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C.H. Robinson

519 hedge funds and large institutions have $12.1B invested in C.H. Robinson in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 223 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $251M | Put options by funds: $175M

3% more capital invested

Capital invested by funds: $11.7B → $12.1B (+$361M)

2% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 64

1% less funds holding

Funds holding: 526519 (-7)

2.12% less ownership

Funds ownership: 94.49%92.37% (-2.1%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

35% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 223

Holders
519
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
11.9%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
63
Increased
145
Reduced
223
Closed
64
Calls
$251M
Puts
$175M
Net Calls
+$75.3M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$32K
TFA
452
Toth Financial Advisory
Virginia
$31K
GLI
453
Guardian Life Insurance
New York
$30K -$12.3K -134 -30%
IA
454
IFP Advisors
Florida
$29K
FPS
455
Fieldpoint Private Securities
Connecticut
$28K
CIP
456
Convergence Investment Partners
Florida
$27K +$26.3K +285 New
SPIA
457
Steward Partners Investment Advisory
New York
$27K +$27.4K +298 New
AIL
458
AGF Investments LLC
Ontario, Canada
$27K +$30K +326 New
S
459
SignatureFD
Georgia
$26K +$25.9K +281 New
CCM
460
Covington Capital Management
California
$23K
AWA
461
Acorn Wealth Advisors
Michigan
$22K +$21.9K +238 New
JA
462
JOYN Advisors
Georgia
$22K +$22.1K +240 New
APA
463
American Portfolios Advisors
New York
$21.6K +$14.6K +158 +216%
HR
464
Howe & Rusling
New York
$21K
WWM
465
Willingdon Wealth Management
North Carolina
$20K -$4.42K -48 -19%
PA
466
Parallel Advisors
California
$20K -$4.24K -46 -18%
ARMC
467
American Research & Management Company
Massachusetts
$19K
EWM
468
Edge Wealth Management
New York
$19K
JFA
469
JNBA Financial Advisors
Minnesota
$19K
MGIA
470
Moneta Group Investment Advisors
Missouri
$17K -$276 -3 -2%
GAM
471
Gemmer Asset Management
California
$17K
SF
472
Synovus Financial
Georgia
$14K +$13.7K +149 New
MPPLM
473
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K -$10.5K -114 -46%
MOS
474
MGO One Seven
Ohio
$13K
VCM
475
Vigilant Capital Management
Maine
$13K +$13K +141 New

CHRW Hedge Fund Activity: Q1 2018 in Review

519 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q1 2018, worth a combined $12.1B — up 3.1% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of CHRW and 63 opened new positions — a net loss of 1 holder — while 223 trimmed existing stakes and 145 added.

The largest buyer was State Street, adding an estimated $136M. The largest seller was T. Rowe Price Associates, cutting an estimated $149M.

  • 519 institutional investors held C.H. Robinson (CHRW) as of Q1 2018, down from 526 in Q4 2017.
  • Funds reported $12.1B of C.H. Robinson stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 63 funds opened new C.H. Robinson positions in Q1 2018 and 64 closed out, a net change of -1 holder.
  • The largest C.H. Robinson buyer in Q1 2018 was State Street, an estimated $136M added.
  • The largest C.H. Robinson seller in Q1 2018 was T. Rowe Price Associates, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2018.