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C.H. Robinson

578 hedge funds and large institutions have $10.4B invested in C.H. Robinson in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 245 increasing their positions, 188 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 188

4.5% more ownership

Funds ownership: 86.65%91.15% (+4.5%)

3% more call options, than puts

Call options by funds: $127M | Put options by funds: $123M

1% more capital invested

Capital invested by funds: $10.3B → $10.4B (+$115M)

5% less funds holding

Funds holding: 608578 (-30)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

28% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 79

Holders
578
Holders Change
-30
Holders Change %
-4.93%
% of All Funds
12.55%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
245
Reduced
188
Closed
79
Calls
$127M
Puts
$123M
Net Calls
+$3.43M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Toth Financial Advisory
Virginia
$28K
LWA
502
Lenox Wealth Advisors
New York
$27K
PMFA
503
Plante Moran Financial Advisors
Michigan
$27K +$3.87K +46 +17%
BCA
504
Berman Capital Advisors
Georgia
$27K +$19.6K +233 +245%
FPS
505
Fieldpoint Private Securities
Connecticut
$25K
YWP
506
YorkBridge Wealth Partners
New York
$23K +$22.6K +269 New
RE
507
RBC Europe
United Kingdom
$21.6K
FNB
508
Farmers National Bank
Kentucky
$21K -$4.21K -50 -17%
CCM
509
Covington Capital Management
California
$21K
PCP
510
Proficio Capital Partners
Massachusetts
$20K +$10.8K +129 +114%
HR
511
Howe & Rusling
New York
$19K +$925 +11 +5%
CFA
512
Carroll Financial Associates
North Carolina
$19K +$5.63K +67 +40%
GT
513
Glenmede Trust
Pennsylvania
$18.5K +$16.7M +198,396 +967%
LF
514
Lee Financial
Texas
$18K
SPIA
515
Steward Partners Investment Advisory
New York
$18K +$18.4K +219 New
PA
516
Parallel Advisors
California
$17K -$757 -9 -4%
EWM
517
Edge Wealth Management
New York
$17K
JFA
518
JNBA Financial Advisors
Minnesota
$17K
HPC
519
HM Payson & Co
Maine
$17K +$16.8K +200 New
RIA
520
Realta Investment Advisors
Delaware
$14K +$7.4K +88 +128%
NIM
521
NuWave Investment Management
New Jersey
$13K -$43.9K -522 -78%
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$13K -$34.7K -412 -72%
GAM
523
Gemmer Asset Management
California
$13K -$2.44K -29 -16%
SSB
524
Sandy Spring Bank
Maryland
$13K +$1.77K +21 +16%
VEA
525
Virtus ETF Advisers
New York
$12K -$5.05K -60 -29%

CHRW Hedge Fund Activity: Q2 2019 in Review

578 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2019, worth a combined $10.4B — up 1.1% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CHRW and 57 opened new positions — a net loss of 22 holders — while 188 trimmed existing stakes and 245 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $208M. The largest seller was Fidelity Investments, cutting an estimated $310M.

  • 578 institutional investors held C.H. Robinson (CHRW) as of Q2 2019, down from 608 in Q1 2019.
  • Funds reported $10.4B of C.H. Robinson stock for Q2 2019, up 1.1% quarter-over-quarter.
  • 57 funds opened new C.H. Robinson positions in Q2 2019 and 79 closed out, a net change of -22 holders.
  • The largest C.H. Robinson buyer in Q2 2019 was Boston Partners, an estimated $208M added.
  • The largest C.H. Robinson seller in Q2 2019 was Fidelity Investments, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2019.