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C.H. Robinson
CHRW

588 hedge funds and large institutions have $8.39B invested in C.H. Robinson in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $169M | Put options by funds: $103M

0.65% less ownership

Funds ownership: 94.93% → 94.28% (-0.65%)

8% less funds holding

Funds holding: 641 → 588 (-53)

12% less capital invested

Capital invested by funds: $9.57B → $8.39B (-$1.18B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

45% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 100

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
588
Holders Change
-53
Holders Change %
-8.27%
% of All Funds
8.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
55
Increased
204
Reduced
250
Closed
100
Calls
$169M
Puts
$103M
Net Calls
+$66M
Net Calls Change
-$71.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$210M
2
VanEck Associates
VanEck Associates
New York
+$207M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$157M
4
CAM
Cresset Asset Management
Illinois
+$88.9M
5
Pzena Investment Management
Pzena Investment Management
New York
+$68.3M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$166M
2
Morgan Stanley
Morgan Stanley
New York
-$116M
3
Goldman Sachs
Goldman Sachs
New York
-$85.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$70.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$57.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$3.12K -$78 -1 -2%
AFWM
552
Abich Financial Wealth Management
Virginia
$3.05K +$391 +5 +14%
Acadian Asset Management
553
Acadian Asset Management
Massachusetts
$3K – – –
GRP
554
Global Retirement Partners
California
$2.89K +$1.09K +14 +58%
HI
555
Harbour Investments
Wisconsin
$2.82K -$11.2K -143 -79%
DAM
556
Delta Asset Management
Tennessee
$2.36K – – –
PWMG
557
Private Wealth Management Group
New Jersey
$2.13K -$391 -5 -15%
LTI
558
Laffer Tengler Investments
Tennessee
$2.06K +$2.11K +27 New
HWA
559
HHM Wealth Advisors
Tennessee
$1.94K – – –
National Pension Service
560
National Pension Service
South Korea
$1.83K – – –
CFD
561
Creative Financial Designs
Indiana
$1.52K -$10.2K -130 -87%
VCM
562
Versant Capital Management
Arizona
$1.52K -$547 -7 -26%
ZB
563
Zions Bancorporation
Utah
$1.45K – – –
SIC
564
SJS Investment Consulting
Ohio
$1.37K +$235 +3 +20%
WWP
565
WR Wealth Planners
Missouri
$1.29K +$1.33K +17 New
BF
566
BOK Financial
Oklahoma
$1.25K – – –
TFM
567
TFC Financial Management
Massachusetts
$1.07K +$78 +1 +8%
MFA
568
McClarren Financial Advisors
Pennsylvania
$1K +$78 +1 +9%
GKIM
569
GW&K Investment Management
Massachusetts
$1K +$938 +12 New
CSB
570
City State Bank
Iowa
$1K +$1.41K +18 New
VNA
571
Valley National Advisers
Pennsylvania
$1K +$1.56K +20 New
S
572
Sachetta
Massachusetts
$954 – – –
CTA
573
Colonial Trust Advisors
South Carolina
$914 – – –
DPW
574
DiNuzzo Private Wealth
Pennsylvania
$838 -$469 -6 -35%
GI
575
Gradient Investments
Minnesota
$761 – – –
21 22
23
24 25

CHRW Hedge Fund Activity: Q1 2024 in Review

588 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q1 2024, worth a combined $8.39B — down 12% from $9.57B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CHRW and 55 opened new positions — a net loss of 45 holders — while 250 trimmed existing stakes and 204 added.

The largest buyer was Charles Schwab, adding an estimated $210M. The largest seller was Ancora Advisors, cutting an estimated $166M.

  • 588 institutional investors held C.H. Robinson (CHRW) as of Q1 2024, down from 641 in Q4 2023.
  • Funds reported $8.39B of C.H. Robinson stock for Q1 2024, down 12% quarter-over-quarter.
  • 55 funds opened new C.H. Robinson positions in Q1 2024 and 100 closed out, a net change of -45 holders.
  • The largest C.H. Robinson buyer in Q1 2024 was Charles Schwab, an estimated $210M added.
  • The largest C.H. Robinson seller in Q1 2024 was Ancora Advisors, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2024.