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C.H. Robinson
CHRW

562 hedge funds and large institutions have $13.1B invested in C.H. Robinson in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 162 increasing their positions, 243 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $401M | Put options by funds: $191M

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

29% more capital invested

Capital invested by funds: $10.1B → $13.1B (+$2.94B)

3% more funds holding

Funds holding: 548 → 562 (+14)

0.3% less ownership

Funds ownership: 95.23% → 94.92% (-0.3%)

33% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 243

Holders
562
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
11.34%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
75
Increased
162
Reduced
243
Closed
58
Calls
$401M
Puts
$191M
Net Calls
+$209M
Net Calls Change
+$68.5M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
Citadel Advisors
Citadel Advisors
Florida
+$103M
3
UH
Unigestion Holding
Switzerland
+$48.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$40.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$56.8M
2
Morgan Stanley
Morgan Stanley
New York
-$49M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$47.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$45.1M
5
MPI
Mairs & Power Inc
Minnesota
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
– -$73K -928 Closed
CG
602
Cutler Group
California
– -$82K -873 Closed
OCM
603
Ovata Capital Management
Hong Kong
– -$25K -320 Closed
HR
604
Howe & Rusling
New York
– -$17K -220 Closed
OPS
605
Orion Portfolio Solutions
Nebraska
– -$16K -202 Closed
EWM
606
Edge Wealth Management
New York
– -$16K -200 Closed
HPC
607
HM Payson & Co
Maine
– -$16K -200 Closed
PB
608
Pinnacle Bancorp
Nebraska
– -$11K -139 Closed
CFG
609
Citizens Financial Group
Rhode Island
– -$10K -130 Closed
PWP
610
Principle Wealth Partners
Connecticut
– -$10K -125 Closed
BL
611
Balentine LLC
Georgia
– -$8K -107 Closed
ARMC
612
American Research & Management Company
Massachusetts
– -$8K -100 Closed
FPB
613
First PREMIER Bank
South Dakota
– -$8K -100 Closed
EWP
614
Engrave Wealth Partners
Texas
– -$6K -86 Closed
TFA
615
Transamerica Financial Advisors
Florida
– -$7K -84 Closed
KPW
616
Kore Private Wealth
New York
– -$6K -83 Closed
CS
617
Candriam SCA
Luxembourg
– -$1K -11 Closed
MCM
618
Manchester Capital Management
Vermont
– +$376 +4 New
21 22 23 24
25

CHRW Hedge Fund Activity: Q3 2020 in Review

562 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q3 2020, worth a combined $13.1B — up 29% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CHRW positions and 58 closed out — a net gain of 17 holders — while 162 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was ClearBridge Investments, cutting an estimated $56.8M.

  • 562 institutional investors held C.H. Robinson (CHRW) as of Q3 2020, up from 548 in Q2 2020.
  • Funds reported $13.1B of C.H. Robinson stock for Q3 2020, up 29% quarter-over-quarter.
  • 75 funds opened new C.H. Robinson positions in Q3 2020 and 58 closed out, a net change of +17 holders.
  • The largest C.H. Robinson buyer in Q3 2020 was Bank of America, an estimated $199M added.
  • The largest C.H. Robinson seller in Q3 2020 was ClearBridge Investments, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2020.