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C.H. Robinson

526 hedge funds and large institutions have $11.7B invested in C.H. Robinson in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 138 increasing their positions, 205 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 34

16% more capital invested

Capital invested by funds: $10.1B → $11.7B (+$1.63B)

13% more funds holding

Funds holding: 465526 (+61)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.17% less ownership

Funds ownership: 94.65%94.49% (-0.17%)

17% less call options, than puts

Call options by funds: $294M | Put options by funds: $356M

33% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 205

Holders
526
Holders Change
+61
Holders Change %
+13.12%
% of All Funds
11.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
101
Increased
138
Reduced
205
Closed
34
Calls
$294M
Puts
$356M
Net Calls
-$61.7M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
476
Valeo Financial Advisors
Indiana
$20K +$16.7K +205 +1,464%
LF
477
Lee Financial
Texas
$19K
ARMC
478
American Research & Management Company
Massachusetts
$18K
JFA
479
JNBA Financial Advisors
Minnesota
$18K
CS
480
Credential Securities
$17.8K -$120K -1,467 -88%
EWM
481
Edge Wealth Management
New York
$17K
TRCT
482
Tower Research Capital (TRC)
New York
$17K +$15.4K +189 New
Bessemer Group
483
Bessemer Group
New Jersey
$16K
GAM
484
Gemmer Asset Management
California
$16K
MGIA
485
Moneta Group Investment Advisors
Missouri
$16K +$14.9K +183 New
FHA
486
First Horizon Advisors
Tennessee
$14K -$3.84K -47 -22%
VCM
487
Versant Capital Management
Arizona
$14K
TL
488
TrueWealth LLC
Georgia
$14K +$12.7K +155 New
GRP
489
Global Retirement Partners
California
$12K -$6.29K -77 -36%
MUS
490
Mitsubishi UFJ Securities
Japan
$12K
KA
491
Kaizen Advisory
Illinois
$12K +$10.6K +130 New
MOS
492
MGO One Seven
Ohio
$12K +$11.1K +136 New
SSB
493
Sandy Spring Bank
Maryland
$11K
LWM
494
Lenox Wealth Management
Ohio
$10K
EARNEST Partners
495
EARNEST Partners
Georgia
$10K +$9.47K +116 New
KJWM
496
Kiley Juergens Wealth Management
Washington
$10K +$9.96K +122 New
RE
497
RBC Europe
United Kingdom
$9.44K
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$1.06K -13 -12%
CTC
499
Central Trust Company
Missouri
$9K
WTB
500
Washington Trust Bank
Washington
$9K

CHRW Hedge Fund Activity: Q4 2017 in Review

526 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2017, worth a combined $11.7B — up 16% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new CHRW positions and 34 closed out — a net gain of 67 holders — while 138 added to existing stakes and 205 trimmed.

The largest buyer was Bank of America, adding an estimated $378M. The largest seller was Fidelity Investments, cutting an estimated $113M.

  • 526 institutional investors held C.H. Robinson (CHRW) as of Q4 2017, up from 465 in Q3 2017.
  • Funds reported $11.7B of C.H. Robinson stock for Q4 2017, up 16% quarter-over-quarter.
  • 101 funds opened new C.H. Robinson positions in Q4 2017 and 34 closed out, a net change of +67 holders.
  • The largest C.H. Robinson buyer in Q4 2017 was Bank of America, an estimated $378M added.
  • The largest C.H. Robinson seller in Q4 2017 was Fidelity Investments, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2017.