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C.H. Robinson

580 hedge funds and large institutions have $10B invested in C.H. Robinson in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

12% more funds holding

Funds holding: 519580 (+61)

5% less call options, than puts

Call options by funds: $251M | Put options by funds: $266M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

5.73% less ownership

Funds ownership: 92.37%86.64% (-5.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less capital invested

Capital invested by funds: $12.1B → $10B (-$2.08B)

Holders
580
Holders Change
+61
Holders Change %
+11.75%
% of All Funds
13.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
100
Increased
190
Reduced
202
Closed
37
Calls
$251M
Puts
$266M
Net Calls
-$14.6M
Net Calls Change
-$89.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
501
Lenox Wealth Advisors
New York
$36K -$125K -1,406 -77%
HIIFS
502
Harel Insurance Investments & Financial Services
Israel
$35K -$6.25K -70 -14%
AOWM
503
Alpha Omega Wealth Management
Virginia
$33K
HT
504
Heritage Trust
Oklahoma
$33K
GLI
505
Guardian Life Insurance
New York
$32K +$5.8K +65 +20%
SLF
506
Sun Life Financial
Ontario, Canada
$32K +$28.3K +317 +528%
GWM
507
Geneos Wealth Management
Colorado
$29K
TFA
508
Toth Financial Advisory
Virginia
$28K
KA
509
Kaizen Advisory
Illinois
$28K +$17.8K +199 +153%
APA
510
American Portfolios Advisors
New York
$26.8K +$7.94K +89 +39%
SWM
511
SeaCrest Wealth Management
New York
$25K -$13.4K -150 -33%
FNB
512
Farmers National Bank
Kentucky
$25K -$10.7K -120 -29%
FPS
513
Fieldpoint Private Securities
Connecticut
$25K
S
514
SignatureFD
Georgia
$23K -$714 -8 -3%
IA
515
IFP Advisors
Florida
$21K -$6.34K -71 -22%
CCM
516
Covington Capital Management
California
$21K
AWA
517
Acorn Wealth Advisors
Michigan
$20K
JA
518
JOYN Advisors
Georgia
$20K +$357 +4 +2%
RWA
519
River Wealth Advisors
Pennsylvania
$19K +$20.1K +225 New
HR
520
Howe & Rusling
New York
$18K
WWM
521
Willingdon Wealth Management
North Carolina
$18K
ARMC
522
American Research & Management Company
Massachusetts
$17K
EWM
523
Edge Wealth Management
New York
$17K
JFA
524
JNBA Financial Advisors
Minnesota
$17K
PA
525
Parallel Advisors
California
$17K

CHRW Hedge Fund Activity: Q2 2018 in Review

580 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2018, worth a combined $10B — down 17% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new CHRW positions and 37 closed out — a net gain of 63 holders — while 190 added to existing stakes and 202 trimmed.

The largest buyer was Luminus Management, adding an estimated $81.5M. The largest seller was Capital International Investors, cutting an estimated $510M.

  • 580 institutional investors held C.H. Robinson (CHRW) as of Q2 2018, up from 519 in Q1 2018.
  • Funds reported $10B of C.H. Robinson stock for Q2 2018, down 17% quarter-over-quarter.
  • 100 funds opened new C.H. Robinson positions in Q2 2018 and 37 closed out, a net change of +63 holders.
  • The largest C.H. Robinson buyer in Q2 2018 was Luminus Management, an estimated $81.5M added.
  • The largest C.H. Robinson seller in Q2 2018 was Capital International Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2018.