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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
AIM
451
Advantage Investment Management
Iowa
$3K -$2.22K -32 -44%
VNA
452
Valley National Advisers
Pennsylvania
$3K
AIS
453
Accurate Investment Solutions
Pennsylvania
$3K +$2.5K +36 New
AWM
454
Avior Wealth Management
Nebraska
$3K +$2.77K +40 New
CFD
455
Creative Financial Designs
Indiana
$2K
PFBT
456
Parkside Financial Bank & Trust
Missouri
$2K
TFO
457
Tarbox Family Office
California
$2K
TG
458
TLP Group
Illinois
$2K +$1.87K +27 New
PWPCM
459
Perella Weinberg Partners Capital Management
New York
$1.1K -$871K -12,563 -46%
YWP
460
YorkBridge Wealth Partners
New York
$1K
CAW
461
Cornerstone Advisors (Washington)
Washington
$1K +$624 +9 New
AssetMark Inc
462
AssetMark Inc
California
$1K +$832 +12 New
VFA
463
Valeo Financial Advisors
Indiana
$1K +$970 +14 New
SWA
464
Sutton Wealth Advisors
Florida
$609
WPC
465
White Pine Capital
Minnesota
$402
Renaissance Technologies
466
Renaissance Technologies
New York
-$35.4M -515,308 Closed
Select Equity Group
467
Select Equity Group
New York
-$31.6M -459,796 Closed
MAM
468
Martingale Asset Management
Massachusetts
-$16M -233,514 Closed
GAM
469
Gotham Asset Management
New York
-$15.1M -219,950 Closed
Arrowstreet Capital
470
Arrowstreet Capital
Massachusetts
-$10M -146,000 Closed
BA
471
Bridgewater Associates
Connecticut
-$8.66M -126,169 Closed
Citadel Advisors
472
Citadel Advisors
Florida
-$6.7M -96,645 Closed
SLAM
473
Swiss Life Asset Management
-$6.4M -93,170 Closed
D.E. Shaw & Co
474
D.E. Shaw & Co
New York
-$5.99M -87,216 Closed
MF
475
Magnetar Financial
Illinois
-$5.02M -73,062 Closed

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.