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Chubb
CB

Overview Fund Activity

1,390 hedge funds and large institutions have $80B invested in Chubb in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 523 increasing their positions, 485 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,390
Holders Change
+76
Holders Change %
+5.78%
% of All Funds
22%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.44%
New
167
Increased
523
Reduced
485
Closed
77
Calls
$196M
Puts
$139M
Net Calls
+$56.7M
Net Calls Change
+$82.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$510M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$450M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$336M
4
UBS AM
UBS AM
Illinois
+$219M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$240M
3
American Century Companies
American Century Companies
Missouri
-$219M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$194M
5
Capital International Investors
Capital International Investors
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
1251
Mark Sheptoff Financial Planning
Connecticut
$77K -$2.77K -13 -3%
JWA
1252
JFS Wealth Advisors
Pennsylvania
$76K -$47.8K -224 -39%
TIM
1253
Tortoise Investment Management
New York
$75K – – –
HNWAG
1254
High Net Worth Advisory Group
Florida
$72K – – –
NFSG
1255
Newbridge Financial Services Group
Florida
$71K – – –
AP
1256
Atwood & Palmer
Missouri
$70K +$18K +85 +35%
RTC
1257
Riverview Trust Company
Washington
$68K +$68K +318 New
SCA
1258
Stonebridge Capital Advisors
Minnesota
$67K – – –
EWM
1259
Evermay Wealth Management
Virginia
$66K – – –
LWA
1260
Lenox Wealth Advisors
New York
$66K +$1.3K +6 +2%
FRA
1261
Front Row Advisors
California
$65K -$1.92K -9 -3%
ANBT
1262
American National Bank & Trust
Texas
$64K -$2.13K -10 -3%
FIA
1263
FNY Investment Advisers
New York
$64K +$64K +300 New
CFGS
1264
Concourse Financial Group Securities
Alabama
$62K -$222K -1,036 -78%
BDWM
1265
Brewin Dolphin Wealth Management
Ireland
$61K +$4.05K +19 +7%
LPWM
1266
Lake Point Wealth Management
Texas
$60K -$67.9K -319 -53%
FMII
1267
Farmers & Merchants Investments Inc
Nebraska
$59K – – –
GCM
1268
Gables Capital Management
Florida
$59K – – –
BWM
1269
Baystate Wealth Management
Massachusetts
$58K +$213 +1 +0.4%
SWA
1270
SOA Wealth Advisors
New York
$57K – – –
CAC
1271
Core Alternative Capital
Georgia
$57K +$51.6K +240 +960%
HWMA
1272
Heritage Wealth Management (Arizona)
Arizona
$56K +$56K +262 New
SFG
1273
Sage Financial Group
Pennsylvania
$53K – – –
OA
1274
Operose Advisors
Wisconsin
$52K – – –
FFA
1275
Freedman Financial Associates
Massachusetts
$51K – – –
49 50
51
52 53