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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
GI
401
GLG Inc
New York
$24K +$23.7K +403 New
S
402
SignatureFD
Georgia
$23K
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$16.2K +275 +235%
Bessemer Group
404
Bessemer Group
New Jersey
$20K +$4.12K +70 +27%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$20K +$12.1K +205 +150%
IRS
406
Invictus RG (Singapore)
Singapore
$19K -$22.8K -387 -55%
PMFA
407
Plante Moran Financial Advisors
Michigan
$19K -$1.18K -20 -6%
SNT
408
Security National Trust
West Virginia
$18K +$17.6K +300 New
RNS
409
Robert N. Shapiro
$17K -$7.7K -131 -31%
KTC
410
Kistler-Tiffany Companies
Pennsylvania
$16K -$32.9K -559 -67%
MAM
411
Mizuho Asset Management
Japan
$14K
PAS
412
Partnervest Advisory Services
California
$12K -$86.8K -1,476 -87%
DBT
413
Dubuque Bank & Trust
Iowa
$12K
MUMSS
414
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K
CWM
415
Cranbrook Wealth Management
Michigan
$8K +$7.7K +131 New
M&T Bank
416
M&T Bank
New York
$7K -$691K -11,759 -99%
CFA
417
Carroll Financial Associates
North Carolina
$4K
FA
418
Financial Advantage
Maryland
$3K
CGT
419
Capital Guardian Trust
California
$2K +$1.88K +32 New
PFM
420
PacWest Financial Management
Arizona
$1.13K -$40.9K -695 -3%
CCM
421
Chilton Capital Management
Texas
$1.05K
CAW
422
Cornerstone Advisors (Washington)
Washington
$1K
HI
423
Hudock Inc
Pennsylvania
$1K
MCM
424
Manchester Capital Management
Vermont
$1K +$1.06K +18 New
WEC
425
Winslow Evans & Crocker
Massachusetts
$1K +$1.18K +20 New

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.