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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
HA
351
Hamel Associates
New Jersey
$1.73M -$7.3K -750 -0.4%
CWM
352
Concert Wealth Management
California
$1.72M +$170K +17,415 +11%
AF
353
Aldebaran Financial
$1.7M +$321 +33 +0%
B
354
Barings
North Carolina
$1.7M +$114K +11,700 +8%
BA
355
Boston Advisors
Massachusetts
$1.69M -$579K -59,427 -27%
EVC
356
Eidelman Virant Capital
Missouri
$1.69M -$234K -24,000 -13%
GIA
357
GHP Investment Advisors
Colorado
$1.68M +$47.8K +4,914 +3%
TIA
358
Trust Investment Advisors
Indiana
$1.68M +$473K +48,570 +42%
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$208K -21,387 -12%
SIM
360
Sentry Investment Management
Wisconsin
$1.67M -$116K -11,910 -7%
SOADOR
361
State of Alaska Department of Revenue
Alaska
$1.67M +$54.9K +5,640 +4%
BC
362
Bartlett & Co
Ohio
$1.67M -$137K -14,100 -8%
BMM
363
Buffington Mohr McNeal
Idaho
$1.61M +$398K +40,845 +35%
SC
364
Scotia Capital
Ontario, Canada
$1.61M +$592K +60,792 +63%
JIC
365
Johnson Investment Counsel
Ohio
$1.61M +$4.53K +465 +0.3%
DVM
366
Dreman Value Management
Florida
$1.59M -$799K -82,017 -35%
Two Sigma Advisers
367
Two Sigma Advisers
New York
$1.54M +$815K +83,700 +126%
BMC
368
Benin Management Corp
Connecticut
$1.53M
NSIM
369
North Star Investment Management
Illinois
$1.52M -$175K -18,000 -11%
LBC
370
Lowe Brockenbrough & Co
Virginia
$1.52M
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$1.51M -$8.94K -918 -0.6%
CTC
372
Central Trust Company
Missouri
$1.51M -$5.84K -600 -0.4%
DnB Asset Management
373
DnB Asset Management
Norway
$1.48M +$1.41M +144,492 New
Natixis Advisors
374
Natixis Advisors
Massachusetts
$1.48M +$129K +13,227 +10%
CFA
375
Carroll Financial Associates
North Carolina
$1.48M

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.