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Chubb
CB

Overview Fund Activity

1,104 hedge funds and large institutions have $58.5B invested in Chubb in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 440 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
23.93%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
106
Increased
382
Reduced
440
Closed
69
Calls
$114M
Puts
$60M
Net Calls
+$54.1M
Net Calls Change
+$15.3M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$986M
2
Bank of America
Bank of America
North Carolina
+$514M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$216M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$151M
5
ProShare Advisors
ProShare Advisors
Maryland
+$76.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$185M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$149M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
5
Capital World Investors
Capital World Investors
California
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
901
FCG Advisors
New Jersey
$209K +$209K +1,492 New
MCM
902
Murphy Capital Management
New Jersey
$209K +$209K +1,497 New
LC
903
LCNB Corp
Ohio
$208K -$13.6K -97 -6%
Lazard Asset Management
904
Lazard Asset Management
New York
$208K – – –
MHS
905
M Holdings Securities
Oregon
$205K +$205K +1,465 New
LWM
906
Lenox Wealth Management
Ohio
$204K +$9.68K +69 +5%
SGAM
907
Steinberg Global Asset Management
Florida
$204K +$204K +1,459 New
TPWA
908
TRUE Private Wealth Advisors
Oregon
$202K -$21.8K -156 -10%
SIAS
909
Shine Investment Advisory Services
Colorado
$201K – – –
CWM
910
Cornerstone Wealth Management
Missouri
$201K +$201K +272 New
AWM
911
Altium Wealth Management
New York
$201K +$201K +1,433 New
1832 Asset Management
912
1832 Asset Management
Ontario, Canada
$201K +$201K +1,753 New
OFW
913
Omnia Family Wealth
Florida
$196K +$1.55K +11 +0.8%
ESB
914
Essex Savings Bank
Connecticut
$190K -$281 -2 -0.1%
GLI
915
Guardian Life Insurance
New York
$184K – – –
IFAM
916
Institutional & Family Asset Management
Colorado
$184K – – –
BG
917
Bollard Group
Massachusetts
$181K – – –
FCB
918
First Command Bank
Texas
$180K -$4.21K -30 -2%
FCFS
919
First Command Financial Services
Texas
$180K -$4.21K -30 -2%
ACM
920
AUA Capital Management
Pennsylvania
$175K – – –
BAM
921
Belpointe Asset Management
Nevada
$175K +$21.7K +155 +14%
TL
922
TrueWealth LLC
Georgia
$173K – – –
MFW
923
Mosaic Family Wealth
Missouri
$172K – – –
PMFA
924
Plante Moran Financial Advisors
Michigan
$172K +$46.5K +332 +37%
NSB
925
Norway Savings Bank
Maine
$169K – – –
35 36
37
38 39