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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
$2.32M +$97.8K +5,232 +4%
BCWM
352
Bartlett & Co Wealth Management
Ohio
$2.29M +$2.3M +123,288 New
BC
353
Bartlett & Co
Ohio
$2.29M -$79.6K -4,260 -3%
OAM
354
Oxford Asset Management
United Kingdom
$2.29M +$2.3M +123,063 New
KL
355
KGH Ltd
Bahamas
$2.23M +$2.24M +120,000 New
SPC
356
Sigma Planning Corp
Michigan
$2.21M +$69.3K +3,708 +3%
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
$2.2M +$1.26M +67,623 +133%
IG
358
ING Group
Netherlands
$2.19M -$115K -6,138 -5%
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$2.19M +$406K +21,720 +23%
IFWM
360
Institute for Wealth Management
Colorado
$2.16M +$257K +13,743 +14%
THWM
361
Taylor Hoffman Wealth Management
Virginia
$2.13M -$621K -33,246 -22%
SIM
362
Sentry Investment Management
Wisconsin
$2.12M -$204K -10,935 -9%
LCOV
363
London Company of Virginia
Virginia
$2.1M
LPT
364
Legacy Private Trust
Wisconsin
$2.09M -$59.4K -3,180 -3%
FBT
365
First Bankers Trust
Kentucky
$2.09M -$25.2K -1,350 -1%
BDS
366
Banco de Sabadell
Florida
$2.07M +$102K +5,436 +5%
HVIA
367
Hudson Valley Investment Advisors
New York
$2.06M +$325K +17,370 +19%
LMGAM
368
Liberty Mutual Group Asset Management
Massachusetts
$2.03M
AIM
369
Assured Investment Management
New York
$2.03M -$7.43M -397,479 -78%
SAM
370
Silvercrest Asset Management
New York
$2.02M -$11.2K -600 -0.5%
MML Investors Services
371
MML Investors Services
Massachusetts
$2.01M +$211K +11,265 +12%
OCM
372
Orser Capital Management
Texas
$2.01M +$77.9K +4,170 +4%
KJHP
373
K.J. Harrison & Partners
Ontario, Canada
$1.95M
GT
374
Glenview Trust
Kentucky
$1.94M -$42.3K -2,265 -2%
AIP
375
Ameritas Investment Partners
Nebraska
$1.92M -$53.5K -2,862 -3%

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.