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CSX Corp

869 hedge funds and large institutions have $22.2B invested in CSX Corp in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 316 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $202M | Put options by funds: $137M

3% more ownership

Funds ownership: 200.02%203.03% (+3%)

2% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 316

4% less funds holding

Funds holding: 903869 (-34)

7% less capital invested

Capital invested by funds: $24B → $22.2B (-$1.77B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

Holders
869
Holders Change
-34
Holders Change %
-3.77%
% of All Funds
23.15%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
63
Increased
323
Reduced
316
Closed
82
Calls
$202M
Puts
$137M
Net Calls
+$64.7M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$2.26M -$325K -28,281 -12%
KRS
352
Kentucky Retirement Systems
Kentucky
$2.21M -$253K -21,963 -10%
Creative Planning
353
Creative Planning
Kansas
$2.2M +$240K +20,838 +12%
SIM
354
Sentry Investment Management
Wisconsin
$2.16M +$328K +28,500 +17%
AI
355
Analytic Investors
California
$2.16M -$1.71M -148,629 -43%
Brown Advisory
356
Brown Advisory
Maryland
$2.16M +$163K +14,208 +8%
DADC
357
D.A. Davidson & Co
Montana
$2.13M -$1.23M -106,569 -36%
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$2.12M -$23.9K -2,076 -1%
ANBTV
359
American National Bank & Trust (Virginia)
Virginia
$2.1M +$388K +33,735 +22%
LCOV
360
London Company of Virginia
Virginia
$2.09M
AMI
361
Amica Mutual Insurance
Rhode Island
$2.09M
FNT
362
First National Trust
Pennsylvania
$2.07M +$447K +38,862 +26%
CAN
363
Cetera Advisor Networks
California
$2.07M -$836K -72,657 -28%
DekaBank Deutsche Girozentrale
364
DekaBank Deutsche Girozentrale
Germany
$2.06M +$543K +47,196 +34%
WTB
365
Washington Trust Bank
Washington
$2.05M +$166K +14,421 +8%
Natixis Advisors
366
Natixis Advisors
Massachusetts
$2.04M +$57.8K +5,025 +3%
VKH
367
Virtu KCG Holdings
New York
$2.04M -$597K -51,903 -22%
DILH
368
Dai-ichi Life Holdings
Japan
$2.02M -$199K -17,262 -9%
GIA
369
GHP Investment Advisors
Colorado
$2.02M +$131K +11,418 +7%
FUBT
370
First United Bank & Trust
Maryland
$2.01M +$88.3K +7,680 +4%
SW
371
SVB Wealth
Massachusetts
$2M +$147K +12,822 +8%
Jones Financial Companies
372
Jones Financial Companies
Missouri
$2M -$126K -10,938 -6%
NB
373
Norinchukin Bank
Japan
$1.95M +$2.55K +222 +0.1%
N
374
Natixis
France
$1.93M +$2.01M +174,765 New
RA
375
Rational Advisors
New York
$1.88M +$1.31M +113,922 +202%

CSX Hedge Fund Activity: Q1 2015 in Review

869 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2015, worth a combined $22.2B — down 7.4% from $24B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CSX and 63 opened new positions — a net loss of 19 holders — while 316 trimmed existing stakes and 323 added.

The largest buyer was Wellington Management Group, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $654M.

  • 869 institutional investors held CSX Corp (CSX) as of Q1 2015, down from 903 in Q4 2014.
  • Funds reported $22.2B of CSX Corp stock for Q1 2015, down 7.4% quarter-over-quarter.
  • 63 funds opened new CSX Corp positions in Q1 2015 and 82 closed out, a net change of -19 holders.
  • The largest CSX Corp buyer in Q1 2015 was Wellington Management Group, an estimated $267M added.
  • The largest CSX Corp seller in Q1 2015 was Fidelity Investments, an estimated $654M sold.

Based on aggregated 13F filings for Q1 2015.