We are live on ! Find out more
CHRW icon

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
HWM
551
HighMark Wealth Management
Minnesota
$5K -$877 -9 -14%
CWP
552
Concord Wealth Partners
Virginia
$5K -$487 -5 -9%
FHC
553
First Horizon Corporation
Tennessee
$5K
GCM
554
Gables Capital Management
Florida
$5K
LWA
555
Lenox Wealth Advisors
New York
$5K
NSIM
556
North Star Investment Management
Illinois
$5K
GWMIA
557
Global Wealth Management Investment Advisory
Florida
$4K
JWM
558
Janiczek Wealth Management
Colorado
$4K
GWS
559
Glassman Wealth Services
Virginia
$4K +$195 +2 +5%
NFG
560
Next Financial Group
Texas
$4K +$487 +5 +14%
AIG
561
American International Group
New York
$3.82K -$15.1M -154,876 -79%
HWMA
562
Heritage Wealth Management (Arizona)
Arizona
$3K
PMFA
563
Plante Moran Financial Advisors
Michigan
$3K
SL
564
Savior LLC
Massachusetts
$3K
VCM
565
Versant Capital Management
Arizona
$3K +$292 +3 +10%
TFGT
566
TS Financial Group (TSFG)
Illinois
$3K +$1.46K +15 +107%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.56K +16 +84%
PCG
568
Private Capital Group
Connecticut
$2K -$3.02K -31 -56%
HFS
569
Hantz Financial Services
Michigan
$2K -$2.44K -25 -60%
AP
570
Atwood & Palmer
Missouri
$2K
CFD
571
Creative Financial Designs
Indiana
$2K
KFP
572
KB Financial Partners
New Jersey
$2K
TFO
573
Tarbox Family Office
California
$2K
WQ
574
Wealth Quarterback
New Jersey
$2K +$1.46K +15 New
Nisa Investment Advisors
575
Nisa Investment Advisors
Missouri
$1.69K -$732K -7,505 -29%

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.