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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
LC
551
Lindbrook Capital
California
$4K
TWA
552
TCI Wealth Advisors
Arizona
$4K
VNA
553
Valley National Advisers
Pennsylvania
$4K
SIM
554
Sonora Investment Management
Arizona
$4K +$4.21K +50 New
FHA
555
First Horizon Advisors
Tennessee
$4K +$5.38K +64 New
CFG
556
Citizens Financial Group
Rhode Island
$3K -$5.05K -60 -63%
CAW
557
Cornerstone Advisors (Washington)
Washington
$3K -$757 -9 -18%
DAM
558
Delta Asset Management
Tennessee
$3K
FHA
559
Flagship Harbor Advisors
Massachusetts
$3K
TFO
560
Tarbox Family Office
California
$3K
TCOV
561
Trust Company of Vermont
Vermont
$3K
VFA
562
Valeo Financial Advisors
Indiana
$3K
VCM
563
Versant Capital Management
Arizona
$3K
CFA
564
Camarda Financial Advisors
Florida
$2K +$1.68K +20 New
GRP
565
Global Retirement Partners
California
$1K -$1.43K -17 -63%
Fidelity International
566
Fidelity International
Bermuda
$1K
GSWM
567
Golden State Wealth Management
California
$1K
MA
568
MUFG Americas
New York
$1K
TFGT
569
TS Financial Group (TSFG)
Illinois
$1K
FGAM
570
Financial Gravity Asset Management
Texas
$1K +$168 +2 +40%
WAS
571
Winch Advisory Services
Wisconsin
$1K +$757 +9 New
FRA
572
Front Row Advisors
California
$1K +$1.35K +16 New
SWA
573
Sutton Wealth Advisors
Florida
$675
CPIA
574
Cornell Pochily Investment Advisors
New York
$270 +$252 +3 +0.1%
UB
575
UMB Bank
Missouri
$215 +$214K +2,546 New

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.