CB icon

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 %
CFA
1051
Carroll Financial Associates
North Carolina
$101K +$2.32K +15 +2%
BFC
1052
Bedel Financial Consulting
Indiana
$99K – – –
MSFP
1053
Mark Sheptoff Financial Planning
Connecticut
$97K – – –
HIA
1054
Harbor Investment Advisory
Maryland
$95K +$95K +609 New
CHC
1055
City Holding Co
West Virginia
$93K – – –
FFC
1056
First Financial Corp
Indiana
$92K -$31.1K -200 -25%
TWA
1057
TCI Wealth Advisors
Arizona
$85K +$2.35K +15 +3%
ONST
1058
Old North State Trust
North Carolina
$81K -$7.48K -48 -8%
SIC
1059
Salem Investment Counselors
North Carolina
$79K +$65.1K +417 +469%
PP
1060
Pacifica Partners
Canada
$78K +$78K +500 New
EWP
1061
Engrave Wealth Partners
Texas
$78K +$78K +505 New
SMFS
1062
Squar Milner Financial Services
California
$77K +$77K +498 New
CAL
1063
Capital Advisors Ltd
Ohio
$76K – – –
AFS
1064
Aft Forsyth & Sober
Florida
$76K +$76K +490 New
SC
1065
Sawyer & Company
Massachusetts
$75K – – –
KPCM
1066
Kings Point Capital Management
New York
$73K – – –
BWP
1067
Baldwin Wealth Partners
Massachusetts
$72K -$3.41K -22 -5%
HCA
1068
Horan Capital Advisors
Ohio
$72K – – –
JWA
1069
JFS Wealth Advisors
Pennsylvania
$71K – – –
AWA
1070
Artemis Wealth Advisors
New York
$70K +$70K +450 New
Parallax Volatility Advisers
1071
Parallax Volatility Advisers
California
$70K -$1.86M -11,986 -96%
CYG
1072
Clean Yield Group
Vermont
$70K +$1.41K +9 +2%
SWA
1073
Sutton Wealth Advisors
Florida
$64.4K -$40.2K -258 -38%
CB
1074
CNB Bank
Pennsylvania
$64K – – –
SCA
1075
Stonebridge Capital Advisors
Minnesota
$63K +$3.89K +25 +7%
41 42
43
44 45