SCM
899
Stonebridge Capital Management
California
$288K – – –
SWM
900
SeaCrest Wealth Management
New York
$287K -$111K -705 -28%
34 35
36
37 38