We are live on ! Find out more
CHRW icon

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
AWM
501
Avior Wealth Management
Nebraska
$3K -$3.69K -40 -52%
AIS
502
Accurate Investment Solutions
Pennsylvania
$3K
PMFA
503
Plante Moran Financial Advisors
Michigan
$3K +$2.49K +27 New
DBT
504
Dubuque Bank & Trust
Iowa
$3K +$2.58K +28 New
APP
505
Avantax Planning Partners
Iowa
$3K +$3.13K +34 New
RA
506
Rational Advisors
New York
$3K +$3.41K +37 New
CFD
507
Creative Financial Designs
Indiana
$2K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$2K
TFO
509
Tarbox Family Office
California
$2K
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$2K +$1.84K +20 New
Nomura Holdings
511
Nomura Holdings
Japan
$1.03K +$170K +1,847 +20%
BL
512
Balentine LLC
Georgia
$1K
CAW
513
Cornerstone Advisors (Washington)
Washington
$1K
MIFH
514
Migdal Insurance & Financial Holdings
Israel
$1K +$1.29K +14 New
SWA
515
Sutton Wealth Advisors
Florida
$750
SLF
516
Sun Life Financial
Ontario, Canada
$637 -$22.6K -245 -80%
CIM
517
Confluence Investment Management
Missouri
-$39.7M -446,018 Closed
Millennium Management
518
Millennium Management
New York
-$23.5M -264,197 Closed
PP
519
Paloma Partners
Connecticut
-$17.2M -193,432 Closed
BCM
520
BlueCrest Capital Management
Jersey
-$10.5M -117,350 Closed
UIM
521
USS Investment Management
United Kingdom
-$7.82M -87,700 Closed
Ninety One (UK)
522
Ninety One (UK)
United Kingdom
-$7.11M -79,851 Closed
SC
523
Samlyn Capital
New York
-$6.37M -71,524 Closed
Schroder Investment Management Group
524
Schroder Investment Management Group
United Kingdom
-$5.16M -57,907 Closed
Susquehanna International Group
525
Susquehanna International Group
Pennsylvania
-$4.82M -52,300 Closed

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.