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C.H. Robinson

588 hedge funds and large institutions have $11.3B invested in C.H. Robinson in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 194 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $220M | Put options by funds: $67.9M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 583588 (+5)

3% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$295M)

2.02% less ownership

Funds ownership: 92.96%90.94% (-2%)

14% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 226

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
588
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
10.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
194
Reduced
226
Closed
54
Calls
$220M
Puts
$67.9M
Net Calls
+$152M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
526
Iron Horse Wealth Management
Iowa
$19K
TH
527
TCTC Holdings
Texas
$19K
CI
528
CX Institutional
Indiana
$19K +$4.48K +46 +28%
ANBT
529
American National Bank & Trust
Texas
$18K -$628K -6,446 -97%
SI
530
Stephens Inc
Arkansas
$17K -$2.34K -24 -12%
EI
531
Ellevest Inc
New York
$15K -$27.9K -286 -64%
CFFP
532
Center for Financial Planning
Michigan
$14K -$4.58K -47 -24%
WT
533
Washington Trust
Rhode Island
$14K
LC
534
Lindbrook Capital
California
$13K -$487 -5 -4%
BWM
535
BerganKDV Wealth Management
Minnesota
$13K
CCC
536
Crescent Capital Consulting
Louisiana
$13K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$12K -$390 -4 -3%
EARNEST Partners
538
EARNEST Partners
Georgia
$12K
SIAP
539
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
EWM
540
Evermay Wealth Management
Virginia
$12K +$12.2K +125 New
APA
541
American Portfolios Advisors
New York
$11.4K -$4K -41 -25%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$195 -2 -2%
HR
543
Howe & Rusling
New York
$11K +$2.24K +23 +26%
EW
544
Evoke Wealth
California
$10K -$5.26K -54 -34%
CP
545
Castleview Partners
Texas
$10K +$10.3K +106 New
RE
546
RBC Europe
United Kingdom
$9.93K
ACA
547
Atlas Capital Advisors
Wyoming
$9.65K +$292 +3 +3%
DOA
548
D'Orazio & Associates
Virginia
$9K
SWA
549
Sutton Wealth Advisors
Florida
$6.93K
FI
550
FormulaFolio Investments
Michigan
$6K

CHRW Hedge Fund Activity: Q2 2021 in Review

588 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2021, worth a combined $11.3B — down 2.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CHRW positions and 54 closed out — a net gain of 10 holders — while 194 added to existing stakes and 226 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $115M. The largest seller was Invesco, cutting an estimated $85M.

  • 588 institutional investors held C.H. Robinson (CHRW) as of Q2 2021, up from 583 in Q1 2021.
  • Funds reported $11.3B of C.H. Robinson stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 64 funds opened new C.H. Robinson positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest C.H. Robinson buyer in Q2 2021 was Morgan Stanley, an estimated $115M added.
  • The largest C.H. Robinson seller in Q2 2021 was Invesco, an estimated $85M sold.

Based on aggregated 13F filings for Q2 2021.