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C.H. Robinson

618 hedge funds and large institutions have $13B invested in C.H. Robinson in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 204 increasing their positions, 216 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

141% more call options, than puts

Call options by funds: $279M | Put options by funds: $116M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.46B)

11% more funds holding

Funds holding: 557618 (+61)

1.1% more ownership

Funds ownership: 91.84%92.93% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 216

Holders
618
Holders Change
+61
Holders Change %
+10.95%
% of All Funds
9.51%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
109
Increased
204
Reduced
216
Closed
42
Calls
$279M
Puts
$116M
Net Calls
+$163M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
576
Janiczek Wealth Management
Colorado
$5K +$583 +6 +14%
APF
577
Alaska Permanent Fund
Alaska
$5K +$4.57K +47 New
FPWM
578
FSB Premier Wealth Management
Iowa
$5K +$4.86K +50 New
Walleye Trading
579
Walleye Trading
New York
$5K +$4.86K +50 New
AWA
580
Amplius Wealth Advisors
Pennsylvania
$5K +$5.15K +53 New
PMFA
581
Plante Moran Financial Advisors
Michigan
$4K
TFGT
582
TS Financial Group (TSFG)
Illinois
$3K
VCM
583
Versant Capital Management
Arizona
$3K
KFP
584
KB Financial Partners
New Jersey
$3K +$2.52K +26 New
JWA
585
JFS Wealth Advisors
Pennsylvania
$3K +$2.62K +27 New
SFM
586
Signet Financial Management
New Jersey
$3K +$2.82K +29 New
LTI
587
Laffer Tengler Investments
Tennessee
$2.18K
ZB
588
Zions Bancorporation
Utah
$2K -$2.62K -27 -55%
EBA
589
Eagle Bay Advisors
New York
$2K -$1.55K -16 -50%
AP
590
Atwood & Palmer
Missouri
$2K
FPS
591
Fieldpoint Private Securities
Connecticut
$2K
MA
592
MUFG Americas
New York
$2K
PCG
593
Private Capital Group
Connecticut
$2K
TFO
594
Tarbox Family Office
California
$2K
VNA
595
Valley National Advisers
Pennsylvania
$2K +$486 +5 +50%
AAP
596
Arax Advisory Partners
Colorado
$2K +$971 +10 +143%
SBL
597
Sargent Bickham Lagudis
Colorado
$2K +$2.04K +21 New
SC
598
Schubert & Co
Texas
$2K +$2.14K +22 New
HFS
599
Hantz Financial Services
Michigan
$1K
TFM
600
TFC Financial Management
Massachusetts
$1K

CHRW Hedge Fund Activity: Q4 2021 in Review

618 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2021, worth a combined $13B — up 23% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CHRW positions and 42 closed out — a net gain of 67 holders — while 204 added to existing stakes and 216 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $52.1M. The largest seller was Marathon Asset Management (UK), cutting an estimated $103M.

  • 618 institutional investors held C.H. Robinson (CHRW) as of Q4 2021, up from 557 in Q3 2021.
  • Funds reported $13B of C.H. Robinson stock for Q4 2021, up 23% quarter-over-quarter.
  • 109 funds opened new C.H. Robinson positions in Q4 2021 and 42 closed out, a net change of +67 holders.
  • The largest C.H. Robinson buyer in Q4 2021 was Marshall Wace, an estimated $52.1M added.
  • The largest C.H. Robinson seller in Q4 2021 was Marathon Asset Management (UK), an estimated $103M sold.

Based on aggregated 13F filings for Q4 2021.