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C.H. Robinson

588 hedge funds and large institutions have $11.6B invested in C.H. Robinson in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $10B → $11.6B (+$1.55B)

1% more funds holding

Funds holding: 580588 (+8)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.4% less ownership

Funds ownership: 86.64%86.24% (-0.4%)

7% less call options, than puts

Call options by funds: $269M | Put options by funds: $290M

18% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 223

Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
13.44%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
65
Increased
182
Reduced
223
Closed
51
Calls
$269M
Puts
$290M
Net Calls
-$21.2M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$54K
SPIA
502
Steward Partners Investment Advisory
New York
$48K -$13.4K -143 -23%
AF
503
Advisornet Financial
Minnesota
$48K +$94 +1 +0.2%
GWM
504
Geneos Wealth Management
Colorado
$46K +$11.6K +124 +35%
HIIFS
505
Harel Insurance Investments & Financial Services
Israel
$44K +$2.81K +30 +7%
RA
506
Rational Advisors
New York
$44K +$40.3K +430 +2,529%
TPWA
507
TRUE Private Wealth Advisors
Oregon
$42.3K +$40.5K +432 New
FC
508
Ferris Capital
Massachusetts
$42K -$938 -10 -2%
LWA
509
Lenox Wealth Advisors
New York
$42K
RFA
510
Reilly Financial Advisors
California
$42K +$40.5K +432 New
AOWM
511
Alpha Omega Wealth Management
Virginia
$39K
JFA
512
JNBA Financial Advisors
Minnesota
$39K +$18.8K +200 +100%
GLI
513
Guardian Life Insurance
New York
$38K
SLF
514
Sun Life Financial
Ontario, Canada
$37K +$281 +3 +0.8%
HR
515
Howe & Rusling
New York
$36K +$14K +149 +68%
KA
516
Kaizen Advisory
Illinois
$32K
TFA
517
Toth Financial Advisory
Virginia
$32K
MA
518
MCF Advisors
Kentucky
$32K +$30.5K +325 New
NIPH
519
NN Investment Partners Holdings
Netherlands
$32K +$2.98M +31,719 New
SWM
520
SeaCrest Wealth Management
New York
$30K
FPS
521
Fieldpoint Private Securities
Connecticut
$29K
S
522
SignatureFD
Georgia
$27K
TRCT
523
Tower Research Capital (TRC)
New York
$26K -$504K -5,375 -95%
JA
524
JOYN Advisors
Georgia
$26K +$2.25K +24 +10%
CCM
525
Covington Capital Management
California
$24K

CHRW Hedge Fund Activity: Q3 2018 in Review

588 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q3 2018, worth a combined $11.6B — up 15% from $10B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CHRW positions and 51 closed out — a net gain of 14 holders — while 182 added to existing stakes and 223 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $136M.

  • 588 institutional investors held C.H. Robinson (CHRW) as of Q3 2018, up from 580 in Q2 2018.
  • Funds reported $11.6B of C.H. Robinson stock for Q3 2018, up 15% quarter-over-quarter.
  • 65 funds opened new C.H. Robinson positions in Q3 2018 and 51 closed out, a net change of +14 holders.
  • The largest C.H. Robinson buyer in Q3 2018 was Fidelity Investments, an estimated $116M added.
  • The largest C.H. Robinson seller in Q3 2018 was T. Rowe Price Associates, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2018.