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CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NLI
301
Nippon Life Insurance
Japan
$2.71M +$214K +21,990 +9%
SSWM
302
Smith Salley Wealth Management
North Carolina
$2.68M +$360K +37,023 +17%
LMGAM
303
Liberty Mutual Group Asset Management
Massachusetts
$2.67M +$11.8K +1,215 +0.5%
GIM
304
Groesbeck Investment Management
New Jersey
$2.65M -$84.5K -8,682 -3%
MCM
305
Murphy Capital Management
New Jersey
$2.58M +$70.1K +7,200 +3%
HFS
306
HL Financial Services
Kentucky
$2.56M -$172K -17,649 -7%
PCM
307
Parsons Capital Management
Rhode Island
$2.5M +$42.1K +4,320 +2%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$2.46M +$438K +44,955 +23%
HAI
309
Hennessy Advisors Inc
California
$2.43M +$175K +18,000 +8%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$2.43M -$32.1K -3,300 -1%
CIC
311
Carnegie Investment Counsel
Ohio
$2.43M +$194K +19,950 +9%
CCM
312
Coldstream Capital Management
Washington
$2.39M +$68.3K +7,014 +3%
DC
313
Deere & Company
Illinois
$2.38M
HFM
314
Hartford Financial Management
Connecticut
$2.38M +$73.3K +7,524 +3%
BC
315
Burney Company
Virginia
$2.38M -$212K -21,744 -9%
Robeco Institutional Asset Management
316
Robeco Institutional Asset Management
Netherlands
$2.31M +$298K +30,603 +16%
JWBC
317
J.W. Burns & Co
New York
$2.31M -$24K -2,469 -1%
MIU
318
Man Investments (UK)
United Kingdom
$2.29M -$15.7K -1,617 -0.7%
Marshall Wace
319
Marshall Wace
United Kingdom
$2.28M +$2.16M +222,072 New
AIC
320
Aurora Investment Counsel
Georgia
$2.25M -$29.7K -3,048 -1%
N
321
Nuveen
North Carolina
$2.24M -$172K -17,685 -8%
IC
322
InterOcean Capital
Illinois
$2.22M +$477K +49,005 +29%
TCT
323
TIAA CREF Trust
Missouri
$2.19M +$49.7K +5,109 +2%
LI
324
Longer Investments
Arkansas
$2.15M +$2.04M +209,550 New
MC
325
Mathes Company
New York
$2.14M +$42.4K +4,350 +2%

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.