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C.H. Robinson

559 hedge funds and large institutions have $9.83B invested in C.H. Robinson in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 206 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $117M | Put options by funds: $74.8M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 206

2.7% less ownership

Funds ownership: 95.63%92.93% (-2.7%)

5% less funds holding

Funds holding: 586559 (-27)

10% less capital invested

Capital invested by funds: $11B → $9.83B (-$1.13B)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

Holders
559
Holders Change
-27
Holders Change %
-4.61%
% of All Funds
11.01%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
69
Increased
200
Reduced
206
Closed
84
Calls
$117M
Puts
$74.8M
Net Calls
+$42.1M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$15K +$15.7K +197 New
LWA
502
Lenox Wealth Advisors
New York
$13K -$11.7K -147 -47%
CFG
503
Citizens Financial Group
Rhode Island
$13K +$11K +138 +552%
Bessemer Group
504
Bessemer Group
New Jersey
$13K +$13.2K +166 New
APWM
505
Atlas Private Wealth Management
New York
$12K +$12.6K +158 New
EW
506
Evoke Wealth
California
$11.1K -$173K -2,169 -94%
SFS
507
Sowell Financial Services
Arkansas
$11K -$6.29K -79 -35%
JFA
508
JNBA Financial Advisors
Minnesota
$11K
PB
509
Pinnacle Bancorp
Nebraska
$11K
TF
510
Tompkins Financial
New York
$10K -$52K -653 -84%
PCM
511
Penserra Capital Management
California
$10K -$21.6K -271 -65%
GWS
512
Glassman Wealth Services
Virginia
$10K
MUS
513
Mitsubishi UFJ Securities
Japan
$10K
LWM
514
Liberty Wealth Management
California
$10K +$557 +7 +6%
RIA
515
Realta Investment Advisors
Delaware
$9K -$125K -1,570 -93%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$9K
SIAP
517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
BWM
518
BerganKDV Wealth Management
Minnesota
$9K +$478 +6 +5%
FHA
519
First Horizon Advisors
Tennessee
$9K +$2.55K +32 +36%
VAIA
520
Virtus Alternative Investment Advisers
Connecticut
$9K +$9.39K +118 New
CTC
521
Central Trust Company
Missouri
$8K -$1.59K -20 -17%
ARMC
522
American Research & Management Company
Massachusetts
$8K
FPB
523
First PREMIER Bank
South Dakota
$8K
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$8K
EI
525
Ellevest Inc
New York
$8K +$7.01K +88 +1,100%

CHRW Hedge Fund Activity: Q4 2019 in Review

559 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2019, worth a combined $9.83B — down 10% from $11B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of CHRW and 69 opened new positions — a net loss of 15 holders — while 206 trimmed existing stakes and 200 added.

The largest buyer was First Eagle Investment Management, adding an estimated $93.4M. The largest seller was Bank of America, cutting an estimated $389M.

  • 559 institutional investors held C.H. Robinson (CHRW) as of Q4 2019, down from 586 in Q3 2019.
  • Funds reported $9.83B of C.H. Robinson stock for Q4 2019, down 10% quarter-over-quarter.
  • 69 funds opened new C.H. Robinson positions in Q4 2019 and 84 closed out, a net change of -15 holders.
  • The largest C.H. Robinson buyer in Q4 2019 was First Eagle Investment Management, an estimated $93.4M added.
  • The largest C.H. Robinson seller in Q4 2019 was Bank of America, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2019.