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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
SF
376
Synovus Financial
Georgia
$1.45M -$53.6K -5,505 -4%
AIM
377
Aspen Investment Management
Michigan
$1.44M -$146K -14,970 -10%
CBB
378
Citizens Business Bank
California
$1.43M +$120K +12,300 +10%
AC
379
Addenda Capital
Quebec, Canada
$1.41M -$704K -72,318 -34%
ST
380
Semper Trust
Pennsylvania
$1.41M -$27.7K -2,850 -2%
IG
381
ING Group
Netherlands
$1.4M
EP
382
Edgestream Partners
New Jersey
$1.4M +$1.33M +136,437 New
SKK
383
Shepherd Kaplan Krochuk
Massachusetts
$1.38M -$29.2K -3,000 -2%
Creative Planning
384
Creative Planning
Kansas
$1.36M +$198K +20,373 +18%
CIMLRA
385
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.36M +$736K +75,600 +133%
BHWM
386
Bar Harbor Wealth Management
New Hampshire
$1.36M -$153K -15,711 -11%
NI
387
Numeric Investors
Massachusetts
$1.34M +$1.27M +130,500 New
Connor, Clark & Lunn Investment Management (CC&L)
388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M
ACM
389
AKRE Capital Management
Virginia
$1.32M -$205K -21,054 -14%
SOAMC
390
Spirit of America Management Corp
New York
$1.32M
FAAS
391
First Allied Advisory Services
California
$1.31M -$444K -45,555 -26%
AIM
392
abrdn Investment Management
United Kingdom
$1.31M -$57K -5,856 -4%
BP
393
Banyan Partners
Florida
$1.3M -$206K -21,117 -14%
CHC
394
City Holding Co
West Virginia
$1.3M -$730 -75 -0.1%
VKH
395
Virtu KCG Holdings
New York
$1.3M -$102K -10,509 -8%
LA
396
Lynch & Associates
Indiana
$1.28M +$19K +1,950 +2%
IPC
397
Independent Portfolio Consultants
Florida
$1.27M -$35.1K -3,606 -3%
PI
398
Putnam Investments
Massachusetts
$1.26M
DL
399
Delta Lloyd
Netherlands
$1.26M +$150K +15,360 +14%
LTFS
400
Ladenburg Thalmann Financial Services
Florida
$1.26M +$172K +17,628 +17%

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.