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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CONA
351
Capital One National Association
New York
$1.79M -$159K -17,163 -8%
FMWA
352
Forvis Mazars Wealth Advisors
Missouri
$1.77M +$98.3K +10,599 +6%
SIG
353
Schooner Investment Group
Pennsylvania
$1.74M +$1.67M +180,000 New
BC
354
Barnett & Company
Tennessee
$1.74M +$30.6K +3,300 +2%
KJHP
355
K.J. Harrison & Partners
Ontario, Canada
$1.73M
WSCM
356
Wellington Shields Capital Management
New York
$1.73M -$793K -85,488 -32%
Brown Advisory
357
Brown Advisory
Maryland
$1.72M +$33.7K +3,633 +2%
FUBT
358
First United Bank & Trust
Maryland
$1.71M +$66K +7,119 +4%
BC
359
Bartlett & Co
Ohio
$1.7M -$44.7K -4,815 -3%
LPT
360
Legacy Private Trust
Wisconsin
$1.7M +$264K +28,431 +19%
FAAS
361
First Allied Advisory Services
California
$1.68M +$37.5K +4,038 +2%
SIM
362
Sentry Investment Management
Wisconsin
$1.68M
CA
363
Cullinan Associates
Kentucky
$1.68M +$240K +25,905 +17%
PAG
364
Private Advisor Group
New Jersey
$1.67M -$184K -19,812 -10%
SWA
365
SFMG Wealth Advisors
Texas
$1.65M +$8.18K +882 +0.5%
HA
366
Hamel Associates
New Jersey
$1.64M
IC
367
InterOcean Capital
Illinois
$1.61M -$551K -59,448 -26%
NSIM
368
North Star Investment Management
Illinois
$1.6M +$111K +12,000 +8%
AF
369
Aldebaran Financial
$1.6M +$76.8K +8,280 +5%
TCM
370
Telos Capital Management
California
$1.58M +$280K +30,189 +23%
GIA
371
GHP Investment Advisors
Colorado
$1.53M -$12.6K -1,356 -0.8%
CWM
372
Concert Wealth Management
California
$1.51M -$39.3K -4,242 -3%
SOADOR
373
State of Alaska Department of Revenue
Alaska
$1.51M -$135K -14,520 -8%
JIC
374
Johnson Investment Counsel
Ohio
$1.51M -$45.9K -4,950 -3%
AIM
375
Aspen Investment Management
Michigan
$1.5M +$6.4K +690 +0.4%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.