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Chubb
CB

Overview Fund Activity

1,390 hedge funds and large institutions have $80B invested in Chubb in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 523 increasing their positions, 485 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,390
Holders Change
+76
Holders Change %
+5.78%
% of All Funds
22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.44%
New
167
Increased
523
Reduced
485
Closed
77
Calls
$196M
Puts
$139M
Net Calls
+$56.7M
Net Calls Change
+$82.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$510M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$450M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$336M
4
UBS AM
UBS AM
Illinois
+$219M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$240M
3
American Century Companies
American Century Companies
Missouri
-$219M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$194M
5
Capital International Investors
Capital International Investors
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHC
876
Bowen Hanes & Co
Florida
$537K – – –
CCG
877
Cypress Capital Group
Florida
$537K +$31.2K +146 +6%
MMPW
878
Mitchell McLeod Pugh & Williams
Alabama
$535K +$15.4K +72 +3%
NEGWA
879
New England Guild Wealth Advisors
Connecticut
$533K – – –
CWM
880
Congress Wealth Management
Massachusetts
$532K +$5.77K +27 +1%
PCP
881
Proficio Capital Partners
Massachusetts
$530K +$98K +458 +23%
LCM
882
LRT Capital Management
Texas
$528K +$528K +2,468 New
DGI
883
Disciplined Growth Investors
Minnesota
$527K -$104K -486 -16%
PFBT
884
Parkside Financial Bank & Trust
Missouri
$524K +$25.2K +118 +5%
FMB
885
Field & Main Bank
Kentucky
$520K +$123K +575 +31%
IBOK
886
Independence Bank of Kentucky
Kentucky
$520K +$164K +765 +46%
TC
887
TownSquare Capital
Utah
$517K -$692K -3,237 -57%
EHC
888
Everett Harris & Co
California
$517K – – –
VBCG
889
Valley Brook Capital Group
Pennsylvania
$515K – – –
EWA
890
Encompass Wealth Advisors
Oregon
$515K – – –
IWA
891
Intercontinental Wealth Advisors
Texas
$513K -$856 -4 -0.2%
FCH
892
Freestone Capital Holdings
Washington
$509K +$262K +1,223 +106%
FCCM
893
First City Capital Management
Georgia
$508K -$5.35K -25 -1%
VC
894
Vicus Capital
Pennsylvania
$506K -$25.9K -121 -5%
CWA
895
Clearview Wealth Advisors
Oregon
$503K +$40.2K +188 +9%
DP
896
Dearborn Partners
Illinois
$501K -$298K -1,393 -37%
VWM
897
Venturi Wealth Management
Texas
$495K +$495K +2,314 New
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$493K -$1.07K -5 -0.2%
HPC
899
HM Payson & Co
Maine
$492K -$9.21K -43 -2%
CCMD
900
Cypress Capital Management (Delaware)
Delaware
$492K – – –
34 35
36
37 38