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C.H. Robinson

465 hedge funds and large institutions have $10.1B invested in C.H. Robinson in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 184 increasing their positions, 166 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more capital invested

Capital invested by funds: $8.78B → $10.1B (+$1.32B)

11% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 166

3.88% more ownership

Funds ownership: 90.77%94.65% (+3.9%)

5% less funds holding

Funds holding: 492465 (-27)

17% less call options, than puts

Call options by funds: $237M | Put options by funds: $287M

35% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 63

Holders
465
Holders Change
-27
Holders Change %
-5.49%
% of All Funds
11.59%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
41
Increased
184
Reduced
166
Closed
63
Calls
$237M
Puts
$287M
Net Calls
-$49.7M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
426
Howe & Rusling
New York
$17K
LF
427
Lee Financial
Texas
$16K
FHA
428
First Horizon Advisors
Tennessee
$16K +$69 +1 +0.5%
GRP
429
Global Retirement Partners
California
$16K +$4.23K +61 +40%
WWM
430
Willingdon Wealth Management
North Carolina
$16K +$14.6K +210 New
ARMC
431
American Research & Management Company
Massachusetts
$15K
EWM
432
Edge Wealth Management
New York
$15K
JFA
433
JNBA Financial Advisors
Minnesota
$15K
Bessemer Group
434
Bessemer Group
New Jersey
$14K -$13.7K -197 -52%
GAM
435
Gemmer Asset Management
California
$14K +$4.57K +66 +58%
VCM
436
Versant Capital Management
Arizona
$12K -$3.19K -46 -22%
MUS
437
Mitsubishi UFJ Securities
Japan
$10K
SSB
438
Sandy Spring Bank
Maryland
$10K
SIA
439
Sit Investment Associates
Minnesota
$9K +$7.97K +115 New
RE
440
RBC Europe
United Kingdom
$8.07K +$7.35K +106 New
CTC
441
Central Trust Company
Missouri
$8K -$8.66K -125 -56%
LWM
442
Lenox Wealth Management
Ohio
$8K
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$8K
WTB
444
Washington Trust Bank
Washington
$8K
AIM
445
Anchor Investment Management
South Carolina
$7.61K
GBT
446
Grove Bank & Trust
Florida
$7K -$2.08K -30 -25%
CFA
447
Carroll Financial Associates
North Carolina
$5K
WT
448
Whittier Trust
California
$5K
KF
449
Krilogy Financial
Missouri
$4K
MCIA
450
Mountain Capital Investment Advisors
Colorado
$4K

CHRW Hedge Fund Activity: Q3 2017 in Review

465 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q3 2017, worth a combined $10.1B — up 15% from $8.78B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of CHRW and 41 opened new positions — a net loss of 22 holders — while 166 trimmed existing stakes and 184 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $164M. The largest seller was Capital Research Global Investors, cutting an estimated $137M.

  • 465 institutional investors held C.H. Robinson (CHRW) as of Q3 2017, down from 492 in Q2 2017.
  • Funds reported $10.1B of C.H. Robinson stock for Q3 2017, up 15% quarter-over-quarter.
  • 41 funds opened new C.H. Robinson positions in Q3 2017 and 63 closed out, a net change of -22 holders.
  • The largest C.H. Robinson buyer in Q3 2017 was T. Rowe Price Associates, an estimated $164M added.
  • The largest C.H. Robinson seller in Q3 2017 was Capital Research Global Investors, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2017.