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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 %
CMA
1176
Cedar Mountain Advisors
Oregon
$4K +$4K +25 New
CAC
1177
Certified Advisory Corp
Florida
$4K +$4K +28 New
BWA
1178
BDO Wealth Advisors
Florida
$3K -$11.7K -70 -80%
PFGIA
1179
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FPFS
1180
First Personal Financial Services
North Carolina
$3K – – –
PWP
1181
Personal Wealth Partners
Minnesota
$3K – – –
APC
1182
Aspire Private Capital
North Carolina
$3K – – –
WAS
1183
Winch Advisory Services
Wisconsin
$3K +$3K +21 New
CA
1184
CXI Advisors
Indiana
$3K +$3K +22 New
PGAM
1185
Princeton Global Asset Management
New Jersey
$2.91K +$223 +1,430 +8%
NIM
1186
Nicollet Investment Management
Minnesota
$2.31K +$66 +427 +3%
AA
1187
Advisory Alpha
Michigan
$2.26K -$2.87K -19 -56%
1IA
1188
1834 Investment Advisors
Wisconsin
$2K -$44.3K -310 -96%
LF
1189
Lee Financial
Texas
$2K – – –
TFGT
1190
TS Financial Group (TSFG)
Illinois
$2K – – –
PCA
1191
Providence Capital Advisors
North Carolina
$2K +$2K +14 New
CWA
1192
Core Wealth Advisors
Florida
$2K +$2K +15 New
FCH
1193
Freestone Capital Holdings
Washington
$1.55K -$348 -2,236 -18%
VRM
1194
Vectors Research Management
New York
$1K -$875 -7 -47%
AWM
1195
Atticus Wealth Management
Florida
$1K +$1K +5 New
ETC
1196
Exchange Traded Concepts
Oklahoma
$1K +$1K +7 New
AA
1197
Argent Advisors
Louisiana
$1K +$1K +7 New
EWM
1198
EPG Wealth Management
Georgia
$1K +$1K +7 New
LFG
1199
LifePlan Financial Group
Ohio
$1K +$1K +9 New
PA
1200
PSI Advisors
Florida
$1K +$1K +11 New
46 47
48
49 50