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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
926
Bull Street Advisors
Georgia
$570K -$7.7K -40 -1%
SIM
927
Sentry Investment Management
Wisconsin
$568K – – –
CT
928
Cambridge Trust
Massachusetts
$566K – – –
HL
929
HeadInvest LLC
Maine
$563K -$21.2K -105 -4%
ARG
930
Advisory Resource Group
Oklahoma
$561K +$32.7K +170 +6%
JWCA
931
J.W. Cole Advisors
Florida
$560K +$59.7K +310 +12%
EF
932
Empowered Funds
Pennsylvania
$559K +$225K +1,166 +67%
EST
933
EA Series Trust
Pennsylvania
$559K +$559K +2,902 New
BSW
934
Buckingham Strategic Wealth
Missouri
$555K +$15.6K +81 +3%
Wealth Enhancement Advisory Services
935
Wealth Enhancement Advisory Services
Minnesota
$555K -$6.61M -34,310 -92%
SCM
936
Shelton Capital Management
Colorado
$555K – – –
HCM
937
Highlander Capital Management
New Jersey
$554K +$554K +2,875 New
HJIM
938
Henry James International Management
New York
$552K – – –
IAM
939
Innovis Asset Management
Illinois
$547K -$5.58K -29 -1%
BFM
940
Boothbay Fund Management
New York
$546K +$546K +2,836 New
EAM
941
Empirical Asset Management
Massachusetts
$545K +$545K +2,831 New
HFM
942
Hartford Funds Management
Pennsylvania
$544K -$105K -543 -16%
TA
943
TKG Advisors
Indiana
$543K +$543K +2,820 New
FAB
944
First American Bank
Illinois
$542K – – –
WP
945
WMS Partners
Maryland
$539K – – –
FIM
946
Freedom Investment Management
Connecticut
$537K -$15K -78 -3%
HPC
947
HM Payson & Co
Maine
$536K +$111K +579 +26%
MIM
948
Merrion Investment Management
New Jersey
$534K – – –
BFM
949
Boston Financial Management
Massachusetts
$533K +$4.62K +24 +0.9%
SIA
950
SkyView Investment Advisors
New Jersey
$528K -$572K -2,972 -52%
36 37
38
39 40