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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 %
PWMG
1001
Prestige Wealth Management Group
New Jersey
$190K +$15.5K +98 +9%
ST
1002
Smithfield Trust
Pennsylvania
$189K – – –
HI
1003
Harbour Investments
Wisconsin
$186K +$186K +1,175 New
EW
1004
Evoke Wealth
California
$180K +$108K +682 +151%
IBOK
1005
Independence Bank of Kentucky
Kentucky
$178K +$43.5K +275 +32%
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$171K +$171K +1,082 New
CAM
1007
CenterStar Asset Management
Illinois
$170K – – –
FMTCOCP
1008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K – – –
DSC
1009
Duncker Streett & Co
Missouri
$163K +$11K +70 +7%
ZB
1010
Zions Bancorporation
Utah
$161K +$126K +794 +356%
PCM
1011
Penserra Capital Management
California
$156K +$24.8K +158 +19%
HIA
1012
Harbor Investment Advisory
Maryland
$155K – – –
HDIM
1013
Hanson & Doremus Investment Management
Vermont
$153K – – –
HWMA
1014
Heritage Wealth Management (Arizona)
Arizona
$148K +$148K +940 New
HCP
1015
Hexagon Capital Partners
Arkansas
$143K -$81.9K -519 -36%
ME
1016
McIlrath & Eck
Washington
$139K – – –
CI
1017
CX Institutional
Indiana
$139K +$10.2K +65 +8%
VFA
1018
Valeo Financial Advisors
Indiana
$133K +$29.5K +187 +28%
GSAM
1019
Grant Street Asset Management
Pennsylvania
$132K +$59.4K +375 +82%
FHA
1020
First Horizon Advisors
Tennessee
$129K -$2.2K -14 -2%
SFO
1021
Standard Family Office
South Dakota
$129K – – –
EIM
1022
Essex Investment Management
Massachusetts
$126K +$2.37K +15 +2%
RCA
1023
Ranch Capital Advisors
Florida
$125K – – –
MCM
1024
Manchester Capital Management
Vermont
$124K – – –
AIM
1025
Axiom Investment Management
New York
$123K +$123K +760 New
39 40
41
42 43