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Chubb
CB

Overview Fund Activity

1,119 hedge funds and large institutions have $60.6B invested in Chubb in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 404 increasing their positions, 433 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
24.34%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
87
Increased
404
Reduced
433
Closed
60
Calls
$151M
Puts
$75.3M
Net Calls
+$75.7M
Net Calls Change
+$21.7M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$712M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$192M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$95.8M
4
Norges Bank
Norges Bank
Norway
+$86.6M
5
WCM Investment Management
WCM Investment Management
California
+$72.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
Capital World Investors
Capital World Investors
California
-$255M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$245M
4
Franklin Resources
Franklin Resources
California
-$208M
5
EIP
Epoch Investment Partners
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
1101
Litman Gregory Wealth Management
California
$4K +$4K +26 New
CT
1102
Chicago Trust
Illinois
$3.67K -$15 -103 -0.4%
MUAMU
1103
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.09K +$3.09K +21,000 New
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$3K – – –
EWM
1105
Elmwood Wealth Management
California
$3K – – –
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
APC
1107
Aspire Private Capital
North Carolina
$3K – – –
TFA
1108
Transamerica Financial Advisors
Florida
$3K +$3K +17 New
WAS
1109
Winch Advisory Services
Wisconsin
$3K +$3K +21 New
FCH
1110
Freestone Capital Holdings
Washington
$2.03K +$175 +1,188 +9%
CA
1111
Crewe Advisors
Utah
$2K -$30.8K -200 -94%
VRM
1112
Vectors Research Management
New York
$2K – – –
LF
1113
Lee Financial
Texas
$2K – – –
TFGT
1114
TS Financial Group (TSFG)
Illinois
$1K – – –
CIR
1115
Clear Investment Research
Georgia
$1K – – –
MWC
1116
MBM Wealth Consultants
Missouri
$1K +$1K +4 New
GI
1117
Gradient Investments
Minnesota
$1K +$1K +8 New
NCM
1118
Next Capital Management
New York
$1K +$1K +8 New
MWM
1119
Meridian Wealth Management
Kentucky
$279 +$279 +189 New
EIP
1120
Epoch Investment Partners
New York
– -$106M -757,836 Closed
Royal London Asset Management
1121
Royal London Asset Management
United Kingdom
– -$26.5M -189,113 Closed
Hudson Bay Capital Management
1122
Hudson Bay Capital Management
Connecticut
– -$25.9M -185,000 Closed
ST
1123
Sabal Trust
Florida
– -$15.8M -112,785 Closed
Two Sigma Investments
1124
Two Sigma Investments
New York
– -$11.6M -83,157 Closed
SCM
1125
SKBA Capital Management
California
– -$6.04M -43,115 Closed
43 44
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