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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
PAG
626
Private Advisor Group
New Jersey
– -$403K -4,667 Closed
CWM
627
Cornerstone Wealth Management
Missouri
– -$366K -4,242 Closed
GAM
628
Groupama Asset Management
France
– -$2.16K -4,164 Closed
MIS
629
Morningstar Investment Services
Illinois
– -$347K -3,989 Closed
LAM
630
LECAP Asset Management
United Kingdom
– -$340K -3,936 Closed
OR
631
Olympiad Research
Connecticut
– -$333K -3,856 Closed
PCM
632
Prelude Capital Management
New York
– -$333K -3,856 Closed
GS
633
GTS Securities
New York
– -$280K -3,578 Closed
FFO
634
Fiduciary Family Office
Florida
– -$281K -3,251 Closed
LCM
635
Landscape Capital Management
New Jersey
– -$277K -3,206 Closed
PFS
636
Prospera Financial Services
Texas
– -$274K -3,173 Closed
PJWM
637
Philip James Wealth Mangement
Georgia
– -$270K -3,125 Closed
HWM
638
HB Wealth Management
Georgia
– -$268K -3,100 Closed
NRD
639
Nebula Research & Development
New York
– -$259K -2,994 Closed
NC
640
NewSquare Capital
Pennsylvania
– -$256K -2,969 Closed
OA
641
Oracle Alpha
Ontario, Canada
– -$248K -2,866 Closed
FTDI
642
First Trust Direct Indexing
Massachusetts
– -$244K -2,826 Closed
PAS
643
Park Avenue Securities
New York
– -$237K -2,746 Closed
KAS
644
Kestra Advisory Services
Texas
– -$235K -2,715 Closed
Public Sector Pension Investment Board (PSP Investments)
645
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$226K -2,616 Closed
IC
646
IEQ Capital
California
– -$223K -2,586 Closed
FL
647
Fort LP
Maryland
– -$223K -2,578 Closed
HT
648
Headlands Technologies
Illinois
– -$223K -2,576 Closed
SW
649
SVB Wealth
Massachusetts
– -$217K -2,509 Closed
BCM
650
Bayesian Capital Management
New York
– -$217K -2,507 Closed
24 25
26
27 28

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.