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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
1101
Paces Ferry Wealth Advisors
Georgia
$322K -$20K -104 -6%
FFA
1102
Farther Finance Advisors
California
$321K +$5.01K +26 +2%
Wolverine Trading
1103
Wolverine Trading
Illinois
$321K +$321K +1,695 New
CWM
1104
Congress Wealth Management
Massachusetts
$319K -$116K -603 -27%
CPIG
1105
Chicago Partners Investment Group
Illinois
$317K -$32.1K -156 -9%
CA
1106
Continuum Advisory
Idaho
$317K +$8.47K +44 +3%
DWM
1107
Dakota Wealth Management
Florida
$317K +$20.6K +107 +7%
PCM
1108
Pointe Capital Management
Michigan
$316K – – –
LIM
1109
Leavell Investment Management
Alabama
$316K -$9.67K -50 -3%
FMLI
1110
Fukoku Mutual Life Insurance
Japan
$315K – – –
PWMG
1111
Prestige Wealth Management Group
New Jersey
$312K -$36.4K -188 -10%
4WM
1112
44 Wealth Management
Oregon
$312K -$770 -4 -0.2%
LOIP
1113
Live Oak Investment Partners
Texas
$311K -$313K – –
EWM
1114
Empirical Wealth Management
Washington
$309K -$11.4K -59 -4%
AAP
1115
Arax Advisory Partners
Colorado
$308K +$60.1K +312 +24%
CPC
1116
Congress Park Capital
New York
$308K – – –
BONH
1117
Bank of New Hampshire
New Hampshire
$308K – – –
BAAM
1118
Baker Avenue Asset Management
California
$307K +$13.7K +71 +5%
AIM
1119
Anchor Investment Management
South Carolina
$307K +$42.2K +219 +16%
RGC
1120
Roberts, Glore & Co
Illinois
$306K +$963 +5 +0.3%
QWM
1121
QP Wealth Management
New Jersey
$305K – – –
DRD
1122
Dennis R. Delaney
$304K +$304K +1,581 New
SVWAG
1123
Sound View Wealth Advisors Group
Georgia
$303K +$15.2K +79 +5%
BWM
1124
Buckley Wealth Management
Nevada
$299K +$299K +1,554 New
EWM
1125
Evermay Wealth Management
Virginia
$299K +$7.53K +39 +3%
43 44
45
46 47