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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$201 -24 -0%
AIM
352
Aspen Investment Management
Michigan
$1.5M
Brown Advisory
353
Brown Advisory
Maryland
$1.5M +$44.2K +5,268 +3%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$1.48M -$255K -30,417 -15%
SOADOR
355
State of Alaska Department of Revenue
Alaska
$1.47M -$1.76K -210 -0.1%
SWA
356
SFMG Wealth Advisors
Texas
$1.44M +$1.41M +168,333 New
FM
357
Forward Management
California
$1.44M -$1.61M -192,000 -53%
PAM
358
Paradigm Asset Management
New York
$1.43M -$80.6K -9,600 -5%
FUBT
359
First United Bank & Trust
Maryland
$1.42M +$629K +74,910 +82%
HI
360
HBK Investments
Texas
$1.42M -$3.66M -435,900 -73%
CTC
361
Central Trust Company
Missouri
$1.41M -$1.74K -207 -0.1%
BP
362
Banyan Partners
Florida
$1.4M -$929K -110,718 -40%
JIC
363
Johnson Investment Counsel
Ohio
$1.39M +$78.4K +9,339 +6%
FAAS
364
First Allied Advisory Services
California
$1.39M +$94.5K +11,265 +7%
CWM
365
Concert Wealth Management
California
$1.37M +$306K +36,459 +30%
GIA
366
GHP Investment Advisors
Colorado
$1.33M +$49.9K +5,949 +4%
NSIM
367
North Star Investment Management
Illinois
$1.32M -$50.4K -6,000 -4%
BHWM
368
Bar Harbor Wealth Management
New Hampshire
$1.32M +$46.1K +5,487 +4%
ACM
369
AKRE Capital Management
Virginia
$1.31M
CG
370
Clinton Group
New York
$1.3M +$1.27M +151,146 New
PIA
371
Piedmont Investment Advisors
North Carolina
$1.3M +$1.25M +149,460 +10,147%
SIM
372
Sentry Investment Management
Wisconsin
$1.29M +$365K +43,500 +41%
ZCM
373
Ziegler Capital Management
Illinois
$1.28M -$563K -67,035 -31%
SKK
374
Shepherd Kaplan Krochuk
Massachusetts
$1.27M
ClearBridge Investments
375
ClearBridge Investments
New York
$1.26M +$2.42K +288 +0.2%

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.