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CSX Corp

1,099 hedge funds and large institutions have $41.5B invested in CSX Corp in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 313 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 52

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

11% more capital invested

Capital invested by funds: $37.4B → $41.5B (+$4.09B)

6% more funds holding

Funds holding: 1,0391,099 (+60)

1% more call options, than puts

Call options by funds: $707M | Put options by funds: $701M

4.26% less ownership

Funds ownership: 227.64%223.38% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 418

Holders
1,099
Holders Change
+60
Holders Change %
+5.77%
% of All Funds
25.16%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.71%
New
122
Increased
313
Reduced
418
Closed
52
Calls
$707M
Puts
$701M
Net Calls
+$5.5M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
401
Bartlett & Co Wealth Management
Ohio
$2.1M -$500K -24,300 -20%
BC
402
Bartlett & Co
Ohio
$2.1M -$500K -24,300 -20%
BA
403
Boston Advisors
Massachusetts
$2.1M -$34K -1,650 -2%
CIP
404
Chartwell Investment Partners
Pennsylvania
$2.1M +$2.03M +98,691 New
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$2.09M +$25.6K +1,242 +1%
CA
406
Cullinan Associates
Kentucky
$2.08M -$1.25M -60,660 -38%
GAM
407
Gotham Asset Management
New York
$2.08M +$2.01M +97,593 New
OCM
408
Orser Capital Management
Texas
$2.07M -$90.2K -4,380 -4%
AIP
409
Ameritas Investment Partners
Nebraska
$2.05M -$142K -6,909 -7%
MJRIC
410
Mogy Joel R Investment Counsel
California
$2.04M
AAM
411
Augustine Asset Management
Florida
$2.04M -$8.34K -405 -0.4%
MERSOM
412
Municipal Employees' Retirement System of Michigan
Michigan
$2.03M +$214K +10,380 +12%
MCA
413
Mercer Capital Advisers
New Jersey
$2.03M +$62 +3 +0%
JIC
414
Johnson Investment Counsel
Ohio
$2.01M -$114K -5,550 -6%
GWM
415
Geneos Wealth Management
Colorado
$1.99M -$28K -1,362 -1%
PTC
416
Private Trust Company
Ohio
$1.96M -$37.3K -1,809 -2%
B
417
Barings
North Carolina
$1.91M +$1.21M +58,887 +189%
ECM
418
Element Capital Management
New York
$1.91M +$1.85M +90,051 New
KJHP
419
K.J. Harrison & Partners
Ontario, Canada
$1.91M -$309K -15,000 -14%
BUB
420
BBVA USA Bancshares
Texas
$1.89M +$34.2K +1,659 +2%
CPC
421
Congress Park Capital
New York
$1.87M
CAN
422
Cetera Advisor Networks
California
$1.86M -$139K -6,741 -7%
WEC
423
Winslow Evans & Crocker
Massachusetts
$1.85M +$6.8K +330 +0.4%
SDIC
424
South Dakota Investment Council
South Dakota
$1.82M -$216K -10,500 -11%
FBC
425
Fairfield, Bush & Co
Connecticut
$1.82M +$24.7K +1,200 +1%

CSX Hedge Fund Activity: Q2 2018 in Review

1,099 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2018, worth a combined $41.5B — up 11% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSX positions and 52 closed out — a net gain of 70 holders — while 313 added to existing stakes and 418 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $427M. The largest seller was Capital Research Global Investors, cutting an estimated $960M.

  • 1,099 institutional investors held CSX Corp (CSX) as of Q2 2018, up from 1,039 in Q1 2018.
  • Funds reported $41.5B of CSX Corp stock for Q2 2018, up 11% quarter-over-quarter.
  • 122 funds opened new CSX Corp positions in Q2 2018 and 52 closed out, a net change of +70 holders.
  • The largest CSX Corp buyer in Q2 2018 was Egerton Capital (UK), an estimated $427M added.
  • The largest CSX Corp seller in Q2 2018 was Capital Research Global Investors, an estimated $960M sold.

Based on aggregated 13F filings for Q2 2018.