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C.H. Robinson
CHRW

580 hedge funds and large institutions have $10.1B invested in C.H. Robinson in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 220 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $217M | Put options by funds: $158M

1.68% more ownership

Funds ownership: 86.24% → 87.92% (+1.7%)

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

2% less funds holding

Funds holding: 589 → 580 (-9)

13% less capital invested

Capital invested by funds: $11.6B → $10.1B (-$1.47B)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

17% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 220

Holders
580
Holders Change
-9
Holders Change %
-1.53%
% of All Funds
12.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
75
Increased
183
Reduced
220
Closed
80
Calls
$217M
Puts
$158M
Net Calls
+$58.9M
Net Calls Change
+$80.1M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$33.4M
3
Northern Trust
Northern Trust
Illinois
+$33.4M
4
BlackRock
BlackRock
New York
+$29M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$84M
2
EVM
Eaton Vance Management
Massachusetts
-$56.9M
3
Bank of America
Bank of America
North Carolina
-$48.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$41.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
651
Wilbanks Smith & Thomas Asset Management
Virginia
– -$20K -200 Closed
FAM
652
Fred Alger Management
New York
– -$14K -144 Closed
KJWM
653
Kiley Juergens Wealth Management
Washington
– -$11K -122 Closed
FHA
654
First Horizon Advisors
Tennessee
– -$9K -107 Closed
SCM
655
Southport Capital Management
Tennessee
– -$8K -83 Closed
M
656
MOTCO
Texas
– -$6K -57 Closed
KF
657
Krilogy Financial
Missouri
– -$5K -56 Closed
SWMG
658
Signature Wealth Management Group
Georgia
– -$3K -40 Closed
AWM
659
Avior Wealth Management
Nebraska
– -$3.31K -37 Closed
CFD
660
Creative Financial Designs
Indiana
– -$2K -20 Closed
AC
661
Avestar Capital
New York
– +$179 +2 +25%
23 24 25 26
27

CHRW Hedge Fund Activity: Q4 2018 in Review

580 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q4 2018, worth a combined $10.1B — down 13% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of CHRW and 75 opened new positions — a net loss of 5 holders — while 220 trimmed existing stakes and 183 added.

The largest buyer was Fidelity Investments, adding an estimated $343M. The largest seller was Capital International Investors, cutting an estimated $84M.

  • 580 institutional investors held C.H. Robinson (CHRW) as of Q4 2018, down from 589 in Q3 2018.
  • Funds reported $10.1B of C.H. Robinson stock for Q4 2018, down 13% quarter-over-quarter.
  • 75 funds opened new C.H. Robinson positions in Q4 2018 and 80 closed out, a net change of -5 holders.
  • The largest C.H. Robinson buyer in Q4 2018 was Fidelity Investments, an estimated $343M added.
  • The largest C.H. Robinson seller in Q4 2018 was Capital International Investors, an estimated $84M sold.

Based on aggregated 13F filings for Q4 2018.