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Chubb
CB

Overview Fund Activity

1,202 hedge funds and large institutions have $62.8B invested in Chubb in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 444 increasing their positions, 414 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+71
Holders Change %
+6.28%
% of All Funds
23.74%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.43%
New
150
Increased
444
Reduced
414
Closed
60
Calls
$116M
Puts
$91.4M
Net Calls
+$25.1M
Net Calls Change
+$42.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$459M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$211M
3
Norges Bank
Norges Bank
Norway
+$142M
4
Truist Financial
Truist Financial
North Carolina
+$122M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$110M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$424M
3
Bank of America
Bank of America
North Carolina
-$358M
4
Capital World Investors
Capital World Investors
California
-$345M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1001
Personal Capital Advisors
California
$205K +$205K +1,319 New
EH
1002
Equitable Holdings
New York
$204K +$204K +1,312 New
WGA
1003
Weather Gauge Advisory
Virginia
$202K – – –
BG
1004
Bollard Group
Massachusetts
$201K – – –
SIAS
1005
Shine Investment Advisory Services
Colorado
$197K – – –
PCG
1006
Private Capital Group
Connecticut
$195K -$47.5K -305 -20%
ACM
1007
AUA Capital Management
Pennsylvania
$195K – – –
TL
1008
TrueWealth LLC
Georgia
$190K +$8.73K +56 +5%
NSB
1009
Norway Savings Bank
Maine
$187K – – –
APW
1010
Acima Private Wealth
Virginia
$182K – – –
FMTCOCP
1011
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K – – –
OPS
1012
Orion Portfolio Solutions
Nebraska
$174K +$174K +1,116 New
DSC
1013
Duncker Streett & Co
Missouri
$173K +$173K +1,113 New
EWM
1014
Endurance Wealth Management
Rhode Island
$171K +$11.5K +74 +7%
KPW
1015
Kore Private Wealth
New York
$170K +$170K +1,090 New
FQ
1016
First Quadrant
California
$165K – – –
EW
1017
Evoke Wealth
California
$165K +$6.88K +44 +4%
BAM
1018
Belpointe Asset Management
Nevada
$161K -$17.4K -112 -10%
APWM
1019
Atlas Private Wealth Management
New York
$160K +$160K +1,025 New
EP
1020
Eudaimonia Partners
Tennessee
$159K +$159K +1,025 New
NP
1021
NorthRock Partners
Minnesota
$158K +$158K +1,015 New
SSB
1022
Sandy Spring Bank
Maryland
$156K -$12.2K -78 -7%
LC
1023
Lindbrook Capital
California
$153K +$6.56K +42 +4%
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$150K – – –
NIM
1025
NuWave Investment Management
New Jersey
$145K +$76.6K +492 +112%
39 40
41
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