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CSX Corp

831 hedge funds and large institutions have $17.5B invested in CSX Corp in 2015 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 291 increasing their positions, 310 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $458M | Put options by funds: $212M

15% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 79

2.14% more ownership

Funds ownership: 206.7%208.84% (+2.1%)

0% more funds holding

Funds holding: 829831 (+2)

3% less capital invested

Capital invested by funds: $18.1B → $17.5B (-$620M)

6% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 310

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
831
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
21.8%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.31%
New
91
Increased
291
Reduced
310
Closed
79
Calls
$458M
Puts
$212M
Net Calls
+$246M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
276
Oakbrook Investments
Illinois
$3.02M -$114K -12,600 -3%
Creative Planning
277
Creative Planning
Kansas
$3.01M +$291K +32,028 +10%
First Manhattan
278
First Manhattan
New York
$3M +$217K +23,925 +7%
HFS
279
HL Financial Services
Kentucky
$2.92M +$311K +34,242 +11%
SS
280
Simplicity Solutions
Minnesota
$2.9M +$3.04M +334,698 New
OC
281
Oppenheimer & Co
New York
$2.88M -$236K -25,989 -7%
OIM
282
Opus Investment Management
Massachusetts
$2.85M +$3M +330,000 New
WAM
283
World Asset Management
Michigan
$2.85M +$45K +4,956 +2%
MOACM
284
Mutual of America Capital Management
New York
$2.84M -$16.2K -1,782 -0.5%
KCM
285
Kornitzer Capital Management
Kansas
$2.83M
MM
286
Midas Management
New York
$2.82M
TBA
287
Train Babcock Advisors
New York
$2.81M +$8.99K +990 +0.3%
LBC
288
Lowe Brockenbrough & Co
Virginia
$2.81M -$241K -26,595 -8%
FCI
289
Financial Counselors Inc
Kansas
$2.77M +$3.38K +372 +0.1%
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$2.77M -$117K -12,900 -4%
First Trust Advisors
291
First Trust Advisors
Illinois
$2.77M +$223K +24,561 +8%
CCM
292
Cohen Capital Management
California
$2.77M
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$2.76M +$179K +19,770 +7%
CIC
294
Carnegie Investment Counsel
Ohio
$2.75M +$1.88M +207,537 +136%
AMIM
295
Aull & Monroe Investment Management
Alabama
$2.69M -$43.6K -4,800 -2%
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$2.63M +$99.7K +10,986 +4%
PAI
297
Pittenger & Anderson Inc
Nebraska
$2.62M +$362K +39,900 +15%
SAM
298
Shell Asset Management
Netherlands
$2.6M -$2.16M -237,594 -44%
TC
299
Trust Company
Kansas
$2.6M +$231K +25,422 +9%
BPM
300
Bronson Point Management
Connecticut
$2.6M -$586K -64,500 -18%

CSX Hedge Fund Activity: Q4 2015 in Review

831 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2015, worth a combined $17.5B — down 3.4% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CSX positions and 79 closed out — a net gain of 12 holders — while 291 added to existing stakes and 310 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $209M. The largest seller was Citadel Advisors, cutting an estimated $201M.

  • 831 institutional investors held CSX Corp (CSX) as of Q4 2015, up from 829 in Q3 2015.
  • Funds reported $17.5B of CSX Corp stock for Q4 2015, down 3.4% quarter-over-quarter.
  • 91 funds opened new CSX Corp positions in Q4 2015 and 79 closed out, a net change of +12 holders.
  • The largest CSX Corp buyer in Q4 2015 was Lazard Asset Management, an estimated $209M added.
  • The largest CSX Corp seller in Q4 2015 was Citadel Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.