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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 %
AIP
901
Almanack Investment Partners
Pennsylvania
$286K +$42.5K +268 +17%
LSAG
902
Lake Street Advisors Group
New Hampshire
$285K -$12.9K -82 -4%
CT
903
Cambridge Trust
Massachusetts
$284K +$284K +1,795 New
YWP
904
YorkBridge Wealth Partners
New York
$283K +$54.1K +343 +24%
EGA
905
E&G Advisors
Texas
$282K -$42.3K -268 -13%
RG
906
Renaissance Group
Kentucky
$282K – – –
FG
907
Fiduciary Group
Georgia
$281K -$17K -99 -6%
AWM
908
Apollon Wealth Management
South Carolina
$280K +$280K +1,774 New
BL
909
Balentine LLC
Georgia
$278K -$6.32K -40 -2%
CC
910
Courier Capital
New York
$278K – – –
IIC
911
Ironwood Investment Counsel
Arizona
$276K -$112K -710 -29%
MRCM
912
M&R Capital Management
New Jersey
$276K -$82.8K -525 -23%
FFN
913
Focus Financial Network
Minnesota
$271K +$271K +1,708 New
TCA
914
Transcend Capital Advisors
New Jersey
$271K -$10.7K -68 -4%
CFFP
915
Center for Financial Planning
Michigan
$271K +$122K +771 +81%
MMG
916
Monetary Management Group
Missouri
$269K – – –
MWM
917
Meridian Wealth Management
Kentucky
$269K +$16.9K +107 +7%
HFP
918
Holistic Financial Partners
Indiana
$268K -$25.9K -164 -9%
SS
919
Simplicity Solutions
Minnesota
$266K -$2.87M -18,132 -92%
BCM
920
BTR Capital Management
California
$265K – – –
BBA
921
BLB&B Advisors
Pennsylvania
$264K -$789 -5 -0.3%
RWM
922
Ritholtz Wealth Management
New York
$263K +$48.2K +305 +22%
WAM
923
Wolverine Asset Management
Illinois
$263K +$263K +1,668 New
PMG
924
ProVise Management Group
Florida
$262K – – –
PFWA
925
Paces Ferry Wealth Advisors
Georgia
$262K +$8.05K +51 +3%
35 36
37
38 39