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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
426
Guyasuta Investment Advisors
Pennsylvania
$1.02M +$4.03K +450 +0.4%
WA
427
WBH Advisory
Maryland
$1.02M -$5.03K -561 -0.5%
Natixis Advisors
428
Natixis Advisors
Massachusetts
$1.01M +$688K +76,830 +267%
FNB
429
First Niagara Bank
New York
$1.01M
MERSOM
430
Municipal Employees' Retirement System of Michigan
Michigan
$981K
AP
431
Archon Partners
New Jersey
$981K +$917K +102,300 New
CT
432
Coastline Trust
Rhode Island
$979K +$24.7K +2,760 +3%
BCMO
433
Buckingham Capital Management (Ohio)
Ohio
$969K +$26.5K +2,955 +3%
NERM
434
New England Research & Management
Illinois
$968K +$904K +100,890 New
Federated Hermes
435
Federated Hermes
Pennsylvania
$967K -$41.9K -4,671 -4%
PTC
436
Philadelphia Trust Company
Pennsylvania
$966K -$965K -107,703 -52%
BOH
437
Bank of Hawaii
Hawaii
$958K
MJRIC
438
Mogy Joel R Investment Counsel
California
$955K
FM
439
Forward Management
California
$949K -$618K -69,000 -41%
OFS
440
Orrstown Financial Services
Pennsylvania
$944K +$19.4K +2,169 +2%
LTFS
441
Ladenburg Thalmann Financial Services
Florida
$940K +$18.1K +2,016 +2%
William Blair & Company
442
William Blair & Company
Illinois
$939K -$210K -23,397 -19%
ACI
443
Advance Capital I
Michigan
$930K
TNBTD
444
Trustmark National Bank Trust Department
Mississippi
$928K -$6.86K -765 -0.8%
CCM
445
Cullen Capital Management
New York
$908K
DL
446
Delta Lloyd
Netherlands
$905K +$116K +12,969 +16%
CB
447
Chemical Bank
Michigan
$902K -$16.8K -1,875 -2%
BOK
448
Bank of Kentucky
Kentucky
$899K -$29.6K -3,300 -3%
GLRA
449
Gerald L. Ray & Associates
Texas
$897K
SHA
450
Smith Hayes Advisers
Nebraska
$890K +$127K +14,169 +18%

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.