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C.H. Robinson
CHRW

629 hedge funds and large institutions have $10.2B invested in C.H. Robinson in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 199 increasing their positions, 260 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $287M | Put options by funds: $115M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.95% more ownership

Funds ownership: 92.31% → 95.26% (+2.9%)

3% less funds holding

Funds holding: 651 → 629 (-22)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$833M)

11% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 87

23% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 260

Holders
629
Holders Change
-22
Holders Change %
-3.38%
% of All Funds
10.11%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
77
Increased
199
Reduced
260
Closed
87
Calls
$287M
Puts
$115M
Net Calls
+$172M
Net Calls Change
-$77.2M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$75.8M
2
CCP
Clarkston Capital Partners
Michigan
+$75.5M
3
AssetMark Inc
AssetMark Inc
California
+$39.6M
4
UBS AM
UBS AM
Illinois
+$28.5M
5
Barclays
Barclays
United Kingdom
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$83.6M
2
BlackRock
BlackRock
New York
-$82.9M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$60.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$54.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
601
Sargent Bickham Lagudis
Colorado
$1.92K – – –
TC
602
Truvestments Capital
Florida
$1.83K +$1.9K +20 New
IAA
603
Independent Advisor Alliance
North Carolina
$1.8K +$95 +1 +0%
MFT
604
Moisand Fitzgerald Tamayo
Florida
$1.65K – – –
EE
605
EWG Elevate
California
$1.56K +$1.62K +17 New
AWM
606
Abound Wealth Management
Tennessee
$1.37K – – –
AAP
607
Arax Advisory Partners
Colorado
$1.19K +$95 +1 +8%
AF
608
Affiance Financial
Minnesota
$1.01K +$1.05K +11 New
SC
609
Sierra Capital
Florida
$1K – – –
MFA
610
McClarren Financial Advisors
Pennsylvania
$1K +$1.05K +11 New
EBA
611
Eagle Bay Advisors
New York
$916 – – –
TFM
612
TFC Financial Management
Massachusetts
$824 – – –
BWAM
613
Boyd Watterson Asset Management
Ohio
$824 +$857 +9 New
MSCM
614
McElhenny Sheffield Capital Management
Texas
$732 +$762 +8 New
BAAM
615
Baker Avenue Asset Management
California
$641 +$667 +7 New
ECM
616
Everence Capital Management
Indiana
$556 – – –
FSWA
617
Financial Synergies Wealth Advisors
Texas
$367 – – –
TWD
618
True Wealth Design
Ohio
$366 +$381 +4 New
MPCL
619
My Personal CFO LLC
Washington
$275 +$286 +3 New
ACA
620
Atlas Capital Advisors
Wyoming
$274 – – –
LF
621
Lee Financial
Texas
$183 – – –
SWA
622
SOA Wealth Advisors
New York
$94 – – –
TAM
623
Tucker Asset Management
Colorado
$92 – – –
WIM
624
Westside Investment Management
California
$27 +$28.7K +301 New
CMP
625
Coston McIsaac & Partners
Maine
$9 – – –
23 24
25
26 27

CHRW Hedge Fund Activity: Q4 2022 in Review

629 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2022, worth a combined $10.2B — down 7.6% from $11B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of CHRW and 77 opened new positions — a net loss of 10 holders — while 260 trimmed existing stakes and 199 added.

The largest buyer was Millennium Management, adding an estimated $75.8M. The largest seller was Bank of America, cutting an estimated $83.6M.

  • 629 institutional investors held C.H. Robinson (CHRW) as of Q4 2022, down from 651 in Q3 2022.
  • Funds reported $10.2B of C.H. Robinson stock for Q4 2022, down 7.6% quarter-over-quarter.
  • 77 funds opened new C.H. Robinson positions in Q4 2022 and 87 closed out, a net change of -10 holders.
  • The largest C.H. Robinson buyer in Q4 2022 was Millennium Management, an estimated $75.8M added.
  • The largest C.H. Robinson seller in Q4 2022 was Bank of America, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2022.