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C.H. Robinson

492 hedge funds and large institutions have $8.78B invested in C.H. Robinson in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 162 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 162

3.03% more ownership

Funds ownership: 87.74%90.77% (+3%)

4% less funds holding

Funds holding: 510492 (-18)

8% less capital invested

Capital invested by funds: $9.58B → $8.78B (-$796M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

25% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 59

53% less call options, than puts

Call options by funds: $179M | Put options by funds: $378M

Holders
492
Holders Change
-18
Holders Change %
-3.53%
% of All Funds
12.27%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
44
Increased
207
Reduced
162
Closed
59
Calls
$179M
Puts
$378M
Net Calls
-$199M
Net Calls Change
-$304M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
426
Duncker Streett & Co
Missouri
$93K
HNB
427
Huntington National Bank
Ohio
$91K -$268K -3,785 -74%
Creative Planning
428
Creative Planning
Kansas
$89K +$30.8K +435 +51%
IA
429
IFP Advisors
Florida
$83K -$28.8K -407 -25%
NIPH
430
NN Investment Partners Holdings
Netherlands
$76K
OFS
431
Orrstown Financial Services
Pennsylvania
$72K +$8.64K +122 +13%
SLF
432
Sun Life Financial
Ontario, Canada
$72K +$73.3K +1,035 +17,250%
EWM
433
Evercore Wealth Management
New York
$64K
FMT
434
First Mercantile Trust
Tennessee
$62K -$108K -1,521 -63%
Federated Hermes
435
Federated Hermes
Pennsylvania
$62K +$46.9K +662 +272%
JCM
436
Jacobi Capital Management
Pennsylvania
$58K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$57K +$58.9K +831 New
OIA
438
OneDigital Investment Advisors
Kansas
$52K +$53.1K +750 New
DBT
439
Dubuque Bank & Trust
Iowa
$51K +$52.9K +746 New
EMG
440
ETF Managers Group
New Jersey
$43K +$44.6K +629 New
QCG
441
Quadrant Capital Group
Ohio
$42K +$3.9K +55 +8%
WTC
442
WhitTier Trust Company
Nevada
$38K +$14.2K +200 +56%
HIIFS
443
Harel Insurance Investments & Financial Services
Israel
$30K
FC
444
Ferris Capital
Massachusetts
$29K +$30.3K +427 New
AOWM
445
Alpha Omega Wealth Management
Virginia
$27K
Bessemer Group
446
Bessemer Group
New Jersey
$27K +$14K +197 +107%
PSC
447
Prentiss Smith & Co
Vermont
$27K +$27.6K +390 New
WPA
448
West Paces Advisors
Georgia
$26.1K
GWM
449
Geneos Wealth Management
Colorado
$26K +$2.34K +33 +9%
GLI
450
Guardian Life Insurance
New York
$22K -$15.9K -225 -42%

CHRW Hedge Fund Activity: Q2 2017 in Review

492 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2017, worth a combined $8.78B — down 8.3% from $9.58B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CHRW and 44 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 207 added.

The largest buyer was First Eagle Investment Management, adding an estimated $294M. The largest seller was Capital Research Global Investors, cutting an estimated $127M.

  • 492 institutional investors held C.H. Robinson (CHRW) as of Q2 2017, down from 510 in Q1 2017.
  • Funds reported $8.78B of C.H. Robinson stock for Q2 2017, down 8.3% quarter-over-quarter.
  • 44 funds opened new C.H. Robinson positions in Q2 2017 and 59 closed out, a net change of -15 holders.
  • The largest C.H. Robinson buyer in Q2 2017 was First Eagle Investment Management, an estimated $294M added.
  • The largest C.H. Robinson seller in Q2 2017 was Capital Research Global Investors, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2017.