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C.H. Robinson

580 hedge funds and large institutions have $10.1B invested in C.H. Robinson in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 220 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $217M | Put options by funds: $158M

1.68% more ownership

Funds ownership: 86.24%87.92% (+1.7%)

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

2% less funds holding

Funds holding: 589580 (-9)

13% less capital invested

Capital invested by funds: $11.6B → $10.1B (-$1.47B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 220

Holders
580
Holders Change
-9
Holders Change %
-1.53%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
75
Increased
183
Reduced
220
Closed
80
Calls
$217M
Puts
$158M
Net Calls
+$58.9M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
551
Brandywine Global Investment Management
Pennsylvania
$5K
WT
552
Whittier Trust
California
$5K
MSA
553
Marino Stram & Associates
Massachusetts
$5K +$5.19K +58 New
FCA
554
FinTrust Capital Advisors
South Carolina
$5K +$5.64K +63 New
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$4K
NSIM
556
North Star Investment Management
Illinois
$4K
TWA
557
TCI Wealth Advisors
Arizona
$4K
VNA
558
Valley National Advisers
Pennsylvania
$4K
CAW
559
Cornerstone Advisors (Washington)
Washington
$4K +$2.51K +28 +175%
GWMIA
560
Global Wealth Management Investment Advisory
Florida
$4K +$4.57K +51 New
LC
561
Lindbrook Capital
California
$4K +$5.28K +59 New
CGT
562
Capital Guardian Trust
California
$3K -$786K -8,777 -100%
DAM
563
Delta Asset Management
Tennessee
$3K
FHA
564
Flagship Harbor Advisors
Massachusetts
$3K
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$3K
VFA
566
Valeo Financial Advisors
Indiana
$3K
TFO
567
Tarbox Family Office
California
$3K +$1.52K +17 +81%
SFSIG
568
San Francisco Sentry Investment Group
California
$3K +$3.4K +38 New
GRP
569
Global Retirement Partners
California
$2K -$3.76K -42 -61%
DBT
570
Dubuque Bank & Trust
Iowa
$2K
CA
571
Claro Advisors
Massachusetts
$2K +$1.52K +17 New
PWMG
572
Prestige Wealth Management Group
New Jersey
$2K +$1.7K +19 New
Schroder Investment Management Group
573
Schroder Investment Management Group
United Kingdom
$1.44K +$19.2K +215 +1%
AIA
574
Alera Investment Advisors
Illinois
$1K +$537 +6 New
SIM
575
Sonora Investment Management
Arizona
$1K +$716 +8 New

CHRW Hedge Fund Activity: Q4 2018 in Review

580 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2018, worth a combined $10.1B — down 13% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of CHRW and 75 opened new positions — a net loss of 5 holders — while 220 trimmed existing stakes and 183 added.

The largest buyer was Fidelity Investments, adding an estimated $343M. The largest seller was Capital International Investors, cutting an estimated $84M.

  • 580 institutional investors held C.H. Robinson (CHRW) as of Q4 2018, down from 589 in Q3 2018.
  • Funds reported $10.1B of C.H. Robinson stock for Q4 2018, down 13% quarter-over-quarter.
  • 75 funds opened new C.H. Robinson positions in Q4 2018 and 80 closed out, a net change of -5 holders.
  • The largest C.H. Robinson buyer in Q4 2018 was Fidelity Investments, an estimated $343M added.
  • The largest C.H. Robinson seller in Q4 2018 was Capital International Investors, an estimated $84M sold.

Based on aggregated 13F filings for Q4 2018.