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C.H. Robinson

424 hedge funds and large institutions have $7.21B invested in C.H. Robinson in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 140 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

20% more call options, than puts

Call options by funds: $207M | Put options by funds: $172M

6% more funds holding

Funds holding: 400424 (+24)

6% less capital invested

Capital invested by funds: $7.66B → $7.21B (-$451M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 175

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
424
Holders Change
+24
Holders Change %
+6%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
62
Increased
140
Reduced
175
Closed
36
Calls
$207M
Puts
$172M
Net Calls
+$34.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
376
Benjamin F. Edwards & Company
Missouri
$120K +$25K +425 +26%
WA
377
WFG Advisors
Texas
$109K -$22.8K -387 -17%
BA
378
BlackRock Advisors
Delaware
$104K -$6.53K -111 -6%
WTC
379
WhitTier Trust Company
Nevada
$93K
FBT
380
Founders Bank & Trust
Michigan
$89K +$23.9K +406 +32%
HNB
381
Huntington National Bank
Ohio
$80K -$4.41K -75 -5%
GIS
382
Guardian Investor Services
New York
$75K
QT
383
Quantbot Technologies
New York
$65K -$310K -5,276 -82%
IMS
384
Index Management Solutions
Pennsylvania
$65K +$8.05K +137 +14%
SSG
385
Summit Securities Group
New York
$58K +$58.8K +1,000 New
DekaBank Deutsche Girozentrale
386
DekaBank Deutsche Girozentrale
Germany
$54K
BPBT
387
Boston Private Bank & Trust
Massachusetts
$54K +$26.7K +454 +96%
GLI
388
Guardian Life Insurance
New York
$53K -$60.7K -1,033 -53%
AAM
389
Advisors Asset Management
Colorado
$53K
SAMC
390
Shinko Asset Management Company
Japan
$47K
JFGIW
391
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K
EWM
392
Evercore Wealth Management
New York
$37K -$39.7K -675 -51%
WRM
393
Westport Resources Management
Connecticut
$33K
FNBT
394
FineMark National Bank & Trust
Florida
$32K
Creative Planning
395
Creative Planning
Kansas
$29K -$21.3K -363 -42%
MFS
396
MSI Financial Services
Massachusetts
$29K -$20.9K -355 -41%
CTC
397
Central Trust Company
Missouri
$29K
TCOV
398
Trust Company of Vermont
Vermont
$29K +$29.4K +500 New
YL
399
YCG LLC
Texas
$28K +$28K +476 New
ARMC
400
American Research & Management Company
Massachusetts
$24K

CHRW Hedge Fund Activity: Q4 2013 in Review

424 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2013, worth a combined $7.21B — down 5.9% from $7.66B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CHRW positions and 36 closed out — a net gain of 26 holders — while 140 added to existing stakes and 175 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $92.9M. The largest seller was Wellington Management Group, cutting an estimated $223M.

  • 424 institutional investors held C.H. Robinson (CHRW) as of Q4 2013, up from 400 in Q3 2013.
  • Funds reported $7.21B of C.H. Robinson stock for Q4 2013, down 5.9% quarter-over-quarter.
  • 62 funds opened new C.H. Robinson positions in Q4 2013 and 36 closed out, a net change of +26 holders.
  • The largest C.H. Robinson buyer in Q4 2013 was T. Rowe Price Associates, an estimated $92.9M added.
  • The largest C.H. Robinson seller in Q4 2013 was Wellington Management Group, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2013.