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Chubb
CB

Overview Fund Activity

1,092 hedge funds and large institutions have $44.6B invested in Chubb in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 377 increasing their positions, 477 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-110
Holders Change %
-9.15%
% of All Funds
24.12%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
88
Increased
377
Reduced
477
Closed
184
Calls
$150M
Puts
$80.4M
Net Calls
+$69.3M
Net Calls Change
+$44.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$442M
2
Citadel Advisors
Citadel Advisors
Florida
+$148M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
NI
Nuance Investments
Missouri
+$103M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$103M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$445M
2
Bank of America
Bank of America
North Carolina
-$174M
3
Franklin Resources
Franklin Resources
California
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
5
Morgan Stanley
Morgan Stanley
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1026
Atwood & Palmer
Missouri
$15K – – –
WCG
1027
Weaver Consulting Group
California
$14K -$5.67K -51 -29%
FA
1028
Fortis Advisors
Pennsylvania
$14K +$14K +126 New
CYG
1029
Clean Yield Group
Vermont
$13K -$35.8K -328 -73%
AW
1030
Avion Wealth
Texas
$13K +$13K +117 New
OSAM
1031
O'Shaughnessy Asset Management
Connecticut
$12K -$28.2K -249 -70%
AWM
1032
AllSquare Wealth Management
New York
$12K – – –
VIMU
1033
Veritas Investment Management (UK)
United Kingdom
$12K – – –
AIM
1034
Anchor Investment Management
South Carolina
$12K +$1.9K +17 +19%
RBC
1035
Roble Belko & Company
Pennsylvania
$11K – – –
LWANC
1036
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
FP
1037
Financial Perspectives
Minnesota
$10.5K – – –
TFO
1038
Tarbox Family Office
California
$10K -$1.81K -17 -15%
GI
1039
Gradient Investments
Minnesota
$10K +$638 +6 +7%
DWM
1040
Darwin Wealth Management
Florida
$10K +$10K +94 New
FBT
1041
First Bank & Trust
South Dakota
$9K -$31.5K -280 -78%
RFM
1042
Royal Fund Management
Florida
$9K – – –
VCM
1043
Versant Capital Management
Arizona
$8K -$1.39K -13 -15%
LS
1044
Leelyn Smith
Illinois
$7K -$13.5K -125 -66%
SGAM
1045
Smith Group Asset Management
Texas
$7K – – –
SIS
1046
Sound Income Strategies
Florida
$7K +$7K +60 New
LWA
1047
Lenox Wealth Advisors
New York
$6K -$333 -3 -5%
SIA
1048
SeaBridge Investment Advisors
New Jersey
$6K – – –
TJHA
1049
Thomas J. Herzfeld Advisors
Florida
$6K – – –
IBOK
1050
Independence Bank of Kentucky
Kentucky
$6K +$6K +50 New
40 41
42
43 44