We are live on ! Find out more
CHRW icon

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
PB
526
Pinnacle Bancorp
Nebraska
$12K
MUS
527
Mitsubishi UFJ Securities
Japan
$11K
SIAP
528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
GWS
529
Glassman Wealth Services
Virginia
$11K +$252 +3 +2%
BWM
530
BerganKDV Wealth Management
Minnesota
$10K -$126K -1,500 -93%
EARNEST Partners
531
EARNEST Partners
Georgia
$10K
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CFB
533
Cullen/Frost Bankers
Texas
$10K +$10.3K +123 New
SLF
534
Sun Life Financial
Ontario, Canada
$9K -$10.3K -122 -52%
AIM
535
Advantage Investment Management
Iowa
$9K +$8.49K +101 New
ARMC
536
American Research & Management Company
Massachusetts
$8K -$8.41K -100 -50%
CTC
537
Central Trust Company
Missouri
$8K
IBOK
538
Independence Bank of Kentucky
Kentucky
$8K
TA
539
TCG Advisors
Texas
$8K
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$8K
TFA
541
Transamerica Financial Advisors
Florida
$8K +$7.23K +86 New
LWM
542
Liberty Wealth Management
California
$7K -$16.7K -199 -69%
CB
543
CNB Bank
Pennsylvania
$7K
PFBT
544
Parkside Financial Bank & Trust
Missouri
$7K +$1.18K +14 +19%
PCG
545
Private Capital Group
Connecticut
$7K +$4.63K +55 +190%
AC
546
Avestar Capital
New York
$7K +$7.82K +93 +930%
FCH
547
Freestone Capital Holdings
Washington
$5.57K +$5.56M +66,055 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$5K +$84 +1 +2%
CI
549
CX Institutional
Indiana
$5K +$1.85K +22 +67%
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$4K

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.