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C.H. Robinson

588 hedge funds and large institutions have $11.3B invested in C.H. Robinson in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 194 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $220M | Put options by funds: $67.9M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 583588 (+5)

3% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$295M)

2.02% less ownership

Funds ownership: 92.96%90.94% (-2%)

14% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 226

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
588
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
10.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
194
Reduced
226
Closed
54
Calls
$220M
Puts
$67.9M
Net Calls
+$152M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Phoenix Wealth Advisors
North Carolina
$235K +$23.2K +238 +10%
CP
452
Covenant Partners
Tennessee
$233K
GT
453
Greenleaf Trust
Michigan
$233K +$2.63K +27 +1%
CCP
454
Corient Capital Partners
California
$233K +$9.65K +99 +4%
FP
455
Foundry Partners
Minnesota
$228K
CWA
456
Canvas Wealth Advisors
Kansas
$226K +$12.3K +126 +6%
TI
457
Tidal Investments
Wisconsin
$226K +$236K +2,417 New
Wolverine Trading
458
Wolverine Trading
Illinois
$224K +$231K +2,367 New
IC
459
Inverness Counsel
New York
$223K +$233K +2,385 New
V
460
Veritable
Delaware
$220K +$17.4K +178 +8%
E
461
Ergoteles
New York
$216K -$1.17M -11,992 -84%
6M
462
6 Meridian
Kansas
$216K -$8.29K -85 -4%
NIM
463
Northeast Investment Management
Massachusetts
$215K
Vontobel Holding
464
Vontobel Holding
Switzerland
$213K -$53.1K -545 -20%
PCA
465
Personal Capital Advisors
California
$213K -$27.3K -280 -11%
CAN
466
Cetera Advisor Networks
California
$211K -$82.6K -847 -27%
AIA
467
Arrow Investment Advisors
Maryland
$211K +$219K +2,251 New
LNC
468
Lincoln National Corp
Pennsylvania
$209K +$2.24K +23 +1%
CCM
469
Copeland Capital Management
Pennsylvania
$208K
SW
470
SVB Wealth
Massachusetts
$208K +$217K +2,223 New
S
471
SignatureFD
Georgia
$207K +$3.41K +35 +2%
HIS
472
Harvest Investment Services
Illinois
$204K -$167K -1,712 -44%
DADC
473
D.A. Davidson & Co
Montana
$201K -$5.56K -57 -3%
IA
474
IndexIQ Advisors
New York
$201K -$1.46K -15 -0.7%
LCM
475
Logan Capital Management
Pennsylvania
$187K

CHRW Hedge Fund Activity: Q2 2021 in Review

588 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2021, worth a combined $11.3B — down 2.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CHRW positions and 54 closed out — a net gain of 10 holders — while 194 added to existing stakes and 226 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Invesco, cutting an estimated $85M.

  • 588 institutional investors held C.H. Robinson (CHRW) as of Q2 2021, up from 583 in Q1 2021.
  • Funds reported $11.3B of C.H. Robinson stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 64 funds opened new C.H. Robinson positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest C.H. Robinson buyer in Q2 2021 was Morgan Stanley, an estimated $115M added.
  • The largest C.H. Robinson seller in Q2 2021 was Invesco, an estimated $85M sold.

Based on aggregated 13F filings for Q2 2021.