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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
KPW
526
Kore Private Wealth
New York
$8K +$8.6K +108 New
VCP
527
Verus Capital Partners
Arizona
$7K +$6.77K +85 New
SLF
528
Sun Life Financial
Ontario, Canada
$6K -$2.39K -30 -27%
EWP
529
Engrave Wealth Partners
Texas
$6K +$6.61K +83 New
FMII
530
Farmers & Merchants Investments Inc
Nebraska
$5K
LC
531
Lindbrook Capital
California
$5K
ETC
532
Exchange Traded Concepts
Oklahoma
$5K +$4.78K +60 New
FCH
533
Freestone Capital Holdings
Washington
$4.07K -$223K -2,795 -5%
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$4K -$478 -6 -12%
CI
535
CX Institutional
Indiana
$4K
NSIM
536
North Star Investment Management
Illinois
$4K
VNA
537
Valley National Advisers
Pennsylvania
$4K
IA
538
IndexIQ Advisors
New York
$4K +$3.58K +45 New
DAM
539
Delta Asset Management
Tennessee
$3K
FRA
540
Front Row Advisors
California
$3K
TWA
541
TCI Wealth Advisors
Arizona
$3K
TCOV
542
Trust Company of Vermont
Vermont
$3K
VCM
543
Versant Capital Management
Arizona
$3K
FHA
544
Flagship Harbor Advisors
Massachusetts
$3K +$80 +1 +3%
SL
545
Savior LLC
Massachusetts
$3K +$2.87K +36 New
Lazard Asset Management
546
Lazard Asset Management
New York
$3K +$4.06K +51 New
GI
547
Gradient Investments
Minnesota
$2K -$3.5K -44 -64%
TFO
548
Tarbox Family Office
California
$2K -$1.35K -17 -45%
PCG
549
Private Capital Group
Connecticut
$2K -$1.03K -13 -31%
PA
550
Procyon Advisors
Connecticut
$2K +$2.07K +26 New

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.