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C.H. Robinson

618 hedge funds and large institutions have $13B invested in C.H. Robinson in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 204 increasing their positions, 216 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

141% more call options, than puts

Call options by funds: $279M | Put options by funds: $116M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.46B)

11% more funds holding

Funds holding: 557618 (+61)

1.1% more ownership

Funds ownership: 91.84%92.93% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 216

Holders
618
Holders Change
+61
Holders Change %
+10.95%
% of All Funds
9.51%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
109
Increased
204
Reduced
216
Closed
42
Calls
$279M
Puts
$116M
Net Calls
+$163M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$86K
NF
502
Norwood Financial
Pennsylvania
$82K +$73.3K +755 New
CT
503
Cambridge Trust
Massachusetts
$77K +$69.8K +719 New
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$75.3K +$97 +1 +0.1%
DCM
505
Dupont Capital Management
Delaware
$74K -$94.8K -976 -59%
EWA
506
EverSource Wealth Advisors
Alabama
$73K +$65.5K +674 New
UB
507
UMB Bank
Missouri
$70K +$62.7K +646 New
DAC
508
Dividend Assets Capital
South Carolina
$61K
TWM
509
Tradition Wealth Management
Minnesota
$60K -$9.03K -93 -14%
BWA
510
BDO Wealth Advisors
Florida
$58K
TPCW
511
TD Private Client Wealth
New York
$55.9K -$1.07K -11 -2%
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$50K -$2.46M -25,339 -98%
WTC
513
WhitTier Trust Company
Nevada
$49K
KFI
514
Key Financial Inc
Pennsylvania
$48K
MTIC
515
Missouri Trust & Investment Company
Missouri
$48K +$43.7K +450 New
CCA
516
Catalyst Capital Advisors
New York
$46K +$41.4K +426 New
CCM
517
Covington Capital Management
California
$44K +$15.8K +163 +65%
IA
518
IFP Advisors
Florida
$37K -$107K -1,104 -76%
GWM
519
Geneos Wealth Management
Colorado
$37K
TFA
520
Toth Financial Advisory
Virginia
$36K
BG
521
Bollard Group
Massachusetts
$32K +$97 +1 +0.3%
GAM
522
Gemmer Asset Management
California
$32K +$4.08K +42 +16%
BIA
523
Bell Investment Advisors
California
$30K +$2.72K +28 +11%
TC
524
TAP Consulting
Missouri
$29K +$26.2K +270 New
PWMG
525
Prestige Wealth Management Group
New Jersey
$28K +$4.37K +45 +21%

CHRW Hedge Fund Activity: Q4 2021 in Review

618 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2021, worth a combined $13B — up 23% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CHRW positions and 42 closed out — a net gain of 67 holders — while 204 added to existing stakes and 216 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $52.1M. The largest seller was Marathon Asset Management (UK), cutting an estimated $103M.

  • 618 institutional investors held C.H. Robinson (CHRW) as of Q4 2021, up from 557 in Q3 2021.
  • Funds reported $13B of C.H. Robinson stock for Q4 2021, up 23% quarter-over-quarter.
  • 109 funds opened new C.H. Robinson positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest C.H. Robinson buyer in Q4 2021 was Marshall Wace, an estimated $52.1M added.
  • The largest C.H. Robinson seller in Q4 2021 was Marathon Asset Management (UK), an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.