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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
AIM
476
Advantage Investment Management
Iowa
$5K
CFA
477
Carroll Financial Associates
North Carolina
$5K
KF
478
Krilogy Financial
Missouri
$4K -$170K -2,399 -98%
WT
479
Whittier Trust
California
$4K -$5.31K -75 -56%
MCIA
480
Mountain Capital Investment Advisors
Colorado
$4K +$3.83K +54 New
SFG
481
SevenBridge Financial Group
Pennsylvania
$3K
VNA
482
Valley National Advisers
Pennsylvania
$3K
MA
483
MUFG Americas
New York
$2K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$2K
YWP
485
YorkBridge Wealth Partners
New York
$1K -$12.2K -172 -91%
BWM
486
Baystate Wealth Management
Massachusetts
$1K
CFD
487
Creative Financial Designs
Indiana
$1K
TFO
488
Tarbox Family Office
California
$1K
SWA
489
Sutton Wealth Advisors
Florida
$549 -$23.9K -337 -98%
IWM
490
IHT Wealth Management
Illinois
$62 +$2.62K +37 +1%
Wellington Management Group
491
Wellington Management Group
Massachusetts
-$53.2M -687,992 Closed
RA
492
Royce & Associates
New York
-$19.1M -246,800 Closed
QIM
493
Quantitative Investment Management
Virginia
-$13.2M -171,100 Closed
DILIC
494
Dai-ichi Life Insurance Company
Japan
-$5.83M -75,372 Closed
Alyeska Investment Group
495
Alyeska Investment Group
Illinois
-$5.63M -72,795 Closed
Boston Partners
496
Boston Partners
Massachusetts
-$5.34M -69,140 Closed
CCA
497
Catalyst Capital Advisors
New York
-$4.19M -54,245 Closed
Point72 Asset Management
498
Point72 Asset Management
Connecticut
-$3.87M -50,000 Closed
CEP
499
Chicago Equity Partners
Illinois
-$3.05M -39,475 Closed
SSG
500
Summit Securities Group
New York
-$2.54M -32,929 Closed

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.