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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
351
J.W. Burns & Co
New York
$1.8M +$31.2K +3,486 +2%
TAM
352
Taurus Asset Management
New York
$1.76M -$1.08M -120,600 -40%
BC
353
Bartlett & Co
Ohio
$1.74M -$159K -17,778 -9%
BC
354
Barnett & Company
Tennessee
$1.69M +$292K +32,550 +23%
AIM
355
Acuity Investment Management
Ontario, Canada
$1.69M +$1.58M +176,400 New
Brown Advisory
356
Brown Advisory
Maryland
$1.68M
SIM
357
Sentry Investment Management
Wisconsin
$1.67M +$215K +24,000 +16%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$1.66M -$25.4K -2,838 -2%
SOADOR
359
State of Alaska Department of Revenue
Alaska
$1.64M
FAAS
360
First Allied Advisory Services
California
$1.64M +$66.6K +7,437 +5%
BMC
361
Benin Management Corp
Connecticut
$1.63M -$691K -77,100 -31%
FUBT
362
First United Bank & Trust
Maryland
$1.63M +$33.1K +3,690 +2%
HA
363
Hamel Associates
New Jersey
$1.63M +$1.52M +169,590 New
SWA
364
SFMG Wealth Advisors
Texas
$1.63M +$10.3K +1,149 +0.7%
VKH
365
Virtu KCG Holdings
New York
$1.62M -$567K -63,291 -27%
MM
366
Midas Management
New York
$1.58M +$564K +63,000 +62%
BP
367
Banyan Partners
Florida
$1.56M -$2.96K -330 -0.2%
CWM
368
Concert Wealth Management
California
$1.56M +$30.1K +3,354 +2%
JIC
369
Johnson Investment Counsel
Ohio
$1.54M -$9.84K -1,098 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
370
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M +$626K +69,843 +86%
GIA
371
GHP Investment Advisors
Colorado
$1.54M +$47.7K +5,319 +3%
CANY
372
Caxton Associates (New York)
New York
$1.54M +$1.44M +160,254 New
PAM
373
Paradigm Asset Management
New York
$1.52M -$72.6K -8,100 -5%
AF
374
Aldebaran Financial
$1.51M +$1.41M +157,581 New
AIM
375
Aspen Investment Management
Michigan
$1.48M -$186K -20,790 -12%

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.