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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 %
LWM
1101
Liberty Wealth Management
California
$38K +$9.19K +60 +32%
AA
1102
Ancora Advisors
Ohio
$38K +$38K +246 New
AIM
1103
Arcadia Investment Management
Michigan
$37K – – –
EI
1104
Ellevest Inc
New York
$37K +$33.8K +219 +1,043%
FCM
1105
Firestone Capital Management
Florida
$37K +$37K +240 New
MAM
1106
Marquette Asset Management
Minnesota
$36K – – –
BAM
1107
Barrett Asset Management
New York
$35K – – –
POIA
1108
Pin Oak Investment Advisors
Texas
$34K – – –
WQ
1109
Wealth Quarterback
New Jersey
$33.2K +$33.2K +730 New
KFS
1110
Kelly Financial Services
Massachusetts
$33.1K +$156 +1 +0.5%
CAM
1111
CenterStar Asset Management
Illinois
$32K – – –
DOA
1112
D'Orazio & Associates
Virginia
$32K – – –
IRC
1113
Investors Research Corp
Georgia
$31K – – –
JSC
1114
Jackson Square Capital
California
$31K +$31K +199 New
AWMS
1115
Advocacy Wealth Management Services
Georgia
$30K -$781 -5 -3%
GTAM
1116
Global Trust Asset Management
Florida
$30K – – –
GWS
1117
Glassman Wealth Services
Virginia
$30K +$2.32K +15 +8%
BB
1118
Busey Bank
Illinois
$30K +$30K +190 New
MCM
1119
McMillion Capital Management
North Carolina
$29K – – –
WCG
1120
Weaver Consulting Group
California
$29K +$8.36K +51 +40%
JFA
1121
JNBA Financial Advisors
Minnesota
$28K +$1.53K +10 +6%
CH
1122
Canton Hathaway
Rhode Island
$27K – – –
PO
1123
Private Ocean
California
$26K – – –
SQA
1124
Simon Quick Advisors
New Jersey
$26K +$22.8K +149 +710%
PA
1125
Procyon Advisors
Connecticut
$26K +$26K +164 New
43 44
45
46 47